Sunriver Management LLC
Sunriver Management LLC reported 21 holdings worth US$637M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Sunriver Management LLC reported 21 holdings worth US$637M as of Jun 30, 2026. Largest: Aramark, Waste Connections, Inc. and Ss&c Technologies Holdings, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$637M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Aramark | 1.06M | US$60.1M | 9.4% |
| Waste Connections, Inc. | 344K | US$57.3M | 9.0% |
| Ss&c Technologies Holdings, Inc. | 813K | US$50.5M | 7.9% |
| Dollar General Corporation | 333K | US$38.3M | 6.0% |
| First Advantage Corporation | 1.94M | US$35M | 5.5% |
| Booking Holdings Inc. Common Stock | 194K | US$34.7M | 5.4% |
| Lennox International, Inc. | 59,007 | US$33.8M | 5.3% |
| Live Nation Entertainment, Inc. | 175K | US$32M | 5.0% |
| Core & Main, Inc. | 620K | US$29.9M | 4.7% |
| Wex Inc. | 203K | US$28.6M | 4.5% |
| Genuine Parts Company | 242K | US$28.5M | 4.5% |
| Bob's Discount Furniture, Inc. | 1.62M | US$25.6M | 4.0% |
| Performance Food Group Company | 220K | US$24.6M | 3.9% |
| Cae Inc. | 979K | US$24.5M | 3.9% |
| Mcgrath Rentcorp | 199K | US$24M | 3.8% |
| Insperity, Inc. | 517K | US$21.4M | 3.4% |
| Huron Consulting Group Inc. | 236K | US$21.2M | 3.3% |
| Construction Partners, Inc. | 175K | US$20.8M | 3.3% |
| Waystar Holding Corp. | 855K | US$17.6M | 2.8% |
| Solstice Advanced Materials Inc. | 197K | US$17.4M | 2.7% |
| Korn Ferry | 164K | US$10.9M | 1.7% |
| Stanley Black & Decker, Inc. | 0 | US$0 | 0.00% |
| Transunion | 0 | US$0 | 0.00% |
| Verra Mobility Corporation | 0 | US$0 | 0.00% |
| Cbiz, Inc. | 0 | US$0 | 0.00% |
| Cdw Corporation | 0 | US$0 | 0.00% |
| Fidelity National Information Services, Inc. | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Openlane, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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