Sunriver Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Sunriver Management LLC disclosed 18 US equity positions worth $591.3m in its Q1 2026 13F filing. The largest position was ARMK at 9.6% of the reported book, followed by SSNC and WCN.
What did Sunriver Management LLC own in Q1 2026? Top 18 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ARMK ARAMARK | Industrials | 9.6% | $56.7m | 1,398,349 | – | |
| 2 | SSNC SS&C TECH HLDGS | Technology | 9.1% | $53.9m | 797,849 | – | |
| 3 | WCN WASTE CONNECTIONS INC | Industrials | 8.9% | $52.4m | 322,683 | – | |
| 4 | OPLN OPENLANE INC | Consumer Cyclical | 7.5% | $44.3m | 1,518,196 | – | |
| 5 | VRRM VERRA MOBILITY CORP | Technology | 7.1% | $42.1m | 2,943,917 | – | |
| 6 | FA FIRST ADVANTAGE CORP NEW | 6.0% | $35.7m | 3,032,711 | – | ||
| 7 | CDW CDW CORP | Technology | 5.5% | $32.5m | 268,356 | – | |
| 8 | WEX WEX INC | Technology | 5.3% | $31.2m | 203,694 | – | |
| 9 | HURN HURON CONSULTING GROUP INC | Industrials | 5.0% | $29.8m | 233,820 | – | |
| 10 | PFGC PERFORMANCE FOOD GROUP CO | Consumer Defensive | 5.0% | $29.6m | 345,211 | – | |
| 11 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 4.4% | $26.0m | 170,661 | – | |
| 12 | CBZ CBIZ INC | Industrials | 4.4% | $26.0m | 968,631 | – | |
| 13 | FIS FIDELITY NATL INFORMATION SV | Technology | 4.4% | $25.7m | 548,860 | – | |
| 14 | TRU TRANSUNION | Financial Services | 3.9% | $23.0m | 331,809 | – | |
| 15 | CAE CAE INC | Industrials | 3.7% | $22.0m | 844,393 | – | |
| 16 | LMT LOCKHEED MARTIN CORP | Industrials | 3.7% | $21.9m | 36,270 | – | |
| 17 | SWK STANLEY BLACK & DECKER INC | Industrials | 3.5% | $20.8m | 293,036 | – | |
| 18 | BOBS BOBS DISC FURNITURE INC | 3.0% | $17.8m | 1,517,451 | – |
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.