account_balance
Investment manager · 13F filer · SEC CIK 1663900
Sunriver Management LLC
Reported value$637Mas of Jun 30, 2026
Positions21 11 new, 8 sold out
Top 10 weight62.8%ARMK alone is 9%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
ARMKAramark
9.4%Trimmed −24%
WCNWaste Connections Inc
9.0%Added +6%
SSNCSS&C Tech Hldgs
7.9%
DGDollar Gen Corp
6.0%New
FAFirst Advantage Corp New
5.5%Trimmed −36%
BKNGBooking Holdings Inc
5.4%New
LIILennox Intl Inc
5.3%New
LYVLive Nation Entertainment In
5.0%Added +2%
CNMCore & Main Inc
4.7%New
WEXWex Inc
4.5%
GPCGenuine Parts Co
4.5%New
BOBSBobs Disc Furniture Inc
4.0%Added +7%
ARMKAramark
9.4%Trimmed −24%
WCNWaste Connections Inc
9.0%Added +6%
SSNC7.9%DG6.0%FA5.5%BKNG5.4%LII5.3%LYV5.0%CNM4.7%WEX4.5%GPC4.5%BOBS4.0%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
ARMK Aramark 9.4% Trimmed −24%WCN Waste Connections Inc 9.0% Added +6%SSNC SS&C Tech Hldgs 7.9% HeldDG Dollar Gen Corp 6.0% NewFA First Advantage Corp New 5.5% Trimmed −36%BKNG Booking Holdings Inc 5.4% NewLII Lennox Intl Inc 5.3% NewLYV Live Nation Entertainment In 5.0% Added +2%CNM Core & Main Inc 4.7% NewWEX Wex Inc 4.5% HeldGPC Genuine Parts Co 4.5% NewBOBS Bobs Disc Furniture Inc 4.0% Added +7%
What changed