Sunriver Management as of Dec. 31, 2016
Portfolio Holdings for Sunriver Management
Sunriver Management holds 17 positions in its portfolio as reported in the December 2016 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ihs Markit | 11.9 | $44M | 1.2M | 35.41 | |
| Travelport Worldwide | 10.3 | $38M | 2.7M | 14.10 | |
| Alphabet Inc Class A cs (GOOGL) | 10.3 | $38M | 48k | 792.46 | |
| eBay (EBAY) | 8.8 | $32M | 1.1M | 29.69 | |
| Total System Services | 7.9 | $29M | 590k | 49.03 | |
| Fidelity National Information Services (FIS) | 7.8 | $28M | 376k | 75.64 | |
| Dollar General (DG) | 7.3 | $27M | 361k | 74.07 | |
| Intercontinental Exchange (ICE) | 6.5 | $24M | 422k | 56.42 | |
| AutoZone (AZO) | 4.6 | $17M | 21k | 789.81 | |
| Servicemaster Global | 4.4 | $16M | 429k | 37.67 | |
| Lowe's Companies (LOW) | 4.2 | $15M | 217k | 71.12 | |
| Sherwin-Williams Company (SHW) | 3.2 | $12M | 43k | 268.74 | |
| Match | 3.0 | $11M | 643k | 17.10 | |
| VeriFone Systems | 2.6 | $9.7M | 545k | 17.73 | |
| Epam Systems (EPAM) | 2.6 | $9.4M | 147k | 64.31 | |
| Advance Auto Parts (AAP) | 2.6 | $9.4M | 56k | 169.12 | |
| Commercehub Inc Com Ser C | 2.0 | $7.2M | 477k | 15.03 |
