SUNRIVER MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FA | 3.03M | $35.66M |
 | VRRM | 2.94M | $42.07M |
 | BOBS | 1.52M | $17.83M |
 | ARMK | 1.40M | $56.69M |
 | CBZ | 969K | $26.01M |
 | CAE | 844K | $22.00M |
 | SSNC | 798K | $53.91M |
 | FIS | 549K | $25.75M |
 | PFGC | 345K | $29.57M |
 | TRU | 332K | $22.96M |
 | WCN | 323K | $52.42M |
 | SWK | 293K | $20.82M |
 | CDW | 268K | $32.48M |
 | HURN | 234K | $29.81M |
 | WEX | 204K | $31.17M |
 | LYV | 171K | $26.03M |
 | LMT | 36K | $21.92M |
First Advantage Corporation
FA
Shares Held
3.03M
Value
$35.66M
Verra Mobility Corporation
VRRM
Shares Held
2.94M
Value
$42.07M
Bob's Discount Furniture, Inc.
BOBS
Shares Held
1.52M
Value
$17.83M
Aramark
ARMK
Shares Held
1.40M
Value
$56.69M
CBIZ, Inc.
CBZ
Shares Held
969K
Value
$26.01M
CAE Inc.
CAE
Shares Held
844K
Value
$22.00M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
798K
Value
$53.91M
Fidelity National Information Services, Inc.
FIS
Shares Held
549K
Value
$25.75M
Performance Food Group Co
PFGC
Shares Held
345K
Value
$29.57M
TransUnion
TRU
Shares Held
332K
Value
$22.96M
Waste Connections, Inc.
WCN
Shares Held
323K
Value
$52.42M
Stanley Black & Decker, Inc.
SWK
Shares Held
293K
Value
$20.82M
CDW Corporation
CDW
Shares Held
268K
Value
$32.48M
Huron Consulting Group Inc.
HURN
Shares Held
234K
Value
$29.81M
WEX Inc.
WEX
Shares Held
204K
Value
$31.17M
Live Nation Entertainment, Inc.
LYV
Shares Held
171K
Value
$26.03M
Lockheed Martin Corporation
LMT
Shares Held
36K
Value
$21.92M