Sunriver Management as of Dec. 31, 2019
Portfolio Holdings for Sunriver Management
Sunriver Management holds 19 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Talend S A ads | 8.4 | $48M | 1.2M | 39.11 | |
| Solarwinds Corp | 8.3 | $48M | 2.6M | 18.55 | |
| Ss&c Technologies Holding (SSNC) | 7.9 | $45M | 734k | 61.40 | |
| Masonite International | 7.3 | $42M | 576k | 72.21 | |
| Us Foods Hldg Corp call (USFD) | 7.0 | $40M | 956k | 41.89 | |
| Dollar Tree (DLTR) | 6.2 | $35M | 375k | 94.05 | |
| Fiserv (FI) | 5.7 | $33M | 281k | 115.63 | |
| R1 Rcm | 5.2 | $29M | 2.3M | 12.98 | |
| Jacobs Engineering | 4.9 | $28M | 309k | 89.83 | |
| Verra Mobility Corp verra mobility corp (VRRM) | 4.8 | $27M | 1.9M | 13.99 | |
| Ihs Markit | 4.5 | $25M | 337k | 75.35 | |
| Broadridge Financial Solutions (BR) | 4.4 | $25M | 202k | 123.54 | |
| Parsons Corporation (PSN) | 4.3 | $25M | 598k | 41.28 | |
| Perspecta | 4.2 | $24M | 905k | 26.44 | |
| Open Text Corp (OTEX) | 3.9 | $22M | 502k | 44.07 | |
| Fidelity National Information Services (FIS) | 3.5 | $20M | 142k | 139.09 | |
| Cushman Wakefield (CWK) | 3.3 | $19M | 928k | 20.44 | |
| Advanced Drain Sys Inc Del (WMS) | 3.2 | $18M | 470k | 38.84 | |
| CSX Corporation (CSX) | 3.1 | $18M | 242k | 72.36 |
