Sunriver Management LLC
CIK
1663900
City
GREENWICH
State / Country
CT
Top Portfolio Positions
18 positions ·
$591,346,260 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| 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
Holdings in FIS
Shares Held
Position Value (USD)
13 of 13 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $25,747,022 | 548,860 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $44,968,848 | 552,375 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $48,795,837 | 653,399 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $24,828,778 | 307,401 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $33,983,823 | 405,777 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $29,127,468 | 386,511 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $32,791,194 | 442,049 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $28,657,414 | 477,067 | Shares | Sole | 2024-02-13 | |
| 2022-09-30 | $33,515,219 | 443,499 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $33,019,900 | 360,204 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $15,869,071 | 158,027 | Shares | Sole | 2022-05-13 | |
| 2020-06-30 | $30,477,584 | 227,292 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $32,925,515 | 270,680 | Shares | Sole | 2020-05-15 | |
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