Sunriver Management LLC
Net seller this quarter
$637M
21
-$864K
62.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ARMK | $60.1M | 9.44% | 0.40% | -24.5% | Q1 2017 |
 WCN | $57.3M | 8.99% | 0.14% | +6.5% | Q1 2026 |
 SSNC | $50.5M | 7.92% | 0.35% | +1.9% | Q3 2019 |
 DG | $38.3M | 6.02% | 0.15% | Not reported | Q4 2015 |
 FA | $35M | 5.50% | 1.13% | -36.0% | Q3 2023 |
 BKNG | $34.7M | 5.44% | 0.03% | New | Q2 2026 |
 LII | $33.8M | 5.31% | 0.17% | New | Q2 2026 |
 LYV | $32M | 5.02% | 0.07% | +2.4% | Q4 2025 |
 CNM | $29.9M | 4.70% | Not reported | New | Q2 2026 |
 WEX | $28.6M | 4.49% | 0.59% | -0.6% | Q3 2024 |
 GPC | $28.5M | 4.48% | 0.18% | New | Q2 2026 |
 BOBS | $25.6M | 4.02% | 1.24% | +6.5% | Q1 2026 |
 PFGC | $24.6M | 3.87% | 0.14% | -36.1% | Q3 2020 |
 CAE | $24.5M | 3.85% | 0.30% | +16.0% | Q1 2026 |
 MGRC | $24M | 3.78% | 0.81% | New | Q2 2026 |
| NSP | $21.4M | 3.35% | 1.35% | Not reported | Q2 2020 |
 HURN | $21.2M | 3.34% | 1.45% | +0.8% | Q2 2024 |
 ROAD | $20.8M | 3.27% | 0.91% | New | Q2 2026 |
 WAY | $17.6M | 2.76% | 0.45% | New | Q2 2026 |
 SOLS | $17.4M | 2.74% | 0.12% | New | Q2 2026 |
 KFY | $10.9M | 1.71% | 0.32% | New | Q2 2026 |
| Q1 2026 | |||||
| ARMK | $56.7M | 9.59% | 0.53% | +3.5% | Q1 2017 |
| SSNC | $53.9M | 9.12% | 0.33% | +26.5% | Q3 2019 |
| WCN | $52.4M | 8.86% | 0.13% | New | Q1 2026 |
 OPLN | $44.3M | 7.48% | 1.43% | +1.3% | Q3 2023 |
 VRRM | $42.1M | 7.11% | 1.95% | -0.4% | Q2 2019 |
| FA | $35.7M | 6.03% | 1.76% | +14.0% | Q3 2023 |
 CDW | $32.5M | 5.49% | 0.21% | +58.8% | Q4 2015 |
| WEX | $31.2M | 5.27% | 0.59% | -38.1% | Q3 2024 |
| HURN | $29.8M | 5.04% | 1.38% | -16.2% | Q2 2024 |
| PFGC | $29.6M | 5.00% | 0.22% | -24.0% | Q3 2020 |
| LYV | $26M | 4.40% | 0.07% | +13.8% | Q4 2025 |
 CBZ | $26M | 4.40% | 1.76% | -2.1% | Q3 2025 |
 FIS | $25.7M | 4.35% | 0.11% | Not reported | Q4 2015 |
 TRU | $23M | 3.88% | 0.17% | -35.9% | Q4 2025 |
| CAE | $22M | 3.72% | 0.26% | New | Q1 2026 |
 LMT | $21.9M | 3.71% | 0.02% | -72.0% | Q4 2025 |
 SWK | $20.8M | 3.52% | 0.19% | -32.4% | Q4 2015 |
| BOBS | $17.8M | 3.02% | 1.16% | New | Q1 2026 |
| Q4 2025 | |||||
| VRRM | $66.3M | 6.95% | 1.93% | +29.4% | Q2 2019 |
