Sunriver Management LLC

CIK 0001663900 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source

Sunriver Management LLC reported 21 positions worth $636.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: ARMK (9.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$636.8M
2026 Q2
Positions
21
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
62.8%
Est. Net Flow (Q)
2026 Q2
10 / 21 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ARMKARAMARKSH$60.1M9.44%1,056,474
2WCNWASTE CONNECTIONS INCSH$57.3M8.99%343,513
3SSNCSS&C TECH HLDGSSH$50.5M7.92%813,251
4DGDOLLAR GEN CORPSH$38.3M6.02%333,053
5FAFIRST ADVANTAGE CORP NEWSH$35.0M5.50%1,940,912
6BKNGBOOKING HOLDINGS INCSH$34.7M5.44%194,470
7LIILENNOX INTL INCSH$33.8M5.31%59,007
8LYVLIVE NATION ENTERTAINMENT INSH$32.0M5.02%174,743
9CNMCORE & MAIN INCSH$29.9M4.70%620,017
10WEXWEX INCSH$28.6M4.49%202,518

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

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.