Sunriver Management LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Sunriver Management LLC reported 18 stock positions worth $591.3 million. Its top holding was Aramark (ARMK) at 9.6% of the portfolio, followed by Ss&c Technologies (SSNC, 9.1%) and Waste Connections (WCN, 8.9%). Compared with Q4 2025, it opened 4 new positions, sold out of 9, added to 6 and reduced 8. The biggest buy was a new position in Waste Connections (WCN) and the biggest sale an exit from Box Class A (BOX).
- Most Recent 13F
- Q2 2026
- Location
- GREENWICH, CT
- CIK
- 0001663900
- Portfolio Value
- $591.3M (Q1 2026)
- SEC Filing
- 0001892688-26-000072 ↗ filed May 14, 2026
Holdings Value
Holdings 18 stocks · $591.3M
| ARMK Aramark | 9.59% | 1,398,349 | $56.7M | Add +3.5% |
| SSNC Ss&c Technologies Holdings | 9.12% | 797,849 | $53.9M | Add +26.5% |
| WCN Waste Connections Inc. | 8.86% | 322,683 | $52.4M | New |
| OPLN Openlane Inc. | 7.48% | 1,518,196 | $44.3M | Add +1.3% |
| VRRM Verra Mobility Corp. | 7.11% | 2,943,917 | $42.1M | Reduce -0.4% |
| FA First Advantage Corp. | 6.03% | 3,032,711 | $35.7M | Add +14.0% |
| CDW CDW Corp. | 5.49% | 268,356 | $32.5M | Add +58.8% |
| WEX Wex Inc. | 5.27% | 203,694 | $31.2M | Reduce -38.1% |
| HURN Huron Consulting Group Inc. | 5.04% | 233,820 | $29.8M | Reduce -16.2% |
| PFGC Performance Food Group Co. | 5.00% | 345,211 | $29.6M | Reduce -24.0% |
| LYV Live Nation Entertainment Inc. | 4.40% | 170,661 | $26.0M | Add +13.8% |
| CBZ Cbiz Inc. | 4.40% | 968,631 | $26.0M | Reduce -2.1% |
| FIS Fidelity National Info Serv | 4.35% | 548,860 | $25.7M | New |
| TRU Transunion | 3.88% | 331,809 | $23.0M | Reduce -35.9% |
| CAE Cae Inc. | 3.72% | 844,393 | $22.0M | New |
| LMT Lockheed Martin Corp. | 3.71% | 36,270 | $21.9M | Reduce -72.0% |
| SWK Stanley Black & Decker Inc. | 3.52% | 293,036 | $20.8M | Reduce -32.4% |
| BOBS Bob's Discount Furniture | 3.02% | 1,517,451 | $17.8M | New |
Portfolio Sells Q4 2025 → Q1 2026
| BOX Box Inc. Class A | Sold out | 0.00% | −5.46 |
| RTO Rentokil Initial PLC-SP ADR | Sold out | 0.00% | −5.24 |
| SYY Sysco Corp. | Sold out | 0.00% | −5.04 |
| NABL N-Able Inc. | Sold out | 0.00% | −4.81 |
| HII Huntington Ingalls Industrie | Sold out | 0.00% | −4.11 |
| IQV Iqvia Holdings Inc. | Sold out | 0.00% | −3.86 |
| LMT Lockheed Martin Corp. | Reduce -72.0% | 3.71% | −2.85 |
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −2.49 |
| RPAY Repay Holdings Corp. | Sold out | 0.00% | −1.67 |
| CCC CCC Intelligent Solutions Ho | Sold out | 0.00% | −1.67 |
| CBZ Cbiz Inc. | Reduce -2.1% | 4.40% | −0.83 |
| TRU Transunion | Reduce -35.9% | 3.88% | −0.77 |
| HURN Huron Consulting Group Inc. | Reduce -16.2% | 5.04% | −0.02 |
| WEX Wex Inc. | Reduce -38.1% | 5.27% | +0.13 |
| SWK Stanley Black & Decker Inc. | Reduce -32.4% | 3.52% | +0.14 |
| VRRM Verra Mobility Corp. | Reduce -0.4% | 7.11% | +0.17 |
| PFGC Performance Food Group Co. | Reduce -24.0% | 5.00% | +0.72 |
Portfolio Buys Q4 2025 → Q1 2026
| WCN Waste Connections Inc. | New | 8.86% | +8.86 |
| ARMK Aramark | Add +3.5% | 9.59% | +4.36 |
| FIS Fidelity National Info Serv | New | 4.35% | +4.35 |
| CAE Cae Inc. | New | 3.72% | +3.72 |
| SSNC Ss&c Technologies Holdings | Add +26.5% | 9.12% | +3.33 |
| CDW CDW Corp. | Add +58.8% | 5.49% | +3.08 |
| BOBS Bob's Discount Furniture | New | 3.02% | +3.02 |
| OPLN Openlane Inc. | Add +1.3% | 7.48% | +2.81 |
| LYV Live Nation Entertainment Inc. | Add +13.8% | 4.40% | +2.16 |
| FA First Advantage Corp. | Add +14.0% | 6.03% | +1.98 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $636.8M | ARMK, WCN, SSNC, DG, FA |
| Q1 2026 | 18 | $591.3M | ARMK, SSNC, WCN, OPLN, VRRM |
| Q4 2025 | 23 | $953.9M | VRRM, LMT, SSNC, BOX, RTO |
| Q3 2025 | 21 | $920.0M | IAS, HURN, VRRM, RTO, BOX |
| Q2 2025 | 23 | $932.6M | IAS, PFGC, OPLN, VRRM, HURN |
| Q1 2025 | 22 | $810.3M | IAS, PFGC, WEX, HURN, FIS |
| Q4 2024 | 19 | $835.7M | PFGC, IAS, DNB, HURN, WTW |
| Q3 2024 | 17 | $813.5M | IAS, PFGC, DNB, OPLN, WEX |
| Q2 2024 | 20 | $790.0M | DNB, IAS, PFGC, WTW, SSNC |
| Q1 2024 | 20 | $765.2M | IAS, DNB, PFGC, CACI, OPLN |