Filer Name: SUNRIVER MANAGEMENT LLC
CIK: 1663900
Period: 2024-12-31
Filed At: 2025-02-13
Number of Holdings: 19
Portfolio Value: $0.84B

Sunriver Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
PFGC US PERFORMANCE FOOD GROUP CO 911,692 $77M 9.22% -2.2% -
IAS US INTEGRAL AD SCIENCE HOLDING 7,291,034 $76M 9.11% -4.6% -
DNB US DUN & BRADSTREET HOLDINGS IN 5,256,682 $65M 7.84% -5.8% -
HURN US HURON CONSULTING GROUP INC 486,597 $60M 7.24% 10.7% -
WTW US WILLIS TOWERS WATSON PLC 175,627 $55M 6.58% 0.7% -
KAR US OPENLANE INC 2,665,054 $53M 6.33% -20.3% -
RPAY US REPAY HOLDINGS CORP 6,043,368 $46M 5.52% 11.6% -
FA US FIRST ADVANTAGE CORP 2,292,235 $43M 5.14% 16.0% -
SSNC US SS&C TECHNOLOGIES HOLDINGS 536,237 $41M 4.86% -14.2% -
AMPL US AMPLITUDE INC-CLASS A 3,772,808 $40M 4.76% 24.3% -
ICLR US ICON PLC 185,859 $39M 4.66% 100.0% -
VRRM US VERRA MOBILITY CORP 1,385,585 $34M 4.01% 100.0% -
NABL US N-ABLE INC 3,562,302 $33M 3.98% -6.4% -
CARG US CARGURUS INC 880,753 $32M 3.85% -13.2% -
WEX US WEX INC 178,579 $31M 3.75% -32.5% -
BOX US BOX INC - CLASS A 949,452 $30M 3.59% -39.6% -
SWK US STANLEY BLACK & DECKER INC 354,527 $28M 3.41% 100.0% -
FI US FISERV INC 129,691 $27M 3.19% -34.6% -
FIS US FIDELITY NATIONAL INFO SERV 307,401 $25M 2.97% -24.2% -
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