Sunriver Management LLC Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$633.6M
Holdings
17
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SSNCSS&C TECHNOLOGIES HLDGS INC | 851,228 | $69.8M | 11.01% | |
| 2 | DNBDUN & BRADSTREET HLDGS INC | 2,934,938 | $60.1M | 9.49% | |
| 3 | FISVFISERV INC | 559,720 | $58.1M | 9.17% | |
| 4 | —R1 RCM INC | 1,878,721 | $47.9M | 7.56% | |
| 5 | —DIVERSEY HLDGS LTD | 3,595,915 | $47.9M | 7.55% | |
| 6 | BOXBOX INC | 1,694,176 | $44.4M | 7.00% | |
| 7 | SAICSCIENCE APPLICATIONS INTL CO | 515,127 | $43.1M | 6.80% | |
| 8 | FUODOLBY LABORATORIES INC | 411,682 | $39.2M | 6.19% | |
| 9 | VRRMVERRA MOBILITY CORP | 2,134,121 | $32.9M | 5.20% | |
| 10 | PFGCPERFORMANCE FOOD GROUP CO | 668,862 | $30.7M | 4.84% | |
| 11 | WABWABTEC | 332,813 | $30.7M | 4.84% | |
| 12 | DOOREURMASONITE INTL CORP | 257,733 | $30.4M | 4.80% | |
| 13 | —DATTO HLDG CORP | 1,043,385 | $27.5M | 4.34% | |
| 14 | NABLN-ABLE INC | 2,032,144 | $22.6M | 3.56% | |
| 15 | —NEOGAMES S A | 606,487 | $16.8M | 2.66% | |
| 16 | USFDUS FOODS HLDG CORP | 481,609 | $16.8M | 2.65% | |
| 17 | S9QSPIRIT AEROSYSTEMS HLDGS INC | 345,879 | $14.9M | 2.35% |