Sunriver Management LLC 13F Holdings · Q2 2026
Sunriver Management LLC reported 21 securities worth $636.84M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ARMK (9.44%), WCN (8.99%), SSNC (7.92%). Among its top 25 positions this quarter: 11 new, 6 added, 4 trimmed, 4 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARMK | ARAMARK | $60.1M | 9.44% | 1.1M | Trimmed |
| 2 | WCN | WASTE CONNECTIONS INC | $57.3M | 8.99% | 343,513 | Added |
| 3 | SSNC | SS&C TECH HLDGS | $50.5M | 7.92% | 813,251 | Added |
| 4 | DG | DOLLAR GEN CORP | $38.3M | 6.02% | 333,053 | New |
| 5 | FA | FIRST ADVANTAGE CORP NEW | $35.0M | 5.50% | 1.9M | Trimmed |
| 6 | BKNG | BOOKING HOLDINGS INC | $34.7M | 5.44% | 194,470 | New |
| 7 | LII | LENNOX INTL INC | $33.8M | 5.31% | 59,007 | New |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | $32.0M | 5.02% | 174,743 | Added |
| 9 | CNM | CORE & MAIN INC | $29.9M | 4.70% | 620,017 | New |
| 10 | WEX | WEX INC | $28.6M | 4.49% | 202,518 | Trimmed |
| 11 | GPC | GENUINE PARTS CO | $28.5M | 4.48% | 241,980 | New |
| 12 | BOBS | BOBS DISC FURNITURE INC | $25.6M | 4.02% | 1.6M | Added |
| 13 | PFGC | PERFORMANCE FOOD GROUP CO | $24.6M | 3.87% | 220,456 | Trimmed |
| 14 | CAE | CAE INC | $24.5M | 3.85% | 979,193 | Added |
| 15 | MGRC | MCGRATH RENTCORP | $24.0M | 3.78% | 198,684 | New |
| 16 | NSP | INSPERITY INC | $21.4M | 3.35% | 516,995 | New |
| 17 | HURN | HURON CONSULTING GROUP INC | $21.2M | 3.34% | 235,663 | Added |
| 18 | ROAD | CONSTRUCTION PARTNERS INC | $20.8M | 3.27% | 175,223 | New |
| 19 | WAY | WAYSTAR HLDG CORP | $17.6M | 2.76% | 855,000 | New |
| 20 | SOLS | SOLSTICE ADVANCED MATLS INC | $17.4M | 2.74% | 196,879 | New |
| 21 | KFY | KORN FERRY | $10.9M | 1.71% | 163,836 | New |
| 22 | CBZ | CBIZ INC | $0 | 0.00% | 0 | Exited |
| 23 | CDW | CDW CORP | $0 | 0.00% | 0 | Exited |
| 24 | FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | Exited |
| 25 | LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR