Sunriver Management LLC
- SEC CIK
- 0001663900
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 18
- −5 vs. Q4 2025
- Portfolio value
- $591.3M
- −$362.5M (−38.0%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ARMKAramark | COM | 1,398,349 | $56.7M | 9.6% | +46,952+3.5% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 797,849 | $53.9M | 9.1% | +166,970+26.5% | Added | History |
| WCNWaste Connections, Inc. | COM | 322,683 | $52.4M | 8.9% | +322,683 | New | History |
| OPLNOPENLANE, Inc. | COM | 1,518,196 | $44.3M | 7.5% | +19,634+1.3% | Added | History |
| VRRMVerra Mobility Corp | CL A COM STK | 2,943,917 | $42.1M | 7.1% | −13,059−0.4% | Reduced | History |
| FAFirst Advantage Corp | COM | 3,032,711 | $35.7M | 6.0% | +371,425+14.0% | Added | History |
| CDWCDW Corp | COM | 268,356 | $32.5M | 5.5% | +99,374+58.8% | Added | History |
| WEXWEX Inc. | COM | 203,694 | $31.2M | 5.3% | −125,483−38.1% | Reduced | History |
| HURNHuron Consulting Group Inc. | Stock | 233,820 | $29.8M | 5.0% | −45,269−16.2% | Reduced | History |
| PFGCPerformance Food Group Co | COM | 345,211 | $29.6M | 5.0% | −109,104−24.0% | Reduced | History |
| LYVLive Nation Entertainment, Inc. | COM | 170,661 | $26.0M | 4.4% | +20,661+13.8% | Added | History |
| CBZCBIZ, Inc. | COM | 968,631 | $26.0M | 4.4% | −20,718−2.1% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 548,860 | $25.7M | 4.4% | +548,860 | New | History |
| TRUTransUnion | COM | 331,809 | $23.0M | 3.9% | −186,112−35.9% | Reduced | History |
| CAECae Inc | COM | 844,393 | $22.0M | 3.7% | +844,393 | New | History |
| LMTLockheed Martin Corp | Stock | 36,270 | $21.9M | 3.7% | −93,043−72.0% | Reduced | History |
| SWKStanley Black & Decker, Inc. | COM | 293,036 | $20.8M | 3.5% | −140,637−32.4% | Reduced | History |
| BOBSBob's Discount Furniture, Inc. | COM SHS | 1,517,451 | $17.8M | 3.0% | +1,517,451 | New | History |
Sold out since Q4 2025 (9)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| BOXBox Inc | CL A | 1,741,267 | $52.1M | 5.5% | History |
| RTORentokil Initial PLC | SPONSORED ADR | 1,697,919 | $50.0M | 5.2% | History |
| SYYSysco Corp | Stock | 652,768 | $48.1M | 5.0% | History |
| NABLN-able, Inc. | COMMON STOCK | 6,134,573 | $45.9M | 4.8% | History |
| HIIHuntington Ingalls Industries, Inc. | COM | 115,217 | $39.2M | 4.1% | History |
| IQVIQVIA Holdings Inc. | Stock | 163,513 | $36.9M | 3.9% | History |
| ACVAACV Auctions Inc. | COM CL A | 2,963,578 | $23.8M | 2.5% | History |
| RPAYRepay Holdings Corp | COM CL A | 4,361,524 | $15.9M | 1.7% | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 2,000,000 | $15.9M | 1.7% | History |