Sunriver Management LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$439.6M
Holdings
18
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ARMKARAMARK | 1,320,080 | $38.2M | 8.70% | |
| 2 | PRSPPERSPECTA INC | 1,979,310 | $34.1M | 7.75% | |
| 3 | —LUXOFT HLDG INC | 1,056,890 | $32.2M | 7.31% | |
| 4 | FISFIDELITY NATL INFORMATION SV | 302,270 | $31.0M | 7.05% | |
| 5 | FDCFIRST DATA CORP NEW | 1,829,830 | $30.9M | 7.04% | |
| 6 | —IHS MARKIT LTD | 635,840 | $30.5M | 6.94% | |
| 7 | GOOGLALPHABET INC | 26,470 | $27.7M | 6.29% | |
| 8 | USFDUS FOODS HLDG CORP | 832,790 | $26.3M | 5.99% | |
| 9 | OTXOPEN TEXT CORP | 734,260 | $23.9M | 5.45% | |
| 10 | WTWWILLIS TOWERS WATSON PUB LTD | 151,750 | $23.0M | 5.24% | |
| 11 | —SOLARWINDS CORP | 1,645,170 | $22.8M | 5.18% | |
| 12 | WMBWILLIAMS COS INC DEL | 995,420 | $21.9M | 4.99% | |
| 13 | —TRAVELPORT WORLDWIDE LTD | 1,229,200 | $19.2M | 4.37% | |
| 14 | BIDUNBAIDU INC | 111,040 | $17.6M | 4.01% | |
| 15 | DOOREURMASONITE INTL CORP NEW | 366,758 | $16.4M | 3.74% | |
| 16 | ECLECOLAB INC | 110,170 | $16.2M | 3.69% | |
| 17 | OCOWENS CORNING NEW | 333,220 | $14.7M | 3.33% | |
| 18 | —NIELSEN HLDGS PLC | 549,090 | $12.8M | 2.91% |