Holdings
Sunriver Management LLC
As of Jun 30, 2026, Sunriver Management LLC reported 21 positions worth US$637M. Largest: Aramark, Waste Connections, Inc. and Ss&c Technologies Holdings, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Aramark | 1.06M | US$60.1M | −342K | Jun 30, 2026 |
| Waste Connections, Inc. | 344K | US$57.3M | +20,830 | Jun 30, 2026 |
| Ss&c Technologies Holdings, Inc. | 813K | US$50.5M | +15,402 | Jun 30, 2026 |
| Dollar General Corporation | 333K | US$38.3M | new | Jun 30, 2026 |
| First Advantage Corporation | 1.94M | US$35M | −1.09M | Jun 30, 2026 |
| Booking Holdings Inc. Common Stock | 194K | US$34.7M | new | Jun 30, 2026 |
| Lennox International, Inc. | 59,007 | US$33.8M | new | Jun 30, 2026 |
| Live Nation Entertainment, Inc. | 175K | US$32M | +4,082 | Jun 30, 2026 |
| Core & Main, Inc. | 620K | US$29.9M | new | Jun 30, 2026 |
| Wex Inc. | 203K | US$28.6M | −1,176 | Jun 30, 2026 |