13FBOX
Sunriver Management LLC · 13F Holdings
Options Calculator Rankings

Sunriver Management LLC

No.3659 Data as of 2026Q2
Latest AUM (Q2 2026)
$636.8M
QoQ Change Q1 2026
+$45.5M+7.7%
Holdings
21
New Buys
11
Adds
6
Reduces
4
Exits
8
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ARAMARKARMK
9.44%9.59%$60.1M1.1M$56.7M1.4M-341,875-24.45%Reduce
WASTE CONNECTIONS INCWCN
8.99%8.86%$57.3M343,513$52.4M322,683+20,830+6.46%Add
SSS&C TECH HLDGSSSNC
7.92%9.12%$50.5M813,251$53.9M797,849+15,402+1.93%Add
DOLLAR GEN CORP NEWDG
6.02%$38.3M333,053$00+333,053New Buy
FFIRST ADVANTAGE CORP NEWFA
5.5%6.03%$35.0M1.9M$35.7M3.0M-1.1M-36.00%Reduce
BOOKING HOLDINGS INC COMBKNG
5.44%$34.7M194,470$00+194,470New Buy
LENNOX INTL INCLII
5.31%$33.8M59,007$00+59,007New Buy
LIVE NATION ENTERTAINMENT INLYV
5.02%4.4%$32.0M174,743$26.0M170,661+4,082+2.39%Add
CORE & MAIN INCCNM
4.7%$29.9M620,017$00+620,017New Buy
WWEX INCWEX
4.49%5.27%$28.6M202,518$31.2M203,694-1,176-0.58%Reduce
Genuine Parts Co ComGPC
4.48%$28.5M241,980$00+241,980New Buy
BBOBS DISC FURNITURE INCBOBS
4.02%3.02%$25.6M1.6M$17.8M1.5M+99,139+6.53%Add
PERFORMANCE FOOD GROUP COPFGC
3.87%5%$24.6M220,456$29.6M345,211-124,755-36.14%Reduce
CAE INCCAE
3.85%3.72%$24.5M979,193$22.0M844,393+134,800+15.96%Add
MCGRATH RENTCORPMGRC
3.78%$24.0M198,684$00+198,684New Buy
IINSPERITY INCNSP
3.35%$21.4M516,995$00+516,995New Buy
HHURON CONSULTING GROUP INCHURN
3.34%5.04%$21.2M235,663$29.8M233,820+1,843+0.79%Add
CONSTRUCTION PARTNERS INCROAD
3.27%$20.8M175,223$00+175,223New Buy
WWAYSTAR HLDG CORPWAY
2.76%$17.6M855,000$00+855,000New Buy
SSOLSTICE ADVANCED MATLS INCSOL
2.74%$17.4M196,879$00+196,879New Buy
KKORN FERRYKFY
1.71%$10.9M163,836$00+163,836New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow