SUNRIVER MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NABL | 6.13M | $45.89M |
 | RPAY | 4.36M | $15.92M |
 | ACVA | 2.96M | $23.77M |
 | VRRM | 2.96M | $66.27M |
 | FA | 2.66M | $38.67M |
 | BOX | 1.74M | $52.08M |
 | KAR | 1.50M | $44.63M |
 | ARMK | 1.35M | $49.81M |
 | CBZ | 989K | $49.91M |
 | SYY | 653K | $48.10M |
 | SSNC | 631K | $55.15M |
 | TRU | 518K | $44.41M |
 | PFGC | 454K | $40.85M |
 | SWK | 434K | $32.21M |
 | WEX | 329K | $49.04M |
 | HURN | 279K | $48.26M |
 | CDW | 169K | $23.02M |
 | IQV | 164K | $36.86M |
 | LYV | 150K | $21.38M |
 | LMT | 129K | $62.54M |
N-able, Inc.
NABL
Shares Held
6.13M
Value
$45.89M
Repay Holdings Corporation
RPAY
Shares Held
4.36M
Value
$15.92M
ACV Auctions Inc.
ACVA
Shares Held
2.96M
Value
$23.77M
Verra Mobility Corporation
VRRM
Shares Held
2.96M
Value
$66.27M
First Advantage Corporation
FA
Shares Held
2.66M
Value
$38.67M
Box, Inc.
BOX
Shares Held
1.74M
Value
$52.08M
OPENLANE, Inc.
KAR
Shares Held
1.50M
Value
$44.63M
Aramark
ARMK
Shares Held
1.35M
Value
$49.81M
CBIZ, Inc.
CBZ
Shares Held
989K
Value
$49.91M
Sysco Corporation
SYY
Shares Held
653K
Value
$48.10M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
631K
Value
$55.15M
TransUnion
TRU
Shares Held
518K
Value
$44.41M
Performance Food Group Company
PFGC
Shares Held
454K
Value
$40.85M
Stanley Black & Decker, Inc.
SWK
Shares Held
434K
Value
$32.21M
WEX Inc.
WEX
Shares Held
329K
Value
$49.04M
Huron Consulting Group Inc.
HURN
Shares Held
279K
Value
$48.26M
CDW Corporation
CDW
Shares Held
169K
Value
$23.02M
IQVIA Holdings Inc.
IQV
Shares Held
164K
Value
$36.86M
Live Nation Entertainment, Inc.
LYV
Shares Held
150K
Value
$21.38M
Lockheed Martin Corporation
LMT
Shares Held
129K
Value
$62.54M