Sunriver Management as of Sept. 30, 2025
Portfolio Holdings for Sunriver Management
Sunriver Management holds 21 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Integral Ad Science Hldng (IAS) | 7.9 | $72M | 7.1M | 10.17 | |
| Huron Consulting (HURN) | 7.2 | $66M | 452k | 146.77 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 6.1 | $56M | 2.3M | 24.70 | |
| Rentokil Initial Sponsored Adr (RTO) | 5.4 | $50M | 2.0M | 25.25 | |
| Box Cl A (BOX) | 5.3 | $49M | 1.5M | 32.27 | |
| Wright Express (WEX) | 5.3 | $49M | 308k | 157.53 | |
| N-able Common Stock (NABL) | 5.3 | $49M | 6.2M | 7.80 | |
| Performance Food (PFGC) | 5.2 | $48M | 463k | 104.04 | |
| SYSCO Corporation (SYY) | 5.0 | $46M | 556k | 82.34 | |
| Ss&c Technologies Holding (SSNC) | 4.9 | $45M | 507k | 88.76 | |
| Huntington Ingalls Inds (HII) | 4.9 | $45M | 155k | 287.91 | |
| Iqvia Holdings (IQV) | 4.7 | $44M | 229k | 189.94 | |
| KAR Auction Services (KAR) | 4.7 | $43M | 1.5M | 28.78 | |
| Stanley Black & Decker (SWK) | 4.6 | $42M | 568k | 74.33 | |
| Jamf Hldg Corp (JAMF) | 4.5 | $42M | 3.9M | 10.70 | |
| Dollar Tree (DLTR) | 4.0 | $37M | 389k | 94.37 | |
| First Advantage Corp (FA) | 3.9 | $36M | 2.4M | 15.39 | |
| Cbiz (CBZ) | 3.4 | $32M | 597k | 52.96 | |
| Aramark Hldgs (ARMK) | 3.4 | $31M | 817k | 38.40 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 2.2 | $21M | 3.9M | 5.23 | |
| DV (DV) | 2.0 | $18M | 1.5M | 11.98 |
