Sunriver Management as of Dec. 31, 2020
Portfolio Holdings for Sunriver Management
Sunriver Management holds 19 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fiserv (FI) | 8.6 | $52M | 460k | 113.86 | |
| Ss&c Technologies Holding (SSNC) | 8.2 | $50M | 681k | 72.75 | |
| Talend S A Ads | 7.6 | $46M | 1.2M | 38.34 | |
| Otis Worldwide Corp (OTIS) | 7.3 | $44M | 655k | 67.55 | |
| Change Healthcare | 7.0 | $43M | 2.3M | 18.65 | |
| Willis Towers Watson SHS (WTW) | 6.4 | $39M | 185k | 210.68 | |
| Science App Int'l (SAIC) | 6.1 | $37M | 389k | 94.64 | |
| SEI Investments Company (SEIC) | 5.8 | $35M | 614k | 57.47 | |
| Us Foods Hldg Corp call (USFD) | 5.5 | $33M | 995k | 33.31 | |
| Wabtec Corporation (WAB) | 5.4 | $33M | 447k | 73.20 | |
| Perspecta | 4.9 | $29M | 1.2M | 24.08 | |
| CSX Corporation (CSX) | 4.8 | $29M | 319k | 90.75 | |
| Masonite International | 4.7 | $28M | 288k | 98.34 | |
| Eagle Materials (EXP) | 4.6 | $28M | 274k | 101.35 | |
| Solarwinds Corp | 3.6 | $22M | 1.5M | 14.95 | |
| Insperity (NSP) | 3.3 | $20M | 249k | 81.42 | |
| R1 Rcm | 2.3 | $14M | 590k | 24.02 | |
| Box Cl A (BOX) | 2.2 | $13M | 732k | 18.05 | |
| Far Peak Acquisition Corp Unit 99/99/9999 | 1.7 | $10M | 1.0M | 10.35 |
