Sunriver Management LLC Purchases and Sells in Q1 2025

Sunriver Management LLC

$791 Million
Q1 2025

Top Buys

Incresed Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FIS	346K + 112.56%	$68.12 - $83.42 $23.6M - $28.9M	653K $48.8M
WEX	135K + 75.87%	$148.29 - $186.78 $20.1M - $25.3M	314K $49.3M
BOX	597K + 62.92%	$30.22 - $35.39 $18.1M - $21.1M	1.55M $47.7M
VRRM	535K + 38.6%	$19.76 - $26.87 $10.6M - $14.4M	1.92M $43.2M
FA	1.13M + 49.22%	$12.66 - $20.01 $14.3M - $22.6M	3.42M $48.2M
SWK	30.6K + 8.63%	$76.43 - $90.41 $2.34M - $2.76M	385K $29.6M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAMF	3.08M New	$12.15 - $15.96 $37.4M - $49.1M	3.08M $37.4M
INFA	1.73M New	$17.39 - $26.5 $30M - $45.7M	1.73M $30.1M
DV	1.68M New	$13.34 - $23.07 $22.4M - $38.8M	1.68M $22.5M
RTO	955K New	$20.76 - $27.11 $19.8M - $25.9M	955K $21.9M
SYY	260K New	$70.0 - $77.13 $18.2M - $20.1M	260K $19.5M
CRSR	1.89M New	$6.98 - $12.53 $13.2M - $23.7M	1.89M $16.7M

Top Sells

Reduced Positions

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
ICLR	-79.7K - 42.89%	$174.99 - $222.58 $14M - $17.7M	106K $18.6M
PFGC	-184K - 20.18%	$74.86 - $90.93 $13.8M - $16.7M	728K $57.2M
WTW	-69K - 39.28%	$306.61 - $340.78 $21.1M - $23.5M	107K $36M
HURN	-145K - 29.73%	$121.09 - $152.46 $17.5M - $22.1M	342K $49M
KAR	-402K - 15.07%	$19.28 - $22.3 $7.74M - $8.96M	2.26M $43.6M

Activity Summary All Purchases 17 New Holdings 7 Increased Positions 10 All Sells 5 Reductions 5 Sold out 0 Calls 0 Puts 0

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