Holders — by stockHoldings — by fund
Sunriver Management LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001663900
$636.8M
disclosed book value
21
positions
9.4%
largest position share
Positions, as of 2026-06-30
top 21 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | ARMKARAMARK | 1.1M | $60.1M | 9.4% |
| 2 | WCNWASTE CONNECTIONS INC | 343,513 | $57.3M | 9% |
| 3 | SSNCSS&C TECH HLDGS | 813,251 | $50.5M | 7.9% |
| 4 | DGDOLLAR GEN CORP | 333,053 | $38.3M | 6% |
| 5 | FAFIRST ADVANTAGE CORP NEW | 1.9M | $35.0M | 5.5% |
| 6 | BKNGBOOKING HOLDINGS INC | 194,470 | $34.7M | 5.4% |
| 7 | LIILENNOX INTL INC | 59,007 | $33.8M | 5.3% |
| 8 | LYVLIVE NATION ENTERTAINMENT IN | 174,743 | $32.0M | 5% |
| 9 | CNMCORE & MAIN INC | 620,017 | $29.9M | 4.7% |
| 10 | WEXWEX INC | 202,518 | $28.6M | 4.5% |
| 11 | GPCGENUINE PARTS CO | 241,980 | $28.5M | 4.5% |
| 12 | BOBSBOBS DISC FURNITURE INC | 1.6M | $25.6M | 4% |
| 13 | PFGCPERFORMANCE FOOD GROUP CO | 220,456 | $24.6M | 3.9% |
| 14 | CAECAE INC | 979,193 | $24.5M | 3.9% |
| 15 | MGRCMCGRATH RENTCORP | 198,684 | $24.0M | 3.8% |
| 16 | NSPINSPERITY INC | 516,995 | $21.4M | 3.4% |
| 17 | HURNHURON CONSULTING GROUP INC | 235,663 | $21.2M | 3.3% |
| 18 | ROADCONSTRUCTION PARTNERS INC | 175,223 | $20.8M | 3.3% |
| 19 | WAYWAYSTAR HLDG CORP | 855,000 | $17.6M | 2.8% |
| 20 | SOLSSOLSTICE ADVANCED MATLS INC | 196,879 | $17.4M | 2.7% |
| 21 | KFYKORN FERRY | 163,836 | $10.9M | 1.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.