Sunriver Management LLC Portfolio Holdings by Sector

Sunriver Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Specialty Business Services \| Industrials RTO FA CBZ ARMK 4 stocks	$149,288 16.28% of portfolio	2	2	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology BOX WEX RPAY 3 stocks	$118,054 12.87% of portfolio	2	1	-	-	0 Calls 0 Puts
Software—Application \| Technology SSNC JAMF DV 3 stocks	$104,913 11.44% of portfolio	1	2	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive SYY PFGC 2 stocks	$91,284 9.95% of portfolio	1	1	1	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$72,411 7.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials HURN 1 stocks	$66,337 7.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials VRRM 1 stocks	$56,433 6.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL 1 stocks	$48,452 5.28% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HII 1 stocks	$44,743 4.88% of portfolio	1	-	-	-	0 Calls 0 Puts

Diagnostics & Research \| Healthcare IQV 1 stocks	$43,516 4.74% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR 1 stocks	$42,914 4.68% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$42,180 4.6% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DLTR 1 stocks	$36,725 4.0% of portfolio	-	1	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Sunriver Management LLC, based on Form 13F filings with the SEC.

Stay updated on Sunriver Management LLC with notifications on news.