Sunriver Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Sunriver Management LLC

CIK Number: 0001663900

932.58M
Market Value
22
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IAS Integral Ad Sci...
8.72
-0.23% 8.17M +12.01% 65.82M 10.57 8.12% Share
2 PFGC Performance Foo...
105.43
+0.17% 727.72K -20.18% 57.22M 53.42 7.06% Share
3 WEX WEX Inc.
171.26
-1.21% 314.07K +75.87% 49.32M 186.99 6.09% Share
4 HURN Huron Consultin...
141.27
-2.67% 341.91K -29.73% 49.05M 104.81 6.05% Share
5 FIS Fidelity Nation...
68.73
+0.03% 653.4K +112.56% 48.8M 68.34 6.02% Share
6 FA First Advantage...
16.06
+0.50% 3.42M +49.22% 48.19M 15.17 5.95% Share
7 BOX Box, Inc.
32.76
+0.05% 1.55M +62.92% 47.74M 26.88 5.89% Share
8 KAR OPENLANE, Inc.
29.08
-0.24% 2.26M -15.07% 43.64M 15.58 5.39% Share
9 VRRM Verra Mobility ...
24.86
-0.64% 1.92M +38.60% 43.23M 23.71 5.33% Share
10 AMPL Amplitude, Inc.
11.43
+4.96% 3.85M +2.07% 39.24M 10.09 4.84% Share
11 JAMF Jamf Holding Co...
9.18
+2.11% 3.08M +100.00% 37.39M 12.15 4.61% Share
12 WTW Willis Towers W...
329.27
-0.17% 106.65K -39.28% 36.04M 230.7 4.45% Share
13 RPAY Repay Holdings ...
5.88
+3.34% 6.17M +2.07% 34.36M 7.76 4.24% Share
14 NABL N-able, Inc.
7.92
+0.96% 4.58M +28.59% 32.48M 11.13 4.01% Share
15 INFA Informatica Inc...
24.77
-0.04% 1.73M +100.00% 30.11M 17.45 3.72% Share
16 SWK Stanley Black &...
78.40
+4.90% 385.11K +8.63% 29.61M 80.02 3.65% Share
17 DV DoubleVerify Ho...
15.00
-1.64% 1.68M +100.00% 22.49M 13.37 2.77% Share
18 RTO Rentokil Initia...
25.59
+1.75% 954.77K +100.00% 21.86M 22.9 2.70% Share
19 SYY Sysco Corporati...
82.50
-0.01% 260.43K +100.00% 19.54M 75.04 2.41% Share
20 PSFE Paysafe Limited
14.68
+9.14% 1.21M +100.00% 18.92M 15.69 2.33% Share
21 ICLR ICON Public Lim...
174.88
-0.84% 106.14K -42.89% 18.57M 209.71 2.29% Share
22 CRSR Corsair Gaming,...
8.84
-1.34% 1.89M +100.00% 16.73M 8.86 2.06% Share