Sunriver Management as of June 30, 2026
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 | 1.1M | 56.90 | |
| Waste Connections (WCN) | 9.0 | $57M | 344k | 166.69 | |
| Ss&c Technologies Holding (SSNC) | 7.9 | $51M | 813k | 62.05 | |
| Dollar General (DG) | 6.0 | $38M | 333k | 115.11 | |
| First Advantage Corp (FA) | 5.5 | $35M | 1.9M | 18.05 | |
| Booking Holdings (BKNG) | 5.4 | $35M | 195k | 178.24 | |
| Lennox International (LII) | 5.3 | $34M | 59k | 572.95 | |
| Live Nation Entertainment (LYV) | 5.0 | $32M | 175k | 183.11 | |
| Core & Main Cl A (CNM) | 4.7 | $30M | 620k | 48.25 | |
| Wright Express (WEX) | 4.5 | $29M | 203k | 141.09 | |
| Genuine Parts Company (GPC) | 4.5 | $29M | 242k | 117.98 | |
| Bobs Disc Furniture Com Shs (BOBS) | 4.0 | $26M | 1.6M | 15.82 | |
| Performance Food (PFGC) | 3.9 | $25M | 221k | 111.79 | |
| Cae (CAE) | 3.9 | $25M | 979k | 25.06 | |
| McGrath Rent (MGRC) | 3.8 | $24M | 199k | 121.03 | |
| Insperity (NSP) | 3.4 | $21M | 517k | 41.31 | |
| Huron Consulting (HURN) | 3.3 | $21M | 236k | 90.16 | |
| Construction Partners Com Cl A (ROAD) | 3.3 | $21M | 175k | 118.77 | |
| Waystar Holding Corp (WAY) | 2.8 | $18M | 855k | 20.53 | |
| Solstice Advanced Matls Com Shs (SOLS) | 2.7 | $17M | 197k | 88.60 | |
| Korn Ferry Com New (KFY) | 1.7 | $11M | 164k | 66.58 |
