Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Sunriver Management LLC (CIK 1663900) reported $591.3M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ARMK ($56.7M, 9.59%), SSNC ($53.9M, 9.12%), WCN ($52.4M, 8.86%), KAR ($44.3M, 7.48%), VRRM ($42.1M, 7.11%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ARMK | ARAMARK | $56.7M | 9.59% | 1.4M | Added |
| 2 | SSNC | SS&C TECH HLDGS | $53.9M | 9.12% | 797,849 | Added |
| 3 | WCN | WASTE CONNECTIONS INC | $52.4M | 8.86% | 322,683 | New |
| 4 | KAR | OPENLANE INC | $44.3M | 7.48% | 1.5M | Added |
| 5 | VRRM | VERRA MOBILITY CORP | $42.1M | 7.11% | 2.9M | Trimmed |
| 6 | FA | FIRST ADVANTAGE CORP NEW | $35.7M | 6.03% | 3.0M | Added |
| 7 | CDW | CDW CORP | $32.5M | 5.49% | 268,356 | Added |
| 8 | WEX | WEX INC | $31.2M | 5.27% | 203,694 | Trimmed |
| 9 | HURN | HURON CONSULTING GROUP INC | $29.8M | 5.04% | 233,820 | Trimmed |
| 10 | PFGC | PERFORMANCE FOOD GROUP CO | $29.6M | 5.00% | 345,211 | Trimmed |
| 11 | CBZ | CBIZ INC | $26.0M | 4.40% | 968,631 | Trimmed |
| 12 | LYV | LIVE NATION ENTERTAINMENT IN | $26.0M | 4.40% | 170,661 | Added |
| 13 | FIS | FIDELITY NATL INFORMATION SV | $25.7M | 4.35% | 548,860 | New |
| 14 | TRU | TRANSUNION | $23.0M | 3.88% | 331,809 | Trimmed |
| 15 | CAE | CAE INC | $22.0M | 3.72% | 844,393 | New |
| 16 | LMT | LOCKHEED MARTIN CORP | $21.9M | 3.71% | 36,270 | Trimmed |
| 17 | SWK | STANLEY BLACK & DECKER INC | $20.8M | 3.52% | 293,036 | Trimmed |
| 18 | BOBS DISC FURNITURE INC | $17.8M | 3.02% | 1.5M | New | |
| 19 | BOX | BOX INC | $0 | 0.00% | 0 | Exited |
| 20 | ACVA | ACV AUCTIONS INC | $0 | 0.00% | 0 | Exited |
| 21 | CCCS | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | Exited |
| 22 | HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | Exited |
| 23 | IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | Exited |
| 24 | NABL | N-ABLE INC | $0 | 0.00% | 0 | Exited |
| 25 | RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31