Sunriver Management LLC
CIK 0001663900 · GREENWICH, CT · Quarter end: 2026-06-30 · Filed on: 2026-08-13 · Open the SEC source ↗
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
Top Holdings
ARMK
ARAMARK
9.4%
WCN
WASTE CONNECTIONS INC
9.0%
SSNC
SS&C TECH HLDGS
7.9%
DG
DOLLAR GEN CORP
6.0%
FA
FIRST ADVANTAGE CORP NEW
5.5%
BKNG
BOOKING HOLDINGS INC
5.4%
LII
LENNOX INTL INC
5.3%
LYV
LIVE NATION ENTERTAINMENT IN
5.0%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.