Sunriver Management LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$810.3B
Holdings
22
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IASINTEGRAL AD SCIENCE HLDNG CO | 8,166,774 | $65.8B | 8.12% | |
| 2 | PFGCPERFORMANCE FOOD GROUP CO | 727,716 | $57.2B | 7.06% | |
| 3 | WEXWEX INC | 314,069 | $49.3B | 6.09% | |
| 4 | HURNHURON CONSULTING GROUP INC | 341,908 | $49.0B | 6.05% | |
| 5 | FISFIDELITY NATL INFORMATION SV | 653,399 | $48.8B | 6.02% | |
| 6 | FAFIRST ADVANTAGE CORP NEW | 3,420,507 | $48.2B | 5.95% | |
| 7 | BOXBOX INC | 1,546,862 | $47.7B | 5.89% | |
| 8 | OPLNOPENLANE INC | 2,263,449 | $43.6B | 5.39% | |
| 9 | VRRMVERRA MOBILITY CORP | 1,920,395 | $43.2B | 5.33% | |
| 10 | AMPLAMPLITUDE INC | 3,850,928 | $39.2B | 4.84% | |
| 11 | JAMFJAMF HLDG CORP | 3,077,674 | $37.4B | 4.61% | |
| 12 | WTWWILLIS TOWERS WATSON PLC LTD | 106,647 | $36.0B | 4.45% | |
| 13 | RPAYREPAY HLDGS CORP | 6,168,501 | $34.4B | 4.24% | |
| 14 | NABLN-ABLE INC | 4,580,663 | $32.5B | 4.01% | |
| 15 | INFA1EURINFORMATICA INC | 1,725,372 | $30.1B | 3.72% | |
| 16 | SWKSTANLEY BLACK & DECKER INC | 385,105 | $29.6B | 3.65% | |
| 17 | DVDOUBLEVERIFY HLDGS INC | 1,681,779 | $22.5B | 2.77% | |
| 18 | RTORENTOKIL INITIAL PLC | 954,773 | $21.9B | 2.70% | |
| 19 | SYYSYSCO CORP | 260,434 | $19.5B | 2.41% | |
| 20 | PSFEPAYSAFE LIMITED | 1,205,649 | $18.9B | 2.33% | |
| 21 | ICLRICON PLC | 106,136 | $18.6B | 2.29% | |
| 22 | CRSRCORSAIR GAMING INC | 1,888,561 | $16.7B | 2.06% |