Sunriver Management LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$378.6M
Holdings
17
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —TRAVELPORT WORLDWIDE LTD | 3,397,630 | $53.3M | 14.09% | |
| 2 | WTWWILLIS TOWERS WATSON PUB LTD | 231,500 | $35.7M | 9.43% | |
| 3 | DOOREURMASONITE INTL CORP NEW | 475,960 | $32.9M | 8.70% | |
| 4 | ARMKARAMARK | 756,510 | $30.7M | 8.12% | |
| 5 | EBAEBAY INC | 705,720 | $27.1M | 7.17% | |
| 6 | GOOGLALPHABET INC | 27,360 | $26.6M | 7.04% | |
| 7 | EPAMEPAM SYS INC | 254,227 | $22.4M | 5.91% | |
| 8 | CP.TOCANADIAN PAC RY LTD | 126,560 | $21.3M | 5.62% | |
| 9 | —NAVIGANT CONSULTING INC | 1,199,992 | $20.3M | 5.36% | |
| 10 | FISFIDELITY NATL INFORMATION SV | 199,460 | $18.6M | 4.92% | |
| 11 | ABMABM INDS INC | 440,200 | $18.4M | 4.85% | |
| 12 | USFDUS FOODS HLDG CORP | 597,620 | $16.0M | 4.21% | |
| 13 | DLTRDOLLAR TREE INC | 181,010 | $15.7M | 4.15% | |
| 14 | TSSTOTAL SYS SVCS INC | 235,420 | $15.4M | 4.07% | |
| 15 | TRIPTRIPADVISOR INC | 366,290 | $14.8M | 3.92% | |
| 16 | —LUXOFT HLDG INC | 110,179 | $5.3M | 1.39% | |
| 17 | —COMMERCEHUB INC | 185,000 | $4.0M | 1.04% |