Sunriver Management LLC Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$570.5M
Holdings
18
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —SOLARWINDS CORP | 3,410,340 | $53.4M | 9.37% | |
| 2 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,119,600 | $49.1M | 8.60% | |
| 3 | —IHS MARKIT LTD | 667,890 | $40.1M | 7.02% | |
| 4 | BRBROADRIDGE FINL SOLUTIONS IN | 393,210 | $37.3M | 6.54% | |
| 5 | CSXCSX CORP | 638,940 | $36.6M | 6.42% | |
| 6 | —TALEND S A | 1,524,210 | $34.2M | 5.99% | |
| 7 | FISVFISERV INC | 358,370 | $34.0M | 5.97% | |
| 8 | FISFIDELITY NATL INFORMATION SV | 270,680 | $32.9M | 5.77% | |
| 9 | —R1 RCM INC | 3,348,550 | $30.4M | 5.34% | |
| 10 | DOOREURMASONITE INTL CORP NEW | 612,930 | $29.1M | 5.10% | |
| 11 | OTXOPEN TEXT CORP | 818,220 | $28.6M | 5.01% | |
| 12 | PSNPARSONS CORPORATION | 885,189 | $28.3M | 4.96% | |
| 13 | SAICSCIENCE APPLICATNS INTL CP N | 376,210 | $28.1M | 4.92% | |
| 14 | JECUSDJACOBS ENGR GROUP INC | 321,780 | $25.5M | 4.47% | |
| 15 | PRSPPERSPECTA INC | 1,309,014 | $23.9M | 4.19% | |
| 16 | ICEINTERCONTINENTAL EXCHANGE IN | 290,680 | $23.5M | 4.11% | |
| 17 | EXPEAGLE MATERIALS INC | 305,630 | $17.9M | 3.13% | |
| 18 | WTWWILLIS TOWERS WATSON PLC LTD | 104,270 | $17.7M | 3.10% |