Sunriver Management LLC 13F Holdings
CIK 0001663900 · STAMFORD, CT
As of Sep 30, 2025, Sunriver Management LLC reported 21 positions worth $920.0M in its SEC Form 13F filing.
Top 21 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| INTEGRAL AD SCIENCE HOLDING CORP | IAS | Communication Services | 7,120,157 | $72.4M | 7.87% |
| HURON CONSULTING GROUP INC | HURN | Industrials | 451,985 | $66.3M | 7.21% |
| VERRA MOBILITY CORP | VRRM | Industrials | 2,284,774 | $56.4M | 6.13% |
| RENTOKIL INITIAL PLC | RTO | Industrials | 1,985,245 | $50.1M | 5.45% |
| BOX INC | BOX | Technology | 1,517,828 | $49.0M | 5.32% |
| WEX INC | WEX | Technology | 308,081 | $48.5M | 5.28% |
| N-ABLE INC | NABL | Technology | 6,211,878 | $48.5M | 5.27% |
| PERFORMANCE FOOD GROUP CO | PFGC | Consumer Defensive | 463,141 | $48.2M | 5.24% |
| SYSCO CORP | SYY | Consumer Defensive | 556,343 | $45.8M | 4.98% |
| SS&C TECHNOLOGIES HOLDINGS INC | SSNC | Technology | 507,017 | $45.0M | 4.89% |
| HUNTINGTON INGALLS INDUSTRIES INC | HII | Industrials | 155,407 | $44.7M | 4.86% |
| IQVIA HOLDINGS INC | IQV | Healthcare | 229,104 | $43.5M | 4.73% |
| OPENLANE INC | KAR | Consumer Cyclical | 1,491,108 | $42.9M | 4.66% |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 567,473 | $42.2M | 4.58% |
| JAMF HOLDING CORP | JAMF | Technology | 3,893,883 | $41.7M | 4.53% |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 389,168 | $36.7M | 3.99% |
| FIRST ADVANTAGE CORP | FA | Industrials | 2,350,614 | $36.2M | 3.93% |
| CBIZ INC | CBZ | Industrials | 596,762 | $31.6M | 3.44% |
| ARAMARK | ARMK | Industrials | 817,261 | $31.4M | 3.41% |
| REPAY HOLDINGS CORP | RPAY | Technology | 3,928,000 | $20.5M | 2.23% |
| DOUBLEVERIFY HOLDINGS INC | DV | Technology | 1,523,175 |