Sunriver Management as of Dec. 31, 2025
Portfolio Holdings for Sunriver Management
Sunriver Management holds 23 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verra Mobility Corp Cl A Com Stk (VRRM) | 6.9 | $66M | 3.0M | 22.41 | |
| Lockheed Martin Corporation (LMT) | 6.6 | $63M | 129k | 483.67 | |
| Ss&c Technologies Holding (SSNC) | 5.8 | $55M | 631k | 87.42 | |
| Box Cl A (BOX) | 5.5 | $52M | 1.7M | 29.91 | |
| Rentokil Initial Sponsored Adr (RTO) | 5.2 | $50M | 1.7M | 29.46 | |
| Cbiz (CBZ) | 5.2 | $50M | 989k | 50.45 | |
| Aramark Hldgs (ARMK) | 5.2 | $50M | 1.4M | 36.86 | |
| Wright Express (WEX) | 5.1 | $49M | 329k | 148.98 | |
| Huron Consulting (HURN) | 5.1 | $48M | 279k | 172.91 | |
| SYSCO Corporation (SYY) | 5.0 | $48M | 653k | 73.69 | |
| N-able Common Stock (NABL) | 4.8 | $46M | 6.1M | 7.48 | |
| KAR Auction Services (OPLN) | 4.7 | $45M | 1.5M | 29.78 | |
| Transunion (TRU) | 4.7 | $44M | 518k | 85.75 | |
| Performance Food (PFGC) | 4.3 | $41M | 454k | 89.92 | |
| Huntington Ingalls Inds (HII) | 4.1 | $39M | 115k | 340.07 | |
| First Advantage Corp (FA) | 4.1 | $39M | 2.7M | 14.53 | |
| Iqvia Holdings (IQV) | 3.9 | $37M | 164k | 225.41 | |
| Stanley Black & Decker (SWK) | 3.4 | $32M | 434k | 74.28 | |
| Acv Auctions Com Cl A (ACVA) | 2.5 | $24M | 3.0M | 8.02 | |
| Cdw (CDW) | 2.4 | $23M | 169k | 136.20 | |
| Live Nation Entertainment (LYV) | 2.2 | $21M | 150k | 142.50 | |
| Repay Hldgs Corp Com Cl A (RPAY) | 1.7 | $16M | 4.4M | 3.65 | |
| Ccc Intelligent Solutions Holdings (CCC) | 1.7 | $16M | 2.0M | 7.95 |
