Sunriver Management LLC

GREENWICH, CT · CIK 1663900 · 13F filing filed 2026-08-13

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySUNRIVER MANAGEMENT LLC (US)

Others nearbyGreenwich, CT

$636.8m reported value +7.7% vs Q1 2026

21positions

62.8%in top 10

11 new 6 added 4 reduced 8 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ARAMARK COM ARMK	ARMK	1,056,474	$60.1m9.44%	9.44%	Reduced -341.9k	-341,875 -24.4%
2	WASTE CONNECTIONS INC COM WCN	WCN	343,513	$57.3m8.99%	8.99%	Added +20.8k	+20,830 6.5%
3	SS&C TECHNOLOGIES HLDGS INC COM SSNC	SSNC	813,251	$50.5m7.92%	7.92%	Added +15.4k	+15,402 1.9%
4	DOLLAR GEN CORP NEW COM DG	DG	333,053	$38.3m6.02%	6.02%	New
5	FIRST ADVANTAGE CORP NEW COM FA	FA	1,940,912	$35.0m5.50%	5.50%	Reduced -1.1m	-1,091,799 -36.0%
6	BOOKING HOLDINGS INC COM BKNG	BKNG	194,470	$34.7m5.44%	5.44%	New
7	LENNOX INTL INC COM LII	LII	59,007	$33.8m5.31%	5.31%	New
8	LIVE NATION ENTERTAINMENT IN COM LYV	LYV	174,743	$32.0m5.02%	5.02%	Added +4.1k	+4,082 2.4%
9	CORE & MAIN INC CL A CNM	CNM	620,017	$29.9m4.70%	4.70%	New
10	WEX INC COM WEX	WEX	202,518	$28.6m4.49%	4.49%	Reduced -1.2k	-1,176 -0.6%
11	GENUINE PARTS CO COM GPC	GPC	241,980	$28.5m4.48%	4.48%	New
12	BOBS DISC FURNITURE INC COM SHS BOBS	BOBS	1,616,590	$25.6m4.02%	4.02%	Added +99.1k	+99,139 6.5%
13	PERFORMANCE FOOD GROUP CO COM PFGC	PFGC	220,456	$24.6m3.87%	3.87%	Reduced -124.8k	-124,755 -36.1%
14	CAE INC COM CAE	CAE	979,193	$24.5m3.85%	3.85%	Added +134.8k	+134,800 16.0%
15	MCGRATH RENTCORP COM MGRC	MGRC	198,684	$24.0m3.78%	3.78%	New
16	INSPERITY INC COM NSP	NSP	516,995	$21.4m3.35%	3.35%	New
17	HURON CONSULTING GROUP INC COM HURN	HURN	235,663	$21.2m3.34%	3.34%	Added +1.8k	+1,843 0.8%
18	CONSTRUCTION PARTNERS INC COM CL A ROAD	ROAD	175,223	$20.8m3.27%	3.27%	New
19	WAYSTAR HLDG CORP COM WAY	WAY	855,000	$17.6m2.76%	2.76%	New
20	SOLSTICE ADVANCED MATLS INC COM SHS SOLS	SOLS	196,879	$17.4m2.74%	2.74%	New
21	KORN FERRY COM NEW KFY	KFY	163,836	$10.9m1.71%	1.71%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
OPENLANE INC OPLN	OPLN	1,518,196	$44.3m1.5m shares
VERRA MOBILITY CORP VRRM	VRRM	2,943,917	$42.1m2.9m shares
CDW CORP CDW	CDW	268,356	$32.5m268.4k shares
CBIZ INC CBZ	CBZ	968,631	$26.0m968.6k shares
FIDELITY NATL INFORMATION SV FIS	FIS	548,860	$25.7m548.9k shares
TRANSUNION TRU	TRU	331,809	$23.0m331.8k shares
LOCKHEED MARTIN CORP LMT	LMT	36,270	$21.9m36.3k shares
STANLEY BLACK & DECKER INC SWK	SWK	293,036	$20.8m293.0k shares