Sunriver Management LLC Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$581.1M
Holdings
17
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FISVFISERV INC | 600,864 | $56.2M | 9.68% | |
| 2 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,155,390 | $55.2M | 9.49% | |
| 3 | DNBDUN & BRADSTREET HLDGS INC | 4,256,123 | $52.7M | 9.07% | |
| 4 | NEWREURNEW RELIC INC | 822,043 | $47.2M | 8.12% | |
| 5 | RCM1USDR1 RCM INC | 2,334,927 | $43.3M | 7.45% | |
| 6 | PFGCPERFORMANCE FOOD GROUP CO | 911,189 | $39.1M | 6.73% | |
| 7 | BOXBOX INC | 1,503,309 | $36.7M | 6.31% | |
| 8 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 320,198 | $34.9M | 6.01% | |
| 9 | NABLN-ABLE INC | 3,701,051 | $34.2M | 5.88% | |
| 10 | FISFIDELITY NATL INFORMATION SV | 443,499 | $33.5M | 5.77% | |
| 11 | VRRMVERRA MOBILITY CORP | 1,953,531 | $30.0M | 5.17% | |
| 12 | —NEOGAMES S A | 1,860,590 | $24.0M | 4.13% | |
| 13 | CLVTCLARIVATE PLC | 2,330,390 | $21.9M | 3.77% | |
| 14 | —DIVERSEY HLDGS LTD | 4,050,868 | $19.7M | 3.39% | |
| 15 | NSPINSPERITY INC | 187,312 | $19.1M | 3.29% | |
| 16 | DOOREURMASONITE INTL CORP | 254,926 | $18.2M | 3.13% | |
| 17 | RNGRINGCENTRAL INC | 381,913 | $15.3M | 2.63% |