Sunriver Management LLC
- SEC CIK
- 0001663900
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 21
- −2 vs. Q2 2025
- Portfolio value
- $920.0M
- −$12.6M (−1.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| IASIntegral Ad Science Holding Corp. | COM | 7,120,157 | $72.4M | 7.9% | −1,702,757−19.3% | Reduced | History |
| HURNHuron Consulting Group Inc. | Stock | 451,985 | $66.3M | 7.2% | +73,774+19.5% | Added | History |
| VRRMVerra Mobility Corp | CL A COM STK | 2,284,774 | $56.4M | 6.1% | +219,976+10.7% | Added | History |
| RTORentokil Initial PLC | SPONSORED ADR | 1,985,245 | $50.1M | 5.4% | −71,881−3.5% | Reduced | History |
| BOXBox Inc | CL A | 1,517,828 | $49.0M | 5.3% | +359,329+31.0% | Added | History |
| WEXWEX Inc. | COM | 308,081 | $48.5M | 5.3% | −32,875−9.6% | Reduced | History |
| NABLN-able, Inc. | COMMON STOCK | 6,211,878 | $48.5M | 5.3% | −186,763−2.9% | Reduced | History |
| PFGCPerformance Food Group Co | COM | 463,141 | $48.2M | 5.2% | −192,259−29.3% | Reduced | History |
| SYYSysco Corp | Stock | 556,343 | $45.8M | 5.0% | +556,343 | New | History |
| SSNCSS&C Technologies Holdings Inc | COM | 507,017 | $45.0M | 4.9% | +22,674+4.7% | Added | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 155,407 | $44.7M | 4.9% | +24,817+19.0% | Added | History |
| IQVIQVIA Holdings Inc. | Stock | 229,104 | $43.5M | 4.7% | +229,104 | New | History |
| OPLNOPENLANE, Inc. | COM | 1,491,108 | $42.9M | 4.7% | −775,593−34.2% | Reduced | History |
| SWKStanley Black & Decker, Inc. | COM | 567,473 | $42.2M | 4.6% | +425,509+299.7% | Added | History |
| JAMFJamf Holding Corp. | COM | 3,893,883 | $41.7M | 4.5% | −625,699−13.8% | Reduced | History |
| DLTRDollar Tree, Inc. | COM | 389,168 | $36.7M | 4.0% | −2,684−0.7% | Reduced | History |
| FAFirst Advantage Corp | COM | 2,350,614 | $36.2M | 3.9% | +741,913+46.1% | Added | History |
| CBZCBIZ, Inc. | COM | 596,762 | $31.6M | 3.4% | +596,762 | New | History |
| ARMKAramark | COM | 817,261 | $31.4M | 3.4% | −421,451−34.0% | Reduced | History |
| RPAYRepay Holdings Corp | COM CL A | 3,928,000 | $20.5M | 2.2% | +209,348+5.6% | Added | History |
| DVDoubleVerify Holdings, Inc. | COM | 1,523,175 | $18.2M | 2.0% | −166,718−9.9% | Reduced | History |
Sold out since Q2 2025 (5)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| FISVFiserv Inc | Stock | 273,954 | $47.2M | 5.1% | History |
| FISFidelity National Information Services, Inc. | Stock | 552,375 | $45.0M | 4.8% | History |
| AMPLAmplitude, Inc. | Stock | 3,339,327 | $41.4M | 4.4% | History |
| WTWWillis Towers Watson PLC | SHS | 78,461 | $24.0M | 2.6% | History |
| PSFEPaysafe Ltd | SHS | 688,442 | $8.69M | 0.9% | History |