Investor
Sunriver Management LLC
CIK 0001663900 · filed 2026-02-13 · SEC filing
13F book
$953.9M
Positions
23
Largest name
6.9%
Verra Mobility Corp · VRRM
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Verra Mobility Corp | VRRM | 2.96M | $66.3M | 6.9% | — | Held |
| Lockheed Martin Corp | LMT | 129.3K | $62.5M | 6.6% | — | Held |
| Ss&C Technologies Hldgs Inc | — | 630.9K | $55.2M | 5.8% | — | Held |
| Box Inc | — | 1.74M | $52.1M | 5.5% | — | Held |
| Rentokil Initial Plc | — | 1.7M | $50M | 5.2% | — | Held |
| CBIZ, Inc. | CBZ | 989.3K | $49.9M | 5.2% | — | Held |
| Aramark | ARMK | 1.35M | $49.8M | 5.2% | — | Held |
| WEX Inc. | WEX | 329.2K | $49M | 5.1% | — | Held |
| Huron Consulting Group Inc. | HURN | 279.1K | $48.3M | 5.1% | — | Held |
| Sysco Corp | SYY | 652.8K | $48.1M | 5.0% | — | Held |
| N-able, Inc. | NABL | 6.13M | $45.9M | 4.8% | — | Held |
| OPENLANE, Inc. | OPLN | 1.5M | $44.6M | 4.7% | — | Held |
| Transunion | TRU | 517.9K | $44.4M | 4.7% | — | Held |
| Performance Food Group Co | PFGC | 454.3K | $40.9M | 4.3% | — | Held |
| Huntington Ingalls Inds Inc | — | 115.2K | $39.2M | 4.1% | — | Held |
| First Advantage Corp New | — | 2.66M | $38.7M | 4.1% | — | Held |
| Iqvia Hldgs Inc | — | 163.5K | $36.9M | 3.9% | — | Held |
| Stanley Black & Decker, Inc. | SWK | 433.7K | $32.2M | 3.4% | — | Held |
| ACV Auctions Inc. | ACVA | 2.96M | $23.8M | 2.5% | — | Held |
| CDW Corp | CDW | 169K | $23M | 2.4% | — | Held |
| Live Nation Entertainment In | — | 150K | $21.4M | 2.2% | — | Held |
| Repay Hldgs Corp | — | 4.36M | $15.9M | 1.7% | — | Held |
| Ccc Intelligent Solutions Hl | — | 2M | $15.9M | 1.7% | — | Held |
Positions as of Q4 2025. 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.