Sunriver Management as of March 31, 2020
Portfolio Holdings for Sunriver Management
Sunriver Management holds 18 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Solarwinds Corp | 9.4 | $53M | 3.4M | 15.67 | |
Ss&c Technologies Holding (SSNC) | 8.6 | $49M | 1.1M | 43.82 | |
Ihs Markit | 7.0 | $40M | 668k | 60.00 | |
Broadridge Financial Solutions (BR) | 6.5 | $37M | 393k | 94.83 | |
CSX Corporation (CSX) | 6.4 | $37M | 639k | 57.30 | |
Talend S A ads | 6.0 | $34M | 1.5M | 22.43 | |
Fiserv (FI) | 6.0 | $34M | 358k | 94.99 | |
Fidelity National Information Services (FIS) | 5.8 | $33M | 271k | 121.64 | |
R1 Rcm | 5.3 | $30M | 3.3M | 9.09 | |
Masonite International (DOOR) | 5.1 | $29M | 613k | 47.45 | |
Open Text Corp (OTEX) | 5.0 | $29M | 818k | 34.92 | |
Parsons Corporation (PSN) | 5.0 | $28M | 885k | 31.96 | |
Science App Int'l (SAIC) | 4.9 | $28M | 376k | 74.63 | |
Jacobs Engineering | 4.5 | $26M | 322k | 79.27 | |
Perspecta | 4.2 | $24M | 1.3M | 18.24 | |
Intercontinental Exchange (ICE) | 4.1 | $24M | 291k | 80.75 | |
Eagle Materials (EXP) | 3.1 | $18M | 306k | 58.42 | |
Willis Towers Watson (WTW) | 3.1 | $18M | 104k | 169.85 |