Sunriver Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Sunriver Management Llc disclosed 20 stock positions valued at approximately $636.84M as of quarter-end June 30, 2026. The largest holdings include ARAMARK, WASTE CONNECTIONS INC, and SS&C TECH HLDGS.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $636.84M
Holdings by Sector
Sunriver Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARAMARK | ARMK | Industrials | 9.44% | 1,056,474 | -341,875 | -24.45% | $60,113,371 |
| WASTE CONNECTIONS INC | WCN | Industrials | 8.99% | 343,513 | +20,830 | +6.46% | $57,260,182 |
| SS&C TECH HLDGS | SSNC | Technology | 7.92% | 813,251 | +15,402 | +1.93% | $50,462,225 |
| DOLLAR GEN CORP | DG | Consumer Defensive | 6.02% | 333,053 | +333,053 | +100.00% | $38,337,731 |
| FIRST ADVANTAGE CORP NEW | FA | Industrials | 5.50% | 1,940,912 | -1,091,799 | -36.00% | $35,033,462 |
| BOOKING HOLDINGS INC | BKNG | Consumer Cyclical | 5.44% | 194,470 | +194,470 | +100.00% | $34,662,333 |
| LENNOX INTL INC | LII | Industrials | 5.31% | 59,007 | +59,007 | +100.00% | $33,808,061 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 5.02% | 174,743 | +4,082 | +2.39% | $31,997,191 |
| CORE & MAIN INC | CNM | Industrials | 4.70% | 620,017 | +620,017 | +100.00% | $29,915,820 |
| WEX INC | WEX | Technology | 4.49% | 202,518 | -1,176 | -0.58% | $28,573,265 |
| GENUINE PARTS CO | GPC | Consumer Cyclical | 4.48% | 241,980 | +241,980 | +100.00% | $28,548,800 |
| PERFORMANCE FOOD GROUP CO | PFGC | Consumer Defensive | 3.87% | 220,456 | -124,755 | -36.14% | $24,644,776 |
| CAE INC | CAE | Industrials | 3.85% | 979,193 | +134,800 | +15.96% | $24,538,577 |
| MCGRATH RENTCORP | MGRC | Industrials | 3.78% | 198,684 | +198,684 | +100.00% | $24,046,725 |
| INSPERITY INC | NSP | Industrials | 3.35% | 516,995 | +516,995 | +100.00% | $21,357,063 |
| HURON CONSULTING GROUP INC | HURN | Industrials | 3.34% | 235,663 | +1,843 | +0.79% | $21,247,376 |
| CONSTRUCTION PARTNERS INC | ROAD | Industrials | 3.27% | 175,223 | +175,223 | +100.00% | $20,811,236 |
| WAYSTAR HLDG CORP | WAY | Healthcare | 2.76% | 855,000 | +855,000 | +100.00% | $17,553,150 |
| SOLSTICE ADVANCED MATLS INC | SOLS | Other | 2.74% | 196,879 | +196,879 | +100.00% | $17,443,479 |
| KORN FERRY | KFY | Industrials | 1.71% | 163,836 | +163,836 | +100.00% | $10,908,201 |
Showing 20 of 20 holdings in the latest reporting period.