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

25 quarters · across all stocks

Holdings in FIS

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Shares Held

Position Value (USD)

13 of 13 shown
Report Date Value (USD) Shares
2026-03-31 $25,747,022 548,860
2025-06-30 $44,968,848 552,375
2025-03-31 $48,795,837 653,399
2024-12-31 $24,828,778 307,401
2024-09-30 $33,983,823 405,777
2024-06-30 $29,127,468 386,511
2024-03-31 $32,791,194 442,049
2023-12-31 $28,657,414 477,067
2022-09-30 $33,515,219 443,499
2022-06-30 $33,019,900 360,204
2022-03-31 $15,869,071 158,027
2020-06-30 $30,477,584 227,292
2020-03-31 $32,925,515 270,680