HoldingsChannel.com
| Entity | Amount | Change
03/31/2023 to 06/30/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 PERFORMANCE FOOD GROUP CO |
750,697 | +99,470 | $45,222 |
| PFGC | 750,697 | +99,470 | $45,222 |
| NEW RELIC INC |
676,584 | +22,162 | $44,276 |
| NEWR | 676,584 | +22,162 | $44,276 |
| DUN & BRADSTREET HLDGS INC |
3,718,217 | +1,193,884 | $43,020 |
| DNB | 3,718,217 | +1,193,884 | $43,020 |
| R1 RCM INC |
2,276,936 | -426,998 | $42,009 |
| RCM | 2,276,936 | -426,998 | $42,009 |
| SS&C TECHNOLOGIES HLDGS INC |
645,982 | -90,906 | $39,147 |
| SSNC | 645,982 | -90,906 | $39,147 |
| BOX INC |
1,316,087 | -27,348 | $38,667 |
| BOX | 1,316,087 | -27,348 | $38,667 |
| EVERTEC INC |
783,701 | +117,660 | $28,864 |
| EVTC | 783,701 | +117,660 | $28,864 |
| INTEGRAL AD SCIENCE HLDNG CO |
1,576,852 | +582,692 | $28,352 |
| IAS | 1,576,852 | +582,692 | $28,352 |
| REPAY HLDGS CORP |
3,609,020 | +1,002,775 | $28,259 |
| RPAY | 3,609,020 | +1,002,775 | $28,259 |
| DOLLAR GEN CORP NEW |
152,979 | +152,979 | $25,973 |
| DG | 152,979 | +152,979 | $25,973 |
| VERRA MOBILITY CORP |
1,285,277 | -111,346 | $25,346 |
| VRRM | 1,285,277 | -111,346 | $25,346 |
| BUMBLE INC |
1,324,474 | +1,324,474 | $22,225 |
| BMBL | 1,324,474 | +1,324,474 | $22,225 |
| FISERV INC |
173,767 | -42,517 | $21,921 |
| FISV | 173,767 | -42,517 | $21,921 |
| N ABLE INC |
1,328,396 | -23,819 | $19,142 |
| NABL | 1,328,396 | -23,819 | $19,142 |
| TAKE TWO INTERACTIVE SOFTWAR |
125,164 | -128,074 | $18,419 |
| TTWO | 125,164 | -128,074 | $18,419 |
| SONOS INC |
1,008,773 | -373,288 | $16,473 |
| SONO | 1,008,773 | -373,288 | $16,473 |
See Full List: All Stocks Held By Sunriver Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Sunriver Management LLC
|
Size ($ in 1000's)
At 06/30/2023: $495,654 At 03/31/2023: $479,476 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 |
