Sunriver Management LLC Top Holdings and 13F Report (2025) About Sunriver Management LLCInvestment ActivitySunriver Management LLC has $810.34 million in total holdings as of March 31, 2025.Sunriver Management LLC owns shares of 22 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 34.39% of the portfolio was purchased this quarter.About 30.26% of the portfolio was sold this quarter.This quarter, Sunriver Management LLC has purchased 19 new stocks and bought additional shares in 10 stocks.Sunriver Management LLC sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Integral Ad Science $65,824,198Performance Food Group $57,220,309WEX $49,315,114Huron Consulting Group $49,046,703Fidelity National Information Services $48,795,837 Largest New Holdings this Quarter 47074L105 - Jamf $37,393,739 Holding45674M101 - INFORMATICA INC $30,107,741 Holding25862V105 - DoubleVerify $22,485,385 Holding760125104 - Rentokil Initial $21,864,302 Holding871829107 - Sysco $19,542,967 Holding Largest Purchases this Quarter Jamf 3,077,674 shares (about $37.39M)INFORMATICA INC 1,725,372 shares (about $30.11M)Fidelity National Information Services 345,998 shares (about $25.84M)DoubleVerify 1,681,779 shares (about $22.49M)Rentokil Initial 954,773 shares (about $21.86M) Largest Sales this Quarter Willis Towers Watson Public 68,980 shares (about $23.31M)Huron Consulting Group 144,689 shares (about $20.76M)Performance Food Group 183,976 shares (about $14.47M)ICON Public 79,723 shares (about $13.95M)OPENLANE 401,605 shares (about $7.74M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSunriver Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIASIntegral Ad Science$65,824,198$7,058,464 ▲12.0%8,166,7748.1%Business ServicesPFGCPerformance Food Group$57,220,309$14,466,033 ▼-20.2%727,7167.1%Retail/WholesaleWEXWEX$49,315,114$21,274,640 ▲75.9%314,0696.1%Business ServicesHURNHuron Consulting Group$49,046,703$20,755,637 ▼-29.7%341,9086.1%Business ServicesFISFidelity National Information Services$48,795,837$25,839,130 ▲112.6%653,3996.0%Business ServicesFAFirst Advantage$48,194,944$15,897,353 ▲49.2%3,420,5075.9%Business ServicesBOXBOX$47,736,161$18,436,072 ▲62.9%1,546,8625.9%Computer and TechnologyKAROPENLANE$43,639,297$7,742,944 ▼-15.1%2,263,4495.4%Auto/Tires/TrucksVRRMVerra Mobility$43,228,091$12,038,573 ▲38.6%1,920,3955.3%IndustrialsAMPLAmplitude$39,240,956$796,043 ▲2.1%3,850,9284.8%Business ServicesJAMFJamf$37,393,739$37,393,739 ▲New Holding3,077,6744.6%Business ServicesWTWWillis Towers Watson Public$36,041,354$23,311,791 ▼-39.3%106,6474.4%FinanceRPAYRepay$34,358,551$696,991 ▲2.1%6,168,5014.2%Business ServicesNABLN-able$32,476,901$7,220,180 ▲28.6%4,580,6634.0%Business ServicesINFORMATICA INC$30,107,741$30,107,741 ▲New Holding1,725,3723.7%COM CL ASWKStanley Black & Decker$29,606,872$2,350,837 ▲8.6%385,1053.7%IndustrialsDVDoubleVerify$22,485,385$22,485,385 ▲New Holding1,681,7792.8%Computer and TechnologyRTORentokil Initial$21,864,302$21,864,302 ▲New Holding954,7732.7%Business ServicesSYYSysco$19,542,967$19,542,967 ▲New Holding260,4342.4%Consumer StaplesPSFEPaysafe$18,916,633$18,916,633 ▲New Holding1,205,6492.3%Business ServicesICLRICON Public$18,572,739$13,950,728 ▼-42.9%106,1362.3%MedicalCRSRCorsair Gaming$16,732,650$16,732,650 ▲New Holding1,888,5612.1%Consumer DiscretionaryDNBDun & Bradstreet$0$65,498,258 ▼-100.0%00.0%Business ServicesSSNCSS&C Technologies$0$40,636,040 ▼-100.0%00.0%Computer and TechnologyCARGCarGurus$0$32,182,715 ▼-100.0%00.0%Auto/Tires/TrucksFIFiserv$0$26,641,125 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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