Sunriver Management LLC Q4 2024 Filing
Filed February 13, 2025
Portfolio Value
$835.7B
Holdings
19
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PFGCPERFORMANCE FOOD GROUP CO | 911,692 | $77.1B | 9.22% | |
| 2 | IASINTEGRAL AD SCIENCE HLDNG CO | 7,291,034 | $76.1B | 9.11% | |
| 3 | DNBDUN & BRADSTREET HLDGS INC | 5,256,682 | $65.5B | 7.84% | |
| 4 | HURNHURON CONSULTING GROUP INC | 486,597 | $60.5B | 7.24% | |
| 5 | WTWWILLIS TOWERS WATSON PLC LTD | 175,627 | $55.0B | 6.58% | |
| 6 | OPLNOPENLANE INC | 2,665,054 | $52.9B | 6.33% | |
| 7 | RPAYREPAY HLDGS CORP | 6,043,368 | $46.1B | 5.52% | |
| 8 | FAFIRST ADVANTAGE CORP NEW | 2,292,235 | $42.9B | 5.14% | |
| 9 | SSNCSS&C TECHNOLOGIES HLDGS INC | 536,237 | $40.6B | 4.86% | |
| 10 | AMPLAMPLITUDE INC | 3,772,808 | $39.8B | 4.76% | |
| 11 | ICLRICON PLC | 185,859 | $39.0B | 4.66% | |
| 12 | VRRMVERRA MOBILITY CORP | 1,385,585 | $33.5B | 4.01% | |
| 13 | NABLN-ABLE INC | 3,562,302 | $33.3B | 3.98% | |
| 14 | CARGCARGURUS INC | 880,753 | $32.2B | 3.85% | |
| 15 | WEXWEX INC | 178,579 | $31.3B | 3.75% | |
| 16 | BOXBOX INC | 949,452 | $30.0B | 3.59% | |
| 17 | SWKSTANLEY BLACK & DECKER INC | 354,527 | $28.5B | 3.41% | |
| 18 | FISVFISERV INC | 129,691 | $26.6B | 3.19% | |
| 19 | FISFIDELITY NATL INFORMATION SV | 307,401 | $24.8B | 2.97% |