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 SWK
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,823,138 | 293,036 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,213,230 | 433,673 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $42,180,268 | 567,473 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,618,061 | 141,964 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,606,872 | 385,105 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $28,464,972 | 354,527 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||