Sunriver Management LLC
- SEC CIK
- 0001663900
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 17
- +2 vs. Q4 2022
- Portfolio value
- $479.5M
- −$7.51M (−1.5%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NEWRNew Relic, Inc. | COM | 654,422 | $49.3M | 10.3% | −74,482−10.2% | Reduced | History |
| SSNCSS&C Technologies Holdings Inc | COM | 736,888 | $41.6M | 8.7% | −330,279−30.9% | Reduced | History |
| RCMR1 RCM Inc. | COM | 2,703,934 | $40.6M | 8.5% | −1,907,394−41.4% | Reduced | History |
| PFGCPerformance Food Group Co | COM | 651,227 | $39.3M | 8.2% | +63,683+10.8% | Added | History |
| BOXBox Inc | CL A | 1,343,435 | $36.0M | 7.5% | +386,605+40.4% | Added | History |
| TTWOTake Two Interactive Software Inc | COM | 253,238 | $30.2M | 6.3% | −46,120−15.4% | Reduced | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 2,524,333 | $29.6M | 6.2% | −981,647−28.0% | Reduced | History |
| SONOSonos Inc | COM | 1,382,061 | $27.1M | 5.7% | −151,542−9.9% | Reduced | History |
| Neogames S AL6673X107 | SHS | 1,751,081 | $26.6M | 5.6% | −88,313−4.8% | Reduced | – |
| FISVFiserv Inc | Stock | 216,284 | $24.4M | 5.1% | −373,128−63.3% | Reduced | History |
| VRRMVerra Mobility Corp | CL A COM STK | 1,396,623 | $23.6M | 4.9% | −655,720−31.9% | Reduced | History |
| EVTCEVERTEC, Inc. | COM | 666,041 | $22.5M | 4.7% | +666,041 | New | History |
| CLVTClarivate PLC | ORD SHS | 2,268,199 | $21.3M | 4.4% | −1,181,080−34.2% | Reduced | History |
| Nuvei Corp67079A102 | COM | 417,106 | $18.2M | 3.8% | +289,642+227.2% | Added | – |
| NABLN-able, Inc. | COMMON STOCK | 1,352,215 | $17.8M | 3.7% | −635,577−32.0% | Reduced | History |
| RPAYRepay Holdings Corp | COM CL A | 2,606,245 | $17.1M | 3.6% | +1,015,376+63.8% | Added | History |
| IASIntegral Ad Science Holding Corp. | COM | 994,160 | $14.2M | 3.0% | +994,160 | New | History |