Sunriver Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Sunriver Management LLC disclosed 21 US equity positions worth $636.8m in its Q2 2026 13F filing. The largest position was ARMK at 9.4% of the reported book, followed by WCN and SSNC. Against the Q1 2026 filing, it opened 11 new positions, added to 6 and reduced 4 among the top 21 holdings.
What did Sunriver Management LLC own in Q2 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ARMK ARAMARK | Industrials | 9.4% | $60.1m | 1,056,474 | -24% | reduced |
| 2 | WCN WASTE CONNECTIONS INC | Industrials | 9.0% | $57.3m | 343,513 | 6% | added |
| 3 | SSNC SS&C TECH HLDGS | Technology | 7.9% | $50.5m | 813,251 | 2% | added |
| 4 | DG DOLLAR GEN CORP | Consumer Defensive | 6.0% | $38.3m | 333,053 | – | new |
| 5 | FA FIRST ADVANTAGE CORP NEW | 5.5% | $35.0m | 1,940,912 | -36% | reduced | |
| 6 | BKNG BOOKING HOLDINGS INC | Consumer Cyclical | 5.4% | $34.7m | 194,470 | – | new |
| 7 | LII LENNOX INTL INC | Industrials | 5.3% | $33.8m | 59,007 | – | new |
| 8 | LYV LIVE NATION ENTERTAINMENT IN | Communication Services | 5.0% | $32.0m | 174,743 | 2% | added |
| 9 | CNM CORE & MAIN INC | Industrials | 4.7% | $29.9m | 620,017 | – | new |
| 10 | WEX WEX INC | Technology | 4.5% | $28.6m | 202,518 | -1% | reduced |
| 11 | GPC GENUINE PARTS CO | Consumer Cyclical | 4.5% | $28.5m | 241,980 | – | new |
| 12 | BOBS BOBS DISC FURNITURE INC | 4.0% | $25.6m | 1,616,590 | 7% | added | |
| 13 | PFGC PERFORMANCE FOOD GROUP CO | Consumer Defensive | 3.9% | $24.6m | 220,456 | -36% | reduced |
| 14 | CAE CAE INC | Industrials | 3.9% | $24.5m | 979,193 | 16% | added |
| 15 | MGRC MCGRATH RENTCORP | Industrials | 3.8% | $24.0m | 198,684 | – | new |
| 16 | NSP INSPERITY INC | Industrials | 3.4% | $21.4m | 516,995 | – | new |
| 17 | HURN HURON CONSULTING GROUP INC | Industrials | 3.3% | $21.2m | 235,663 | 1% | added |
| 18 | ROAD CONSTRUCTION PARTNERS INC | 3.3% | $20.8m | 175,223 | – | new | |
| 19 | WAY WAYSTAR HLDG CORP | Healthcare | 2.8% | $17.6m | 855,000 | – | new |
| 20 | SOLS SOLSTICE ADVANCED MATLS INC | Basic Materials | 2.7% | $17.4m | 196,879 | – | new |
| 21 | KFY KORN FERRY | Industrials | 1.7% | $10.9m | 163,836 | – | 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.