Sunriver Management LLC
Top Portfolio Positions
18 positions ·
$591,346,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ARMK |
Aramark
Industrials
|
1,398,349 | $56,689,068 | 9.59% | |
| SSNC |
SS&C Technologies Holdings Inc
Technology
|
797,849 | $53,910,656 | 9.12% | |
| WCN |
Waste Connections, Inc.
Industrials
|
322,683 | $52,416,626 | 8.86% | |
| OPLN |
OPENLANE, Inc.
Consumer Cyclical
|
1,518,196 | $44,255,413 | 7.48% | |
| VRRM |
VERRA MOBILITY Corp
Technology
|
2,943,917 | $42,068,573 | 7.11% | |
| FA |
First Advantage Corp
Industrials
|
3,032,711 | $35,664,681 | 6.03% | |
| CDW |
CDW Corp
Technology
|
268,356 | $32,476,443 | 5.49% | |
| WEX |
WEX Inc.
Technology
|
203,694 | $31,173,329 | 5.27% | |
| HURN |
Huron Consulting Group Inc.
Industrials
|
233,820 | $29,809,711 | 5.04% | |
| PFGC |
Performance Food Group Co
Consumer Defensive
|
345,211 | $29,570,774 | 5.00% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BOX
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $52,081,295 | 1,741,267 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,980,309 | 1,517,828 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $39,585,910 | 1,158,499 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $47,736,161 | 1,546,862 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,002,683 | 949,452 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $51,450,839 | 1,571,978 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $48,217,543 | 1,823,659 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $42,532,193 | 1,501,843 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $49,180,880 | 1,920,378 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $42,100,754 | 1,738,982 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,666,636 | 1,316,087 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $35,990,623 | 1,343,435 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,786,117 | 956,830 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $36,665,706 | 1,503,309 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,750,695 | 1,700,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $42,140,632 | 1,450,125 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $44,370,469 | 1,694,176 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $41,556,543 | 1,755,663 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $32,569,709 | 1,274,744 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $46,666,544 | 2,032,515 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $13,204,748 | 731,565 | Shares | Sole | 2021-02-16 | |
| No 13F history on record for this holder in this stock. | ||||||