SUNRIVER MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | IAS | 7.12M | $72.41M |
 | NABL | 6.21M | $48.45M |
 | RPAY | 3.93M | $20.54M |
 | JAMF | 3.89M | $41.66M |
 | FA | 2.35M | $36.18M |
 | VRRM | 2.28M | $56.43M |
 | DV | 1.52M | $18.25M |
 | BOX | 1.52M | $48.98M |
 | KAR | 1.49M | $42.91M |
 | ARMK | 817K | $31.38M |
 | CBZ | 597K | $31.60M |
 | SWK | 567K | $42.18M |
 | SYY | 556K | $45.81M |
 | SSNC | 507K | $45.00M |
 | PFGC | 463K | $48.19M |
 | HURN | 452K | $66.34M |
 | DLTR | 389K | $36.73M |
 | WEX | 308K | $48.53M |
 | IQV | 229K | $43.52M |
 | HII | 155K | $44.74M |
Integral Ad Science Holding Corp.
IAS
Shares Held
7.12M
Value
$72.41M
N-able, Inc.
NABL
Shares Held
6.21M
Value
$48.45M
Repay Holdings Corporation
RPAY
Shares Held
3.93M
Value
$20.54M
Jamf Holding Corp.
JAMF
Shares Held
3.89M
Value
$41.66M
First Advantage Corporation
FA
Shares Held
2.35M
Value
$36.18M
Verra Mobility Corporation
VRRM
Shares Held
2.28M
Value
$56.43M
DoubleVerify Holdings, Inc.
DV
Shares Held
1.52M
Value
$18.25M
Box, Inc.
BOX
Shares Held
1.52M
Value
$48.98M
OPENLANE, Inc.
KAR
Shares Held
1.49M
Value
$42.91M
Aramark
ARMK
Shares Held
817K
Value
$31.38M
CBIZ, Inc.
CBZ
Shares Held
597K
Value
$31.60M
Stanley Black & Decker, Inc.
SWK
Shares Held
567K
Value
$42.18M
Sysco Corporation
SYY
Shares Held
556K
Value
$45.81M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
507K
Value
$45.00M
Performance Food Group Company
PFGC
Shares Held
463K
Value
$48.19M
Huron Consulting Group Inc.
HURN
Shares Held
452K
Value
$66.34M
Dollar Tree, Inc.
DLTR
Shares Held
389K
Value
$36.73M
WEX Inc.
WEX
Shares Held
308K
Value
$48.53M
IQVIA Holdings Inc.
IQV
Shares Held
229K
Value
$43.52M
Huntington Ingalls Industries, Inc.
HII
Shares Held
155K
Value
$44.74M