§ 13F · FUND PROFILE
Sunriver Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $920M (13F)Positions · 21Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$118M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ARMK | ARAMARK | 1.40M | $57M | 9.6% | +3% |
| 2 | SSNC | SS&C TECH HLDGS | 798K | $54M | 9.1% | +26% |
| 3 | WCN | WASTE CONNECTIONS INC | 323K | $52M | 8.9% | NEW |
| 4 | OPLN | OPENLANE INC | 1.52M | $44M | 7.5% | +1% |
| 5 | VRRM | VERRA MOBILITY CORP | 2.94M | $42M | 7.1% | ±0% |
| 6 | FA | FIRST ADVANTAGE CORP NEW | 3.03M | $36M | 6.0% | +14% |
| 7 | CDW | CDW CORP | 268K | $32M | 5.5% | +59% |
| 8 | WEX | WEX INC | 204K | $31M | 5.3% | −38% |
| 9 | HURN | HURON CONSULTING GROUP INC | 234K | $30M | 5.0% | −16% |
| 10 | PFGC | PERFORMANCE FOOD GROUP CO | 345K | $30M | 5.0% | −24% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SUNRIVER SIGNAL
AC read
Sunriver Management LLC is a Other fund managing $920 million in assets. The fund runs a focused portfolio of just 21 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed