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 PFGC
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,570,774 | 345,211 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $40,852,004 | 454,315 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $48,185,189 | 463,141 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $57,327,838 | 655,400 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $57,220,309 | 727,716 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $77,083,558 | 911,692 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $73,031,827 | 931,885 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $66,167,515 | 1,000,870 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $63,173,280 | 846,373 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $67,855,166 | 981,275 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $57,741,247 | 980,993 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $45,221,987 | 750,697 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,295,037 | 651,227 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $34,306,694 | 587,544 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $39,135,567 | 911,189 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $38,034,610 | 827,199 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $35,593,471 | 699,145 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $30,694,077 | 668,862 | Shares | Sole | 2022-02-11 | |
| 2020-09-30 | $14,569,965 | 420,854 | Shares | Sole | 2020-11-16 | |
| No 13F history on record for this holder in this stock. | ||||||