Sunriver Management LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$634.2M
Holdings
20
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SSNCSS&C TECHNOLOGIES HLDGS INC | 840,543 | $47.5M | 7.49% | |
| 2 | —TALEND S A | 1,282,033 | $44.4M | 7.01% | |
| 3 | CSXCSX CORP | 611,044 | $42.6M | 6.72% | |
| 4 | FISVFISERV INC | 426,889 | $41.7M | 6.57% | |
| 5 | —SOLARWINDS CORP | 2,283,395 | $40.3M | 6.36% | |
| 6 | SAICSCIENCE APPLICATIONS INTL CO | 509,502 | $39.6M | 6.24% | |
| 7 | —R1 RCM INC | 3,371,970 | $37.6M | 5.93% | |
| 8 | —IHS MARKIT LTD | 492,624 | $37.2M | 5.86% | |
| 9 | DOOREURMASONITE INTL CORP NEW | 452,657 | $35.2M | 5.55% | |
| 10 | WTWWILLIS TOWERS WATSON PLC LTD | 174,144 | $34.3M | 5.41% | |
| 11 | JECUSDJACOBS ENGR GROUP INC | 381,174 | $32.3M | 5.10% | |
| 12 | BRBROADRIDGE FINL SOLUTIONS IN | 244,792 | $30.9M | 4.87% | |
| 13 | FISFIDELITY NATL INFORMATION SV | 227,292 | $30.5M | 4.81% | |
| 14 | OTISOTIS WORLDWIDE CORP | 518,304 | $29.5M | 4.65% | |
| 15 | NSPINSPERITY INC | 393,070 | $25.4M | 4.01% | |
| 16 | EXPEAGLE MATERIALS INC | 345,569 | $24.3M | 3.83% | |
| 17 | ICEINTERCONTINENTAL EXCHANGE IN | 262,920 | $24.1M | 3.80% | |
| 18 | PRSPPERSPECTA INC | 793,951 | $18.4M | 2.91% | |
| 19 | USFDUS FOODS HLDG CORP | 647,399 | $12.8M | 2.01% | |
| 20 | PSNPARSONS CORPORATION | 155,217 | $5.6M | 0.89% |