Sunriver Management LLC Portfolio Holdings by Sector

Sunriver Management LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology JAMF AMPL SSNC DV 4 stocks	$149,788 16.44% of portfolio	3	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology NABL FIS FISV 3 stocks	$131,095 14.39% of portfolio	2	1	1	-	0 Calls 0 Puts
Specialty Business Services \| Industrials ARMK RTO FA 3 stocks	$127,955 14.05% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology WEX BOX RPAY 3 stocks	$107,591 11.81% of portfolio	1	2	-	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services IAS 1 stocks	$73,318 8.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC 1 stocks	$57,327 6.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto & Truck Dealerships \| Consumer Cyclical KAR 1 stocks	$55,420 6.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Infrastructure Operations \| Industrials VRRM 1 stocks	$52,425 5.76% of portfolio	1	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials HURN 1 stocks	$52,019 5.71% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DLTR 1 stocks	$38,809 4.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials HII 1 stocks	$31,532 3.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$24,048 2.64% of portfolio	-	1	-	-	0 Calls 0 Puts
Tools & Accessories \| Industrials SWK 1 stocks	$9,618 1.06% 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.