Sunriver Management as of March 31, 2026
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 | 1.4M | 40.54 | |
| Ss&c Technologies Holding (SSNC) | 9.1 | $54M | 798k | 67.57 | |
| Waste Connections (WCN) | 8.9 | $52M | 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 | 3.0M | 11.76 | |
| Cdw (CDW) | 5.5 | $33M | 268k | 121.02 | |
| Wright Express (WEX) | 5.3 | $31M | 204k | 153.04 | |
| Huron Consulting (HURN) | 5.0 | $30M | 234k | 127.49 | |
| Performance Food (PFGC) | 5.0 | $30M | 345k | 85.66 | |
| Live Nation Entertainment (LYV) | 4.4 | $26M | 171k | 152.51 | |
| Cbiz (CBZ) | 4.4 | $26M | 969k | 26.85 | |
| Fidelity National Information Services (FIS) | 4.4 | $26M | 549k | 46.91 | |
| Transunion (TRU) | 3.9 | $23M | 332k | 69.19 | |
| Cae (CAE) | 3.7 | $22M | 844k | 26.05 | |
| Lockheed Martin Corporation (LMT) | 3.7 | $22M | 36k | 604.39 | |
| Stanley Black & Decker (SWK) | 3.5 | $21M | 293k | 71.06 | |
| Bobs Disc Furniture Com Shs (BOBS) | 3.0 | $18M | 1.5M | 11.75 |
