Sunriver Management LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Sunriver Management LLC disclosed 21 US equity positions worth $920.0m in its Q3 2025 13F filing. The largest position was IAS at 7.9% of the reported book, followed by HURN and VRRM. Against the Q2 2025 filing, it opened 3 new positions, added to 8 and reduced 10 among the top 21 holdings.
What did Sunriver Management LLC own in Q3 2025? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | IAS INTEGRAL AD SCIENCE HLDNG CO | 7.9% | $72.4m | 7,120,157 | -19% | reduced | |
| 2 | HURN HURON CONSULTING GROUP INC | Industrials | 7.2% | $66.3m | 451,985 | 20% | added |
| 3 | VRRM VERRA MOBILITY CORP | Technology | 6.1% | $56.4m | 2,284,774 | 11% | added |
| 4 | RTO RENTOKIL INITIAL PLC | 5.4% | $50.1m | 1,985,245 | -3% | reduced | |
| 5 | BOX BOX INC | Technology | 5.3% | $49.0m | 1,517,828 | 31% | added |
| 6 | WEX WEX INC | Technology | 5.3% | $48.5m | 308,081 | -10% | reduced |
| 7 | NABL N-ABLE INC | Technology | 5.3% | $48.5m | 6,211,878 | -3% | reduced |
| 8 | PFGC PERFORMANCE FOOD GROUP CO | Consumer Defensive | 5.2% | $48.2m | 463,141 | -29% | reduced |
| 9 | SYY SYSCO CORP | Consumer Defensive | 5.0% | $45.8m | 556,343 | – | new |
| 10 | SSNC SS&C TECHNOLOGIES HLDGS INC | Technology | 4.9% | $45.0m | 507,017 | 5% | added |
| 11 | HII HUNTINGTON INGALLS INDS INC | Industrials | 4.9% | $44.7m | 155,407 | 19% | added |
| 12 | IQV IQVIA HLDGS INC | Healthcare | 4.7% | $43.5m | 229,104 | – | new |
| 13 | OPLN OPENLANE INC | Consumer Cyclical | 4.7% | $42.9m | 1,491,108 | -34% | reduced |
| 14 | SWK STANLEY BLACK & DECKER INC | Industrials | 4.6% | $42.2m | 567,473 | 300% | added |
| 15 | JAMF JAMF HLDG CORP | 4.5% | $41.7m | 3,893,883 | -14% | reduced | |
| 16 | DLTR DOLLAR TREE INC | Consumer Defensive | 4.0% | $36.7m | 389,168 | -1% | reduced |
| 17 | FA FIRST ADVANTAGE CORP NEW | 3.9% | $36.2m | 2,350,614 | 46% | added | |
| 18 | CBZ CBIZ INC | Industrials | 3.4% | $31.6m | 596,762 | – | new |
| 19 | ARMK ARAMARK | Industrials | 3.4% | $31.4m | 817,261 | -34% | reduced |
| 20 | RPAY REPAY HLDGS CORP | Technology | 2.2% | $20.5m | 3,928,000 | 6% | added |
| 21 | DV DOUBLEVERIFY HLDGS INC | Communication Services | 2.0% | $18.2m | 1,523,175 | -10% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.