Institutions / Sunriver Management LLC
Sunriver Management LLC
CIK 1663900 · Institution · as of Dec 31, 2025
Portfolio value
$953.87M
Positions
23
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VERRA MOBILITY Corp | $66.27M | 6.9% |
| Lockheed Martin Corp | $62.54M | 6.6% |
| SS&C TECHNOLOGIES HOLDINGS, INC. | $55.15M | 5.8% |
| Box Inc | $52.08M | 5.5% |
| Rentokil Initial PLC | $50.02M | 5.2% |
| CBIZ, Inc. | $49.91M | 5.2% |
| Aramark | $49.81M | 5.2% |
| WEX Inc | $49.04M | 5.1% |
| Huron Consulting Group Inc. | $48.26M | 5.1% |
| Sysco Corp | $48.10M | 5.0% |
| N-able, Inc. | $45.89M | 4.8% |
| OPENLANE Inc | $44.63M | 4.7% |
| TransUnion | $44.41M | 4.7% |
| Performance Food Group Co | $40.85M | 4.3% |
| Huntington Ingalls Industries, Inc. | $39.18M | 4.1% |
| First Advantage Corp | $38.67M | 4.1% |
| Iqvia Holdings Inc. | $36.86M | 3.9% |
| Stanley Black & Decker, Inc. | $32.21M | 3.4% |
| ACV Auctions Inc. | $23.77M | 2.5% |
| CDW Corp | $23.02M | 2.4% |
| Live Nation Entertainment Inc | $21.38M | 2.2% |
| Repay Holdings Corp | $15.92M | 1.7% |
| CCC Intelligent Solutions Holdings Inc. | $15.90M | 1.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.