| LMT | $62.5M | 6.56% | 0.06% | New | Q4 2025 |
| SSNC | $55.2M | 5.78% | 0.26% | +24.4% | Q3 2019 |
 BOX | $52.1M | 5.46% | 1.22% | +14.7% | Q4 2020 |
 RTO | $50M | 5.24% | 0.07% | -14.5% | Q1 2025 |
| CBZ | $49.9M | 5.23% | 1.82% | +65.8% | Q3 2025 |
| ARMK | $49.8M | 5.22% | 0.51% | +65.4% | Q1 2017 |
| WEX | $49M | 5.14% | 0.96% | +6.9% | Q3 2024 |
| HURN | $48.3M | 5.06% | 1.62% | -38.3% | Q2 2024 |
 SYY | $48.1M | 5.04% | 0.14% | +17.3% | Q1 2025 |
 NABL | $45.9M | 4.81% | 3.29% | -1.2% | Q3 2021 |
| OPLN | $44.6M | 4.68% | 1.41% | +0.5% | Q3 2023 |
| TRU | $44.4M | 4.66% | 0.27% | New | Q4 2025 |
| PFGC | $40.9M | 4.28% | 0.29% | -1.9% | Q3 2020 |
 HII | $39.2M | 4.11% | 0.29% | -25.9% | Q2 2025 |
| FA | $38.7M | 4.05% | 1.53% | +13.2% | Q3 2023 |
 IQV | $36.9M | 3.86% | 0.10% | -28.6% | Q3 2025 |
| SWK | $32.2M | 3.38% | 0.28% | -23.6% | Q4 2015 |
 ACVA | $23.8M | 2.49% | 1.71% | New | Q4 2025 |
| CDW | $23M | 2.41% | 0.13% | Not reported | Q4 2015 |
| LYV | $21.4M | 2.24% | 0.06% | New | Q4 2025 |
 RPAY | $15.9M | 1.67% | 67.42% | +11.0% | Q4 2022 |
 CCC | $15.9M | 1.67% | 0.33% | New | Q4 2025 |
| Q3 2025 | |||||
| IAS | $72.4M | 7.87% | 4.27% | -19.3% | Q1 2023 |
| HURN | $66.3M | 7.21% | 2.61% | +19.5% | Q2 2024 |
| VRRM | $56.4M | 6.13% | 1.43% | +10.7% | Q2 2019 |
| RTO | $50.1M | 5.45% | 0.08% | -3.5% | Q1 2025 |
| BOX | $49M | 5.32% | 1.05% | +31.0% | Q4 2020 |
| WEX | $48.5M | 5.28% | 0.90% | -9.6% | Q3 2024 |
| NABL | $48.5M | 5.27% | 3.31% | -2.9% | Q3 2021 |
| PFGC | $48.2M | 5.24% | 0.30% | -29.3% | Q3 2020 |
| SYY | $45.8M | 4.98% | 0.12% | Not reported | Q1 2025 |
| SSNC | $45M | 4.89% | 0.21% | +4.7% | Q3 2019 |
| HII | $44.7M | 4.86% | 0.40% | +19.0% | Q2 2025 |
| IQV | $43.5M | 4.73% | 0.13% | New | Q3 2025 |
| OPLN | $42.9M | 4.66% | 1.40% | -34.2% | Q3 2023 |
| SWK | $42.2M | 4.58% | 0.37% | +299.7% | Q4 2015 |
| JAMF | $41.7M | 4.53% | 2.93% | -13.8% | Q1 2025 |
 DLTR | $36.7M | 3.99% | 0.19% | -0.7% | Q3 2017 |
| FA | $36.2M | 3.93% | 1.35% | +46.1% | Q3 2023 |
| CBZ | $31.6M | 3.44% | 1.11% | New | Q3 2025 |
| ARMK | $31.4M | 3.41% | 0.31% | -34.0% | Q1 2017 |
| RPAY | $20.5M | 2.23% | 60.72% | +5.6% | Q4 2022 |
 DV | $18.2M | 1.98% | 0.95% | -9.9% | Q1 2025 |