Sunriver Management Llc Portfolio Stock Holdings
Sunriver Management Llc disclosed 18 stock positions valued at approximately $591.3 million in its latest SEC 13F filing. The largest holdings include ARAMARK, SS&C TECH HLDGS, and WASTE CONNECTIONS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 18
- Portfolio Value
- $591.3M
Holdings by Sector
Sunriver Management Llc Portfolio Holdings in Q1 2026
17 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ARAMARK | ARMK | Industrials | 9.59% | 1,398,349 | +46,952 | +3.47% | $56,689,068 |
| SS&C TECH HLDGS | SSNC | Technology | 9.12% | 797,849 | +166,970 | +26.47% | $53,910,657 |
| WASTE CONNECTIONS INC | WCN | Industrials | 8.86% | 322,683 | +322,683 | +100.00% | $52,416,627 |
| OPENLANE INC | KAR | Consumer Cyclical | 7.48% | 1,518,196 | +19,634 | +1.31% | $44,255,413 |
| VERRA MOBILITY CORP | VRRM | Industrials | 7.11% | 2,943,917 | -13,059 | -0.44% | $42,068,574 |
| FIRST ADVANTAGE CORP NEW | FA | Industrials | 6.03% | 3,032,711 | +371,425 | +13.96% | $35,664,681 |
| CDW CORP | CDW | Technology | 5.49% | 268,356 | +99,374 | +58.81% | $32,476,443 |
| WEX INC | WEX | Technology | 5.27% | 203,694 | -125,483 | -38.12% | $31,173,330 |
| HURON CONSULTING GROUP INC | HURN | Industrials | 5.04% | 233,820 | -45,269 | -16.22% | $29,809,712 |
| PERFORMANCE FOOD GROUP CO | PFGC | Consumer Defensive | 5.00% | 345,211 | -109,104 | -24.02% | $29,570,774 |
| LIVE NATION ENTERTAINMENT IN | LYV | Communication Services | 4.40% | 170,661 | +20,661 | +13.77% | $26,027,509 |
| CBIZ INC | CBZ | Industrials | 4.40% | 968,631 | -20,718 | -2.09% | $26,007,742 |
| FIDELITY NATL INFORMATION SV | FIS | Technology | 4.35% | 548,860 | +548,860 | +100.00% | $25,747,023 |
| TRANSUNION | TRU | Financial Services | 3.88% | 331,809 | -186,112 | -35.93% | $22,957,865 |
| CAE INC | CAE | Industrials | 3.72% | 844,393 | +844,393 | +100.00% | $21,996,438 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 3.71% | 36,270 | -93,043 | -71.95% | $21,921,225 |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 3.52% | 293,036 | -140,637 | -32.43% | $20,823,138 |