Sunriver Management LLC Q1 2022 Filing
Filed May 13, 2022
Portfolio Value
$635.3M
Holdings
20
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SSNCSS&C TECHNOLOGIES HLDGS INC | 800,939 | $60.1M | 9.46% | |
| 2 | FISVFISERV INC | 578,768 | $58.7M | 9.24% | |
| 3 | DNBDUN & BRADSTREET HLDGS INC | 3,262,313 | $57.2M | 9.00% | |
| 4 | BOXBOX INC | 1,450,125 | $42.1M | 6.63% | |
| 5 | —R1 RCM INC | 1,439,769 | $38.5M | 6.06% | |
| 6 | PFGCPERFORMANCE FOOD GROUP CO | 699,145 | $35.6M | 5.60% | |
| 7 | —DATTO HLDG CORP | 1,324,771 | $35.4M | 5.57% | |
| 8 | VRRMVERRA MOBILITY CORP | 2,049,774 | $33.4M | 5.25% | |
| 9 | FUODOLBY LABORATORIES INC | 426,204 | $33.3M | 5.25% | |
| 10 | —DIVERSEY HLDGS LTD | 4,224,088 | $32.0M | 5.03% | |
| 11 | WABWABTEC | 326,767 | $31.4M | 4.95% | |
| 12 | CLVTCLARIVATE PLC | 1,722,324 | $28.9M | 4.54% | |
| 13 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 513,956 | $25.1M | 3.96% | |
| 14 | DOOREURMASONITE INTL CORP | 274,039 | $24.4M | 3.84% | |
| 15 | USFDUS FOODS HLDG CORP | 565,262 | $21.3M | 3.35% | |
| 16 | NABLN-ABLE INC | 2,217,085 | $20.2M | 3.18% | |
| 17 | SAICSCIENCE APPLICATIONS INTL CO | 182,136 | $16.8M | 2.64% | |
| 18 | FISFIDELITY NATL INFORMATION SV | 158,027 | $15.9M | 2.50% | |
| 19 | NSPINSPERITY INC | 130,574 | $13.1M | 2.06% | |
| 20 | —MANTECH INTERNATIONAL CORP | 139,406 | $12.0M | 1.89% |