Sunriver Management LLC Top Holdings 13F Filings

As of 12/31/2023, below is a summary of the Sunriver Management LLC top holdings by largest position size, as per the latest 13f filing made by Sunriver Management LLC. In the Sunriver Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Sunriver Management LLC in that top holding, then the share count change between reporting periods, and finally the Sunriver Management LLC top holding position size for that row.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
PERFORMANCE FOOD GROUP CO	981,275	+282	$67,855
PFGC	981,275	+282	$67,855
BOX INC	1,920,378	+181,396	$49,181
BOX	1,920,378	+181,396	$49,181
SS&C TECHNOLOGIES HLDGS INC	705,884	-36,988	$43,137
SSNC	705,884	-36,988	$43,137
REPAY HLDGS CORP	4,477,770	+597,059	$38,240
RPAY	4,477,770	+597,059	$38,240
N ABLE INC	2,847,909	+635,200	$37,735
NABL	2,847,909	+635,200	$37,735
WILLIS TOWERS WATSON PLC LTD	155,632	+37,738	$37,538
WTW	155,632	+37,738	$37,538
INTEGRAL AD SCIENCE HLDNG CO	2,475,285	-1,295,045	$35,619
IAS	2,475,285	-1,295,045	$35,619
OPENLANE INC	2,338,093	+2,056,280	$34,627
KAR	2,338,093	+2,056,280	$34,627
EVERTEC INC	827,458	+150,935	$33,876
EVTC	827,458	+150,935	$33,876
FISERV INC	236,942	+236,942	$31,475
FI	236,942	+236,942	$31,475
FIDELITY NATL INFORMATION SV	477,067	+477,067	$28,657
FIS	477,067	+477,067	$28,657
AMPLITUDE INC	2,242,883	+493,046	$28,529
AMPL	2,242,883	+493,046	$28,529
DOLLAR GEN CORP NEW	198,244	-30,815	$26,951
DG	198,244	-30,815	$26,951
INSPERITY INC	226,192	+42,869	$26,514
NSP	226,192	+42,869	$26,514
FIRST ADVANTAGE CORP NEW	1,151,665	+240,464	$19,083
FA	1,151,665	+240,464	$19,083
VERRA MOBILITY CORP	708,306	-228,061	$16,312
VRRM	708,306	-228,061	$16,312
FRONTIER COMMUNICATIONS PARE	641,460	+641,460	$16,255
FYBR	641,460	+641,460	$16,255
DUN & BRADSTREET HLDGS INC	1,334,339	-3,733,695	$15,612
DNB	1,334,339	-3,733,695	$15,612
STERLING CHECK CORP	1,107,704	+209,823	$15,419
STER	1,107,704	+209,823	$15,419
CACI INTL INC	42,438	+42,438	$13,744
CACI	42,438	+42,438	$13,744
ENPHASE ENERGY INC	89,409	+89,409	$11,815
ENPH	89,409	+89,409	$11,815

See Full List: All Stocks Held By Sunriver Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Sunriver Management LLC

Sunriver Management LLC Info

Size ($ in 1000's)
At 12/31/2023: $638,305
At 09/30/2023: $528,876

Sunriver Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sunriver Management LLC 13F filings. Link to 13F filings: SEC filings

Sunriver Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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