§ 13F · FUND PROFILE
Sunriver Management LLC.
AUM · $637M (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$277M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ARMK | ARAMARK | 1.06M | $60M | 9.4% | −24% |
| 2 | WCN | WASTE CONNECTIONS INC | 344K | $57M | 9.0% | +6% |
| 3 | SSNC | SS&C TECH HLDGS | 813K | $50M | 7.9% | +2% |
| 4 | DG | DOLLAR GEN CORP | 333K | $38M | 6.0% | NEW |
| 5 | FA | FIRST ADVANTAGE CORP NEW | 1.94M | $35M | 5.5% | −36% |
| 6 | BKNG | BOOKING HOLDINGS INC | 194K | $35M | 5.4% | NEW |
| 7 | LII | LENNOX INTL INC | 59K | $34M | 5.3% | NEW |
| 8 | LYV | LIVE NATION ENTERTAINMENT IN | 175K | $32M | 5.0% | +2% |
| 9 | CNM | CORE & MAIN INC | 620K | $30M | 4.7% | NEW |
| 10 | WEX | WEX INC | 203K | $29M | 4.5% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNRIVER SIGNAL
AC read
Sunriver Management LLC is a Other fund managing $637 million in assets. The fund runs a focused portfolio of just 21 positions.
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