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Sunriver Management LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $636,837,478
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ARAMARK · COM · 03852U106 · shares: $60,113,371
- WASTE CONNECTIONS INC · COM · 94106B101 · shares: $57,260,182
- SS&C TECH HLDGS · COM · 78467J100 · shares: $50,462,225
- DOLLAR GEN CORP · COM · 256677105 · shares: $38,337,731
- FIRST ADVANTAGE CORP NEW · COM · 31846B108 · shares: $35,033,462
- BOOKING HOLDINGS INC · COM · 09857L108 · shares: $34,662,333
- LENNOX INTL INC · COM · 526107107 · shares: $33,808,061
- LIVE NATION ENTERTAINMENT IN · COM · 538034109 · shares: $31,997,191
- CORE & MAIN INC · CL A · 21874C102 · shares: $29,915,820
- WEX INC · COM · 96208T104 · shares: $28,573,265
Reported holdings
21 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ARAMARK | COM | 03852U106 | — | 1,056,474 shares | $60,113,371 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 343,513 shares | $57,260,182 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 813,251 shares | $50,462,225 |
| DOLLAR GEN CORP | COM | 256677105 | — | 333,053 shares | $38,337,731 |
| FIRST ADVANTAGE CORP NEW | COM | 31846B108 | — | 1,940,912 shares | $35,033,462 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 194,470 shares | $34,662,333 |
| LENNOX INTL INC | COM | 526107107 | — | 59,007 shares | $33,808,061 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 174,743 shares | $31,997,191 |
| CORE & MAIN INC | CL A | 21874C102 | — | 620,017 shares | $29,915,820 |
| WEX INC | COM | 96208T104 | — | 202,518 shares | $28,573,265 |
| GENUINE PARTS CO | COM | 372460105 | — | 241,980 shares | $28,548,800 |
| BOBS DISC FURNITURE INC | COM SHS | 09681N106 | — | 1,616,590 shares | $25,574,454 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | — | 220,456 shares | $24,644,776 |
| CAE INC | COM | 124765108 | — | 979,193 shares | $24,538,577 |
| MCGRATH RENTCORP | COM | 580589109 | — | 198,684 shares | $24,046,725 |
| INSPERITY INC | COM | 45778Q107 | — | 516,995 shares | $21,357,063 |
| HURON CONSULTING GROUP INC | COM | 447462102 | — | 235,663 shares | $21,247,376 |
| CONSTRUCTION PARTNERS INC | COM CL A | 21044C107 | — | 175,223 shares | $20,811,236 |
| WAYSTAR HLDG CORP | COM | 946784105 | — | 855,000 shares | $17,553,150 |
| SOLSTICE ADVANCED MATLS INC | COM SHS | 83443Q103 | — | 196,879 shares | $17,443,479 |
| KORN FERRY | COM NEW | 500643200 | — | 163,836 shares | $10,908,201 |