Sunriver Management LLC Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$638.3M

Holdings

22

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (22 positions)

#StockSharesValue% PortfolioType
1
FISFIDELITY NATL INFORMATION SV
477,067$00.00%
2
FAFIRST ADVANTAGE CORP NEW
1,151,665$00.00%
3
CRAICRA INTL INC
102,493$00.00%
4
ENPHENPHASE ENERGY INC
89,409$00.00%
5
RPAYREPAY HLDGS CORP
4,477,770$00.00%
6
SSNCSS&C TECHNOLOGIES HLDGS INC
705,884$00.00%
7
DGDOLLAR GEN CORP NEW
198,244$00.00%
8
NSPINSPERITY INC
226,192$00.00%
9
OPLNOPENLANE INC
2,338,093$00.00%
10
STERLING CHECK CORP
1,107,704$00.00%
11
IASINTEGRAL AD SCIENCE HLDNG CO
2,475,285$00.00%
12
PFGCPERFORMANCE FOOD GROUP CO
981,275$00.00%
13
DNBDUN & BRADSTREET HLDGS INC
1,334,339$00.00%
14
VRRMVERRA MOBILITY CORP
708,306$00.00%
15
FYBRFRONTIER COMMUNICATIONS PARE
641,460$00.00%
16
EVTCEVERTEC INC
827,458$00.00%
17
FISVFISERV INC
236,942$00.00%
18
AMPLAMPLITUDE INC
2,242,883$00.00%
19
WTWWILLIS TOWERS WATSON PLC LTD
155,632$00.00%
20
BOXBOX INC
1,920,378$00.00%
21
CA8ACACI INTL INC
42,438$00.00%
22
NABLN-ABLE INC
2,847,909$00.00%