Sunriver Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$591.3M
Q ending 2026-03-31
Prior quarter
$953.9M
Q ending 2025-12-31
Change
-38.0% QoQ · -27.0% YoY
Positions
18
reported holdings
Largest positions
All 18 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Aramark | ARMK | Shares | $56.7M | 1.4M |
| Ss&C Tech Hldgs | SSNC | Shares | $53.9M | 798K |
| Waste Connections Inc | WCN | Shares | $52.4M | 323K |
| Openlane Inc | OPLN | Shares | $44.3M | 1.5M |
| Verra Mobility Corp | VRRM | Shares | $42.1M | 2.9M |
| First Advantage Corp New | FA | Shares | $35.7M | 3.0M |
| Cdw Corp | CDW | Shares | $32.5M | 268K |
| Wex Inc | WEX | Shares | $31.2M | 204K |
| Huron Consulting Group Inc | HURN | Shares | $29.8M | 234K |
| Performance Food Group Co | PFGC | Shares | $29.6M | 345K |
| Live Nation Entertainment In | LYV | Shares | $26.0M | 171K |
| Cbiz Inc | CBZ | Shares | $26.0M | 969K |
| Fidelity Natl Information Sv | FIS | Shares | $25.7M | 549K |
| Transunion | TRU | Shares | $23.0M | 332K |
| Cae Inc | CAE | Shares | $22.0M | 844K |
| Lockheed Martin Corp | LMT | Shares | $21.9M | 36K |
| Stanley Black & Decker Inc | SWK | Shares | $20.8M | 293K |
| Bobs Disc Furniture Inc | BOBS | Shares | $17.8M | 1.5M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.