Sunriver Management as of March 31, 2017
Portfolio Holdings for Sunriver Management
Sunriver Management holds 18 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class A cs (GOOGL) | 9.9 | $42M | 49k | 847.80 | |
| Travelport Worldwide | 9.3 | $39M | 3.3M | 11.77 | |
| Ihs Markit | 8.4 | $35M | 843k | 41.95 | |
| Total System Services | 8.3 | $35M | 656k | 53.46 | |
| Aramark Hldgs (ARMK) | 7.7 | $32M | 873k | 36.87 | |
| Fidelity National Information Services (FIS) | 7.4 | $31M | 390k | 79.62 | |
| Intercontinental Exchange (ICE) | 7.2 | $31M | 509k | 59.87 | |
| Willis Towers Watson (WTW) | 6.0 | $25M | 194k | 130.89 | |
| Dollar General (DG) | 4.9 | $21M | 294k | 69.73 | |
| Servicemaster Global | 4.8 | $20M | 486k | 41.75 | |
| Epam Systems (EPAM) | 4.2 | $18M | 235k | 75.52 | |
| eBay (EBAY) | 4.2 | $18M | 528k | 33.57 | |
| Lowe's Companies (LOW) | 4.1 | $17M | 208k | 82.21 | |
| Advance Auto Parts (AAP) | 4.0 | $17M | 114k | 148.26 | |
| AutoZone (AZO) | 3.4 | $14M | 20k | 723.03 | |
| CF Industries Holdings (CF) | 2.1 | $9.0M | 306k | 29.35 | |
| Commercehub Inc Com Ser C | 2.1 | $8.8M | 564k | 15.53 | |
| Tripadvisor (TRIP) | 2.0 | $8.6M | 200k | 43.16 |
