Sunriver Management
Latest statistics and disclosures from Sunriver Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ARMK, WCN, SSNC, DG, FA, and represent 37.88% of Sunriver Management's stock portfolio.
- Added to shares of these 10 stocks: DG (+$38M), BKNG (+$35M), LII (+$34M), CNM (+$30M), GPC (+$29M), MGRC (+$24M), NSP (+$21M), ROAD (+$21M), WAY (+$18M), SOLS (+$17M).
- Started 11 new stock positions in SOLS, KFY, DG, CNM, ROAD, WAY, LII, MGRC, NSP, GPC. BKNG.
- Reduced shares in these 10 stocks: , VRRM (-$42M), CDW (-$33M), CBZ (-$26M), , TRU (-$23M), LMT (-$22M), SWK (-$21M), FA (-$20M), ARMK (-$20M).
- Sold out of its positions in CBZ, CDW, FIS, OPLN, LMT, SWK, TRU, VRRM.
- Sunriver Management was a net seller of stock by $-1.8M.
- Sunriver Management has $637M in assets under management (AUM), dropping by 7.69%.
- Central Index Key (CIK): 0001663900
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Portfolio Holdings for Sunriver Management
Sunriver Management holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Aramark Hldgs (ARMK) | 9.4 | $60M | -24% | 1.1M | 56.90 |
|
| Waste Connections (WCN) | 9.0 | $57M | +6% | 344k | 166.69 |
|
| Ss&c Technologies Holding (SSNC) | 7.9 | $51M | 813k | 62.05 |
|
|
| Dollar General (DG) | 6.0 | $38M | NEW | 333k | 115.11 |
|
| First Advantage Corp (FA) | 5.5 | $35M | -36% | 1.9M | 18.05 |
|
| Booking Holdings (BKNG) | 5.4 | $35M | NEW | 195k | 178.24 |
|
| Lennox International (LII) | 5.3 | $34M | NEW | 59k | 572.95 |
|
| Live Nation Entertainment (LYV) | 5.0 | $32M | +2% | 175k | 183.11 |
|
| Core & Main Cl A (CNM) | 4.7 | $30M | NEW | 620k | 48.25 |
|
| Wright Express (WEX) | 4.5 | $29M | 203k | 141.09 |
|
|
| Genuine Parts Company (GPC) | 4.5 | $29M | NEW | 242k | 117.98 |
|
| Bobs Disc Furniture Com Shs (BOBS) | 4.0 | $26M | +6% | 1.6M | 15.82 |
|
| Performance Food (PFGC) | 3.9 | $25M | -36% | 221k | 111.79 |
|
| Cae (CAE) | 3.9 | $25M | +15% | 979k | 25.06 |
|
| McGrath Rent (MGRC) | 3.8 | $24M | NEW | 199k | 121.03 |
|
| Insperity (NSP) | 3.4 | $21M | NEW | 517k | 41.31 |
|
| Huron Consulting (HURN) | 3.3 | $21M | 236k | 90.16 |
|
|
| Construction Partners Com Cl A (ROAD) | 3.3 | $21M | NEW | 175k | 118.77 |
|
| Waystar Holding Corp (WAY) | 2.8 | $18M | NEW | 855k | 20.53 |
|
| Solstice Advanced Matls Com Shs (SOLS) | 2.7 | $17M | NEW | 197k | 88.60 |
|
| Korn Ferry Com New (KFY) | 1.7 | $11M | NEW | 164k | 66.58 |
|
Past Filings by Sunriver Management
SEC 13F filings are viewable for Sunriver Management going back to 2015
- Sunriver Management 2026 Q2 filed Aug. 13, 2026
- 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