Sunriver Management LLC
Sunriver Management LLC reported 21 positions worth $636.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: ARMK (9.4%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ARMK | SH | $60.1M | 9.44% | 1,056,474 | — | — | |
| ▸ 2 | WCN | SH | $57.3M | 8.99% | 343,513 | — | — | |
| ▸ 3 | SSNC | SH | $50.5M | 7.92% | 813,251 | — | — | |
| ▸ 4 | DG | SH | $38.3M | 6.02% | 333,053 | — | — | |
| ▸ 5 | FA | SH | $35.0M | 5.50% | 1,940,912 | — | — | |
| ▸ 6 | BKNG | SH | $34.7M | 5.44% | 194,470 | — | — | |
| ▸ 7 | LII | SH | $33.8M | 5.31% | 59,007 | — | — | |
| ▸ 8 | LYV | SH | $32.0M | 5.02% | 174,743 | — | — | |
| ▸ 9 | CNM | SH | $29.9M | 4.70% | 620,017 | — | — | |
| ▸ 10 | WEX | SH | $28.6M | 4.49% | 202,518 | — | — |
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Frequently Asked Questions
What stocks does Sunriver Management LLC hold as of Q2 2026?
Sunriver Management LLC reported 21 positions worth $636.8M in its Q2 2026 13F filing. Largest positions: ARMK (9.4%), WCN (9.0%), SSNC (7.9%), DG (6.0%) and FA (5.5%).
What did Sunriver Management LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Sunriver Management LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.