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Sunriver Management LLC · 13F 持仓分析
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Sunriver Management LLC

No.3659 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$6.37亿
环比变动 Q1 2026
+$4,549.1万+7.7%
持仓股票数
21
新买入
11
加仓
6
减仓
4
清仓
8
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
ARAMARKARMK
9.44%9.59%$6,011.3万105.6万股$5,668.9万139.8万股-34.2万股-24.45%减仓
WASTE CONNECTIONSWCN
8.99%8.86%$5,726.0万34.4万股$5,241.7万32.3万股+2.1万股+6.46%加仓
SSS&C TECHSSNC
7.92%9.12%$5,046.2万81.3万股$5,391.1万79.8万股+1.5万股+1.93%加仓
DOLLAR GEN NEWDG
6.02%$3,833.8万33.3万股$00股+33.3万股新买入
FFIRST ADVANTAGE NEWFA
5.5%6.03%$3,503.3万194.1万股$3,566.5万303.3万股-109.2万股-36.00%减仓
BOOKING COMBKNG
5.44%$3,466.2万19.4万股$00股+19.4万股新买入
雷诺士LII
5.31%$3,380.8万5.9万股$00股+5.9万股新买入
Live NationLYV
5.02%4.4%$3,199.7万17.5万股$2,602.8万17.1万股+4,082股+2.39%加仓
CORE & MAINCNM
4.7%$2,991.6万62.0万股$00股+62.0万股新买入
WWEXWEX
4.49%5.27%$2,857.3万20.3万股$3,117.3万20.4万股-1,176股-0.58%减仓
Genuine Parts Co ComGPC
4.48%$2,854.9万24.2万股$00股+24.2万股新买入
BBOBS DISC FURNITUREBOBS
4.02%3.02%$2,557.4万161.7万股$1,783.0万151.7万股+9.9万股+6.53%加仓
PERFORMANCE FOODPFGC
3.87%5%$2,464.5万22.0万股$2,957.1万34.5万股-12.5万股-36.14%减仓
CAECAE
3.85%3.72%$2,453.9万97.9万股$2,199.6万84.4万股+13.5万股+15.96%加仓
MCGRATH RENTCORPMGRC
3.78%$2,404.7万19.9万股$00股+19.9万股新买入
IINSPERITYNSP
3.35%$2,135.7万51.7万股$00股+51.7万股新买入
HHURON CONSULTINGHURN
3.34%5.04%$2,124.7万23.6万股$2,981.0万23.4万股+1,843股+0.79%加仓
CONSTRUCTION PARTNERSROAD
3.27%$2,081.1万17.5万股$00股+17.5万股新买入
WWAYSTARWAY
2.76%$1,755.3万85.5万股$00股+85.5万股新买入
SSOLSTICE ADVANCED MATLSSOL
2.74%$1,744.3万19.7万股$00股+19.7万股新买入
KKORN FERRYKFY
1.71%$1,090.8万16.4万股$00股+16.4万股新买入

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