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...
10.17
-0.2% 8.17M +12.01% 65.82M 10.57 8.12% Share
2 PFGC Performance Foo...
102.98
-1.51% 727.72K -20.18% 57.22M 53.42 7.06% Share
3 WEX WEX Inc.
158.15
-2.03% 314.07K +75.87% 49.32M 186.99 6.09% Share
4 HURN Huron Consultin...
142.85
-0.2% 341.91K -29.73% 49.05M 104.81 6.05% Share
5 FIS Fidelity Nation...
63.78
-0.54% 653.4K +112.56% 48.8M 68.34 6.02% Share
6 FA First Advantage...
14.88
-1.26% 3.42M +49.22% 48.19M 15.17 5.95% Share
7 BOX Box, Inc.
32.31
-0.03% 1.55M +62.92% 47.74M 26.88 5.89% Share
8 KAR OPENLANE, Inc.
28.07
-0.76% 2.26M -15.07% 43.64M 15.58 5.39% Share
9 VRRM Verra Mobility ...
24.64
+1.15% 1.92M +38.60% 43.23M 23.71 5.33% Share
10 AMPL Amplitude, Inc.
11.59
-1.28% 3.85M +2.07% 39.24M 10.09 4.84% Share
11 JAMF Jamf Holding Co...
11.21
+0.90% 3.08M +100.00% 37.39M 12.15 4.61% Share
12 WTW Willis Towers W...
338.03
-1.59% 106.65K -39.28% 36.04M 230.7 4.45% Share
13 RPAY Repay Holdings ...
5.12
-4.12% 6.17M +2.07% 34.36M 7.76 4.24% Share
14 NABL N-able, Inc.
8.09
-0.92% 4.58M +28.59% 32.48M 11.13 4.01% Share
15 INFA Informatica Inc...
24.83
-0.08% 1.73M +100.00% 30.11M 17.45 3.72% Share
16 SWK Stanley Black &...
73.44
-2.2% 385.11K +8.63% 29.61M 80.02 3.65% Share
17 DV DoubleVerify Ho...
11.86
-2.91% 1.68M +100.00% 22.49M 13.37 2.77% Share
18 RTO Rentokil Initia...
24.12
+0.08% 954.77K +100.00% 21.86M 22.9 2.70% Share
19 SYY Sysco Corporati...
81.10
-0.88% 260.43K +100.00% 19.54M 75.04 2.41% Share
20 PSFE Paysafe Limited
12.71
-3.99% 1.21M +100.00% 18.92M 15.69 2.33% Share
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