Investor
Sunriver Management LLC
CIK 0001663900 · filed 2026-05-14 · SEC filing
13F book
$591.3M
Positions
18
4 new · 9 sold
Largest name
9.6%
Aramark · ARMK
Est. mark
−$77M
Price effect on 14 names still held. Flow −$285.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Aramark | ARMK | 1.4M | $56.7M | 9.6% | $4.97M | Added$6.88M |
| Ss&C Technologies Hldgs Inc | — | 797.8K | $53.9M | 9.1% | −$12.5M | Added−$1.24M |
| Waste Connections, Inc. | WCN | 322.7K | $52.4M | 8.9% | — | New |
| OPENLANE, Inc. | OPLN | 1.52M | $44.3M | 7.5% | −$944.1K | Added−$371.8K |
| Verra Mobility Corp | VRRM | 2.94M | $42.1M | 7.1% | −$23.9M | Cut−$24.2M |
| First Advantage Corp New | — | 3.03M | $35.7M | 6.0% | −$7.37M | Added−$3M |
| CDW Corp | CDW | 268.4K | $32.5M | 5.5% | −$2.57M | Added$9.46M |
| WEX Inc. | WEX | 203.7K | $31.2M | 5.3% | $827K | Cut−$17.9M |
| Huron Consulting Group Inc. | HURN | 233.8K | $29.8M | 5.0% | −$10.6M | Cut−$18.4M |
| Performance Food Group Co | PFGC | 345.2K | $29.6M | 5.0% | −$1.47M | Cut−$11.3M |
| Live Nation Entertainment In | — | 170.7K | $26M | 4.4% | $1.5M | Added$4.65M |
| CBIZ, Inc. | CBZ | 968.6K | $26M | 4.4% | −$22.9M | Cut−$23.9M |
| Fidelity Natl Information Sv | — | 548.9K | $25.7M | 4.4% | — | New |
| Transunion | TRU | 331.8K | $23M | 3.9% | −$5.49M | Cut−$21.5M |
| CAE Inc | CAE | 844.4K | $22M | 3.7% | — | New |
| Lockheed Martin Corp | LMT | 36.3K | $21.9M | 3.7% | $4.38M | Cut−$40.6M |
| Stanley Black & Decker, Inc. | SWK | 293K | $20.8M | 3.5% | −$943.6K | Cut−$11.4M |
| Bobs Disc Furniture Inc | — | 1.52M | $17.8M | 3.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.