Sunriver Management LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$474.4M
Holdings
19
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —IHS MARKIT LTD | 891,540 | $40.3M | 8.48% | |
| 2 | —TRAVELPORT WORLDWIDE LTD | 2,749,240 | $35.9M | 7.57% | |
| 3 | EBAEBAY INC | 895,790 | $33.8M | 7.13% | |
| 4 | GOOGLALPHABET INC | 31,990 | $33.7M | 7.10% | |
| 5 | ARMKARAMARK | 739,110 | $31.6M | 6.66% | |
| 6 | USFDUS FOODS HLDG CORP | 959,880 | $30.6M | 6.46% | |
| 7 | FISFIDELITY NATL INFORMATION SV | 314,010 | $29.5M | 6.23% | |
| 8 | ABMABM INDS INC | 734,210 | $27.7M | 5.84% | |
| 9 | DOOREURMASONITE INTL CORP NEW | 369,950 | $27.4M | 5.78% | |
| 10 | ECLECOLAB INC | 185,850 | $24.9M | 5.26% | |
| 11 | —NAVIGANT CONSULTING INC | 1,271,034 | $24.7M | 5.20% | |
| 12 | DLTRDOLLAR TREE INC COM | 194,110 | $20.8M | 4.39% | |
| 13 | FDCFIRST DATA CORP NEW | 1,155,270 | $19.3M | 4.07% | |
| 14 | —COTIVITI HLDGS INC | 574,100 | $18.5M | 3.90% | |
| 15 | —CSRA INC | 566,580 | $17.0M | 3.57% | |
| 16 | WTWWILLIS TOWERS WATSON PUB | 104,640 | $15.8M | 3.32% | |
| 17 | CP.TOCANADIAN PAC RY LTD | 85,460 | $15.6M | 3.29% | |
| 18 | METAFACEBOOK INC | 77,800 | $13.7M | 2.89% | |
| 19 | WMBWILLIAMS COS INC DEL | 442,760 | $13.5M | 2.85% |