Sunriver Management as of March 31, 2025
Portfolio Holdings for Sunriver Management
Sunriver Management holds 22 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Integral Ad Science Hldng (IAS) | 8.1 | $66M | 8.2M | 8.06 | |
| Performance Food (PFGC) | 7.1 | $57M | 728k | 78.63 | |
| Wright Express (WEX) | 6.1 | $49M | 314k | 157.02 | |
| Huron Consulting (HURN) | 6.1 | $49M | 342k | 143.45 | |
| Fidelity National Information Services (FIS) | 6.0 | $49M | 653k | 74.68 | |
| First Advantage Corp (FA) | 5.9 | $48M | 3.4M | 14.09 | |
| Box Cl A (BOX) | 5.9 | $48M | 1.5M | 30.86 | |
| KAR Auction Services (KAR) | 5.4 | $44M | 2.3M | 19.28 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 5.3 | $43M | 1.9M | 22.51 | |
| Amplitude Com Cl A (AMPL) | 4.8 | $39M | 3.9M | 10.19 | |
| Jamf Hldg Corp (JAMF) | 4.6 | $37M | 3.1M | 12.15 | |
| Willis Towers Watson SHS (WTW) | 4.4 | $36M | 107k | 337.95 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 4.2 | $34M | 6.2M | 5.57 | |
| N-able Common Stock (NABL) | 4.0 | $33M | 4.6M | 7.09 | |
| Informatica Com Cl A (INFA) | 3.7 | $30M | 1.7M | 17.45 | |
| Stanley Black & Decker (SWK) | 3.7 | $30M | 385k | 76.88 | |
| DV (DV) | 2.8 | $23M | 1.7M | 13.37 | |
| Rentokil Initial Sponsored Adr (RTO) | 2.7 | $22M | 955k | 22.90 | |
| SYSCO Corporation (SYY) | 2.4 | $20M | 260k | 75.04 | |
| Paysafe SHS (PSFE) | 2.3 | $19M | 1.2M | 15.69 | |
| Icon SHS (ICLR) | 2.3 | $19M | 106k | 174.99 | |
| Corsair Gaming (CRSR) | 2.1 | $17M | 1.9M | 8.86 |
