Sunriver Management as of June 30, 2020
Portfolio Holdings for Sunriver Management
Sunriver Management holds 20 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ss&c Technologies Holding (SSNC) | 7.5 | $48M | 841k | 56.48 | |
| Talend S A Ads | 7.0 | $44M | 1.3M | 34.66 | |
| CSX Corporation (CSX) | 6.7 | $43M | 611k | 69.74 | |
| Fiserv (FI) | 6.6 | $42M | 427k | 97.62 | |
| Solarwinds Corp | 6.4 | $40M | 2.3M | 17.67 | |
| Science App Int'l (SAIC) | 6.2 | $40M | 510k | 77.68 | |
| R1 Rcm | 5.9 | $38M | 3.4M | 11.15 | |
| Ihs Markit SHS | 5.9 | $37M | 493k | 75.50 | |
| Masonite International (DOOR) | 5.6 | $35M | 453k | 77.78 | |
| Willis Towers Watson SHS (WTW) | 5.4 | $34M | 174k | 196.95 | |
| Jacobs Engineering | 5.1 | $32M | 381k | 84.80 | |
| Broadridge Financial Solutions (BR) | 4.9 | $31M | 245k | 126.19 | |
| Fidelity National Information Services (FIS) | 4.8 | $31M | 227k | 134.09 | |
| Otis Worldwide Corp (OTIS) | 4.6 | $30M | 518k | 56.86 | |
| Insperity (NSP) | 4.0 | $25M | 393k | 64.73 | |
| Eagle Materials (EXP) | 3.8 | $24M | 346k | 70.22 | |
| Intercontinental Exchange (ICE) | 3.8 | $24M | 263k | 91.60 | |
| Perspecta | 2.9 | $18M | 794k | 23.23 | |
| Us Foods Hldg Corp call (USFD) | 2.0 | $13M | 647k | 19.72 | |
| Parsons Corporation (PSN) | 0.9 | $5.6M | 155k | 36.24 |
