Sunriver Management LLC Q2 2024 Filing

Filed August 13, 2024

Portfolio Value

$790.0M

Holdings

20

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (20 positions)

#StockSharesValue% PortfolioType
1
FISFIDELITY NATL INFORMATION SV
386,511$00.00%
2
FAFIRST ADVANTAGE CORP NEW
2,173,827$00.00%
3
HURNHURON CONSULTING GROUP INC
260,356$00.00%
4
RPAYREPAY HLDGS CORP
3,949,249$00.00%
5
SVVSAVERS VALUE VLG INC
1,680,088$00.00%
6
SSNCSS&C TECHNOLOGIES HLDGS INC
823,721$00.00%
7
OPLNOPENLANE INC
2,756,940$00.00%
8
FIVEFIVE BELOW INC
235,753$00.00%
9
IASINTEGRAL AD SCIENCE HLDNG CO
8,019,143$00.00%
10
ZUOUSDZUORA INC
2,584,351$00.00%
11
PFGCPERFORMANCE FOOD GROUP CO
1,000,870$00.00%
12
DNBDUN & BRADSTREET HLDGS INC
8,438,931$00.00%
13
CARGCARGURUS INC
1,257,845$00.00%
14
FISVFISERV INC
189,022$00.00%
15
AMPLAMPLITUDE INC
1,214,821$00.00%
16
WTWWILLIS TOWERS WATSON PLC LTD
210,221$00.00%
17
BOXBOX INC
1,823,659$00.00%
18
CA8ACACI INTL INC
53,199$00.00%
19
NABLN-ABLE INC
3,380,533$00.00%
20
CRSRCORSAIR GAMING INC
1,579,156$00.00%