Sunriver Management LLC
- SEC CIK
- 0001663900
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 19
- No 13F data for Q4 2020
- Portfolio value
- $534.8M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SSNCSS&C Technologies Holdings Inc | COM | 735,516 | $51.4M | 9.6% | – | – | History |
| BOXBox Inc | CL A | 2,032,515 | $46.7M | 8.7% | – | – | History |
| SEICSEI Investments Co | COM | 682,313 | $41.6M | 7.8% | – | – | History |
| FISVFiserv Inc | Stock | 347,070 | $41.3M | 7.7% | – | – | History |
| SAICScience Applications International Corp | COM | 484,634 | $40.5M | 7.6% | – | – | History |
| OTISOtis Worldwide Corp | Stock | 588,452 | $40.3M | 7.5% | – | – | History |
| TLNDTalend S.A. | ADS | 628,532 | $40.0M | 7.5% | – | – | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 454,296 | $36.0M | 6.7% | – | – | History |
| CSXCSX Corp | Stock | 291,001 | $28.1M | 5.2% | – | – | History |
| DOORMasonite International Corp | COM | 237,201 | $27.3M | 5.1% | – | – | History |
| USFDUS Foods Holding Corp. | COM | 686,916 | $26.2M | 4.9% | – | – | History |
| NSPInsperity, Inc. | COM | 261,101 | $21.9M | 4.1% | – | – | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 871,812 | $20.8M | 3.9% | – | – | History |
| WTWWillis Towers Watson PLC | SHS | 80,959 | $18.5M | 3.5% | – | – | History |
| DLBDolby Laboratories, Inc. | COM CL A | 184,556 | $18.2M | 3.4% | – | – | History |
| CWKCushman & Wakefield Ltd. | SHS | 933,539 | $15.2M | 2.8% | – | – | History |
| Far Peak Acquisition CorpG3312L103 | SHS CL A | 1,074,963 | $10.5M | 2.0% | – | – | – |
| Austerlitz Acquisition CorpG0633U119 | UNIT 99/99/9999 | 999,230 | $10.0M | 1.9% | – | – | – |
| Far Peak Acquisition CorpG3312L111 | *W EXP 12/07/202 | 358,321 | $394.0K | 0.1% | – | – | – |