Sunriver Management LLC
18 holdingsFiling period: 2026-03-31Current AUM: $713.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ARMK | ARAMARK | 1.40M | $56.7M | $79.7M | 11.16% | +47.0K | 2026-03-31 |
| 2 | SSNC | SS&C TECH HLDGS | 797.8K | $53.9M | $61.5M | 8.61% | +167.0K | 2026-03-31 |
| 3 | WCN | WASTE CONNECTIONS INC | 322.7K | $52.4M | $54.0M | 7.57% | -- | 2026-03-31 |
| 4 | OPLN | OPENLANE INC | 1.52M | $44.3M | $60.4M | 8.46% | +19.6K | 2026-03-31 |
| 5 | VRRM | VERRA MOBILITY CORP | 2.94M | $42.1M | $15.6M | 2.18% | -13,059 | 2026-03-31 |
| 6 | FA | FIRST ADVANTAGE CORP NEW | 3.03M | $35.7M | $60.2M | 8.43% | +371.4K | 2026-03-31 |
| 7 | CDW | CDW CORP | 268.4K | $32.5M | $39.7M | 5.56% | +99.4K | 2026-03-31 |
| 8 | WEX | WEX INC | 203.7K | $31.2M | $38.1M | 5.34% | -125,483 | 2026-03-31 |
| 9 | HURN | HURON CONSULTING GROUP INC | 233.8K | $29.8M | $35.5M | 4.97% | -45,269 | 2026-03-31 |
| 10 | PFGC | PERFORMANCE FOOD GROUP CO | 345.2K | $29.6M | $39.5M | 5.53% | -109,104 | 2026-03-31 |
| 11 | LYV | LIVE NATION ENTERTAINMENT IN | 170.7K | $26.0M | $29.7M | 4.16% | +20.7K | 2026-03-31 |
| 12 | CBZ | CBIZ INC | 968.6K | $26.0M | $53.4M | 7.48% | -20,718 | 2026-03-31 |
| 13 | FIS | FIDELITY NATL INFORMATION SV | 548.9K | $25.7M | $24.6M | 3.44% | -- | 2026-03-31 |
| 14 | TRU | TRANSUNION | 331.8K | $23.0M | $26.1M | 3.66% | -186,112 | 2026-03-31 |
| 15 | CAE | CAE INC | 844.4K | $22.0M | $21.8M | 3.05% | -- | 2026-03-31 |
| 16 | LMT | LOCKHEED MARTIN CORP | 36.3K | $21.9M | $21.1M | 2.96% | -93,043 | 2026-03-31 |
| 17 | SWK | STANLEY BLACK & DECKER INC | 293.0K | $20.8M | $27.7M | 3.88% | -140,637 | 2026-03-31 |
| 18 | BOBS | BOBS DISC FURNITURE INC | 1.52M | $17.8M | $25.3M | 3.54% | -- | 2026-03-31 |
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