Sunriver Management LLC Top Holdings and 13F Report (2026) About Sunriver Management LLCInvestment ActivitySunriver Management LLC has $636.84 million in total holdings as of June 30, 2026.Sunriver Management LLC owns shares of 21 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 45.17% of the portfolio was purchased this quarter.About 45.46% of the portfolio was sold this quarter.This quarter, Sunriver Management LLC has purchased 18 new stocks and bought additional shares in 6 stocks.Sunriver Management LLC sold shares of 4 stocks and completely divested from 8 stocks this quarter.Largest Holdings Aramark $60,113,371Waste Connections $57,260,182SS&C Technologies $50,462,225Dollar General $38,337,731First Advantage $35,033,462 Largest New Holdings this Quarter 256677105 - Dollar General $38,337,731 Holding09857L108 - Booking $34,662,333 Holding526107107 - Lennox International $33,808,061 Holding21874C102 - Core & Main $29,915,820 Holding372460105 - Genuine Parts $28,548,800 Holding Largest Purchases this Quarter Dollar General 333,053 shares (about $38.34M)Booking 194,470 shares (about $34.66M)Lennox International 59,007 shares (about $33.81M)Core & Main 620,017 shares (about $29.92M)Genuine Parts 241,980 shares (about $28.55M) Largest Sales this Quarter First Advantage 1,091,799 shares (about $19.71M)Aramark 341,875 shares (about $19.45M)Performance Food Group 124,755 shares (about $13.95M)WEX 1,176 shares (about $165.92K) 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 PortfolioSectorARMKAramark$60,113,371$19,452,688 â–¼-24.4%1,056,4749.4%Consumer DiscretionaryWCNWaste Connections$57,260,182$3,472,153 â–²6.5%343,5139.0%IndustrialsSSNCSS&C Technologies$50,462,225$955,694 â–²1.9%813,2517.9%IndustrialsDGDollar General$38,337,731$38,337,731 â–²New Holding333,0536.0%Consumer StaplesFAFirst Advantage$35,033,462$19,706,972 â–¼-36.0%1,940,9125.5%IndustrialsBKNGBooking$34,662,333$34,662,333 â–²New Holding194,4705.4%Consumer DiscretionaryLIILennox International$33,808,061$33,808,061 â–²New Holding59,0075.3%IndustrialsLYVLive Nation Entertainment$31,997,191$747,455 â–²2.4%174,7435.0%Communication ServicesCNMCore & Main$29,915,820$29,915,820 â–²New Holding620,0174.7%IndustrialsWEXWEX$28,573,265$165,922 â–¼-0.6%202,5184.5%FinanceGPCGenuine Parts$28,548,800$28,548,800 â–²New Holding241,9804.5%Consumer DiscretionaryBOBS DISC FURNITURE INC$25,574,454$1,568,379 â–²6.5%1,616,5904.0%COM SHSPFGCPerformance Food Group$24,644,776$13,946,361 â–¼-36.1%220,4563.9%Consumer StaplesCAECAE$24,538,577$3,378,088 â–²16.0%979,1933.9%IndustrialsMGRCMcGrath RentCorp$24,046,725$24,046,725 â–²New Holding198,6843.8%IndustrialsNSPInsperity$21,357,063$21,357,063 â–²New Holding516,9953.4%IndustrialsHURNHuron Consulting Group$21,247,376$166,165 â–²0.8%235,6633.3%IndustrialsROADConstruction Partners$20,811,236$20,811,236 â–²New Holding175,2233.3%IndustrialsWAYSTAR HLDG CORP$17,553,150$17,553,150 â–²New Holding855,0002.8%COMSOLSTICE ADVANCED MATLS INC$17,443,479$17,443,479 â–²New Holding196,8792.7%COM SHSKFYKorn/Ferry International$10,908,201$10,908,201 â–²New Holding163,8361.7%IndustrialsKAROPENLANE$0$44,255,413 â–¼-100.0%00.0%IndustrialsVRRMVerra Mobility$0$42,068,574 â–¼-100.0%00.0%IndustrialsCDWCDW$0$32,476,443 â–¼-100.0%00.0%TechnologyCBZCBIZ$0$26,007,742 â–¼-100.0%00.0%IndustrialsFISFidelity National Information Services$0$25,747,023 â–¼-100.0%00.0%FinanceTRUTransUnion$0$22,957,865 â–¼-100.0%00.0%IndustrialsLMTLockheed Martin$0$21,921,225 â–¼-100.0%00.0%IndustrialsSWKStanley Black & Decker$0$20,823,138 â–¼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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