Sunriver Management
Latest statistics and disclosures from Sunriver Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ARMK, SSNC, WCN, OPLN, VRRM, and represent 42.16% of Sunriver Management's stock portfolio.
- Added to shares of these 10 stocks: WCN (+$52M), FIS (+$26M), CAE (+$22M), BOBS (+$18M), CDW (+$12M), SSNC (+$11M), FA, LYV, ARMK, OPLN.
- Started 4 new stock positions in CAE, BOBS, FIS, WCN.
- Reduced shares in these 10 stocks: LMT (-$56M), BOX (-$52M), RTO (-$50M), SYY (-$48M), NABL (-$46M), HII (-$39M), IQV (-$37M), ACVA (-$24M), WEX (-$19M), RPAY (-$16M).
- Sold out of its positions in ACVA, BOX, CCC, HII, IQV, NABL, RTO, RPAY, SYY.
- Sunriver Management was a net seller of stock by $-291M.
- Sunriver Management has $591M in assets under management (AUM), dropping by -38.01%.
- Central Index Key (CIK): 0001663900
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Portfolio Holdings for Sunriver Management
Sunriver Management holds 18 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Aramark Hldgs (ARMK) | 9.6 | $57M | +3% | 1.4M | 40.54 |
|
| Ss&c Technologies Holding (SSNC) | 9.1 | $54M | +26% | 798k | 67.57 |
|
| Waste Connections (WCN) | 8.9 | $52M | NEW | 323k | 162.44 |
|
| KAR Auction Services (OPLN) | 7.5 | $44M | 1.5M | 29.15 |
|
|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 7.1 | $42M | 2.9M | 14.29 |
|
|
| First Advantage Corp (FA) | 6.0 | $36M | +13% | 3.0M | 11.76 |
|
| Cdw (CDW) | 5.5 | $33M | +58% | 268k | 121.02 |
|
| Wright Express (WEX) | 5.3 | $31M | -38% | 204k | 153.04 |
|
| Huron Consulting (HURN) | 5.0 | $30M | -16% | 234k | 127.49 |
|
| Performance Food (PFGC) | 5.0 | $30M | -24% | 345k | 85.66 |
|
| Live Nation Entertainment (LYV) | 4.4 | $26M | +13% | 171k | 152.51 |
|
| Cbiz (CBZ) | 4.4 | $26M | -2% | 969k | 26.85 |
|
| Fidelity National Information Services (FIS) | 4.4 | $26M | NEW | 549k | 46.91 |
|
| Transunion (TRU) | 3.9 | $23M | -35% | 332k | 69.19 |
|
| Cae (CAE) | 3.7 | $22M | NEW | 844k | 26.05 |
|
| Lockheed Martin Corporation (LMT) | 3.7 | $22M | -71% | 36k | 604.39 |
|
| Stanley Black & Decker (SWK) | 3.5 | $21M | -32% | 293k | 71.06 |
|
| Bobs Disc Furniture Com Shs (BOBS) | 3.0 | $18M | NEW | 1.5M | 11.75 |
|
Past Filings by Sunriver Management
SEC 13F filings are viewable for Sunriver Management going back to 2015
- Sunriver Management 2026 Q1 filed May 14, 2026
- Sunriver Management 2025 Q4 filed Feb. 13, 2026
- Sunriver Management 2025 Q3 filed Nov. 13, 2025
- Sunriver Management 2025 Q2 filed Aug. 13, 2025
- Sunriver Management 2025 Q1 filed May 14, 2025
- Sunriver Management 2024 Q4 filed Feb. 13, 2025
- Sunriver Management 2024 Q3 filed Nov. 13, 2024
- Sunriver Management 2024 Q2 filed Aug. 13, 2024
- Sunriver Management 2024 Q1 filed May 14, 2024
- Sunriver Management 2023 Q4 filed Feb. 13, 2024
- Sunriver Management 2023 Q3 filed Nov. 14, 2023
- Sunriver Management 2023 Q2 filed Aug. 14, 2023
- Sunriver Management 2023 Q1 filed May 15, 2023
- Sunriver Management 2022 Q4 filed Feb. 13, 2023
- Sunriver Management 2022 Q3 filed Nov. 14, 2022
- Sunriver Management 2022 Q2 filed Aug. 15, 2022