Sunriver Management LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Sunriver Management LLC disclosed 23 US equity positions worth $953.9m in its Q4 2025 13F filing. The largest position was VRRM at 6.9% of the reported book, followed by LMT and SSNC. Against the Q3 2025 filing, it opened 6 new positions, added to 9 and reduced 7 among the top 23 holdings.
What did Sunriver Management LLC own in Q4 2025? Top 23 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | VRRM VERRA MOBILITY CORP | Technology | 6.9% | $66.3m | 2,956,976 | 29% | added |
| 2 | LMT LOCKHEED MARTIN CORP | Industrials | 6.6% | $62.5m | 129,313 | – | new |
| 3 | SSNC SS&C TECHNOLOGIES HLDGS INC | Technology | 5.8% | $55.2m | 630,879 | 24% | added |
| 4 | BOX BOX INC | Technology | 5.5% | $52.1m | 1,741,267 | 15% | added |
| 5 | RTO RENTOKIL INITIAL PLC | 5.2% | $50.0m | 1,697,919 | -14% | reduced | |
| 6 | CBZ CBIZ INC | Industrials | 5.2% | $49.9m | 989,349 | 66% | added |
| 7 | ARMK ARAMARK | Industrials | 5.2% | $49.8m | 1,351,397 | 65% | added |
| 8 | WEX WEX INC | Technology | 5.1% | $49.0m | 329,177 | 7% | added |
| 9 | HURN HURON CONSULTING GROUP INC | Industrials | 5.1% | $48.3m | 279,089 | -38% | reduced |
| 10 | SYY SYSCO CORP | Consumer Defensive | 5.0% | $48.1m | 652,768 | 17% | added |
| 11 | NABL N-ABLE INC | Technology | 4.8% | $45.9m | 6,134,573 | -1% | reduced |
| 12 | OPLN OPENLANE INC | Consumer Cyclical | 4.7% | $44.6m | 1,498,562 | 0% | held |
| 13 | TRU TRANSUNION | Financial Services | 4.7% | $44.4m | 517,921 | – | new |
| 14 | PFGC PERFORMANCE FOOD GROUP CO | Consumer Defensive | 4.3% | $40.9m | 454,315 | -2% | reduced |
| 15 | HII HUNTINGTON INGALLS INDS INC | Industrials | 4.1% | $39.2m | 115,217 | -26% | reduced |
| 16 | FA FIRST ADVANTAGE CORP NEW | 4.1% | $38.7m | 2,661,286 | 13% | added | |
| 17 | IQV IQVIA HLDGS INC | Healthcare | 3.9% | $36.9m | 163,513 | -29% | reduced |
| 18 | SWK STANLEY BLACK & DECKER INC | Industrials | 3.4% | $32.2m | 433,673 | -24% | reduced |
| 19 | ACVA ACV AUCTIONS INC | Consumer Cyclical | 2.5% | $23.8m | 2,963,578 | – | new |
| 20 | CDW CDW CORP | Technology | 2.4% | $23.0m | 168,982 | – | new |
| 21 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 2.2% | $21.4m | 150,000 | – | new |
| 22 | RPAY REPAY HLDGS CORP | Technology | 1.7% | $15.9m | 4,361,524 | 11% | added |
| 23 | CCC CCC INTELLIGENT SOLUTIONS HL | Technology | 1.7% | $15.9m | 2,000,000 | – | new |
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.