Sunriver Management LLC Top Holdings and 13F Report (2026) About Sunriver Management LLCInvestment ActivitySunriver Management LLC has $591.35 million in total holdings as of March 31, 2026.Sunriver Management LLC owns shares of 18 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 25.58% of the portfolio was purchased this quarter.About 74.73% of the portfolio was sold this quarter.This quarter, Sunriver Management LLC has purchased 23 new stocks and bought additional shares in 6 stocks.Sunriver Management LLC sold shares of 8 stocks and completely divested from 9 stocks this quarter.Largest Holdings Aramark $56,689,068SS&C Technologies $53,910,657Waste Connections $52,416,627OPENLANE $44,255,413Verra Mobility $42,068,574 Largest New Holdings this Quarter 94106B101 - Waste Connections $52,416,627 Holding31620M106 - Fidelity National Information Services $25,747,023 Holding124765108 - CAE $21,996,438 Holding09681N106 - BOBS DISC FURNITURE INC $17,830,049 Holding Largest Purchases this Quarter Waste Connections 322,683 shares (about $52.42M)Fidelity National Information Services 548,860 shares (about $25.75M)CAE 844,393 shares (about $22.00M)BOBS DISC FURNITURE INC 1,517,451 shares (about $17.83M)CDW 99,374 shares (about $12.03M) Largest Sales this Quarter Lockheed Martin 93,043 shares (about $56.23M)WEX 125,483 shares (about $19.20M)TransUnion 186,112 shares (about $12.88M)Stanley Black & Decker 140,637 shares (about $9.99M)Performance Food Group 109,104 shares (about $9.35M) 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$56,689,068$1,903,434 â–²3.5%1,398,3499.6%Business ServicesSSNCSS&C Technologies$53,910,657$11,282,163 â–²26.5%797,8499.1%Computer and TechnologyWCNWaste Connections$52,416,627$52,416,627 â–²New Holding322,6838.9%Business ServicesKAROPENLANE$44,255,413$572,331 â–²1.3%1,518,1967.5%Auto/Tires/TrucksVRRMVerra Mobility$42,068,574$186,613 â–¼-0.4%2,943,9177.1%Computer and TechnologyFAFirst Advantage$35,664,681$4,367,958 â–²14.0%3,032,7116.0%Business ServicesCDWCDW$32,476,443$12,026,241 â–²58.8%268,3565.5%Computer and TechnologyWEXWEX$31,173,330$19,203,918 â–¼-38.1%203,6945.3%Business ServicesHURNHuron Consulting Group$29,809,712$5,771,345 â–¼-16.2%233,8205.0%Business ServicesPFGCPerformance Food Group$29,570,774$9,345,849 â–¼-24.0%345,2115.0%Retail/WholesaleLYVLive Nation Entertainment$26,027,509$3,151,009 â–²13.8%170,6614.4%Consumer DiscretionaryCBZCBIZ$26,007,742$556,278 â–¼-2.1%968,6314.4%Business ServicesFISFidelity National Information Services$25,747,023$25,747,023 â–²New Holding548,8604.4%Business ServicesTRUTransUnion$22,957,865$12,877,089 â–¼-35.9%331,8093.9%Business ServicesCAECAE$21,996,438$21,996,438 â–²New Holding844,3933.7%AerospaceLMTLockheed Martin$21,921,225$56,234,258 â–¼-72.0%36,2703.7%AerospaceSWKStanley Black & Decker$20,823,138$9,993,665 â–¼-32.4%293,0363.5%IndustrialsBOBS DISC FURNITURE INC$17,830,049$17,830,049 â–²New Holding1,517,4513.0%COM SHSBOXBOX$0$52,081,296 â–¼-100.0%00.0%Computer and TechnologyRTORentokil Initial$0$50,020,694 â–¼-100.0%00.0%Business ServicesSYYSysco$0$48,102,474 â–¼-100.0%00.0%Consumer StaplesNABLN-able$0$45,886,606 â–¼-100.0%00.0%Business ServicesHIIHuntington Ingalls Industries$0$39,181,845 â–¼-100.0%00.0%AerospaceIQVIQVIA$0$36,857,465 â–¼-100.0%00.0%MedicalACV AUCTIONS INC$0$23,767,896 â–¼-100.0%00.0%COM CL ARPAYRepay$0$15,919,563 â–¼-100.0%00.0%Business ServicesCCCSCCC Intelligent Solutions$0$15,900,000 â–¼-100.0%00.0%Computer and TechnologyShowing 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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