13F Insight
DOSSIER · 13F-HR · Q2 2026

Sunriver Management LLC

$637M in tracked AUM across 21 positions as of Q2 2026.

SM
CIK 0001663900 · last filed Jun 30, 2026
Total AUM
$637M
as of Q2 2026
Holdings
21
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Sunriver Management LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ARMK
ARAMARK
$60M1.1M9.4%02
WCN
WASTE CONNECTIONS INC
$57M344K9.0%03
SSNC
SS&C TECH HLDGS
$50M813K7.9%04
DG
DOLLAR GEN CORP
$38M333K6.0%05
FA
FIRST ADVANTAGE CORP NEW
$35M1.9M5.5%06
BKNG
BOOKING HOLDINGS INC
$35M194K5.4%07
LII
LENNOX INTL INC
$34M59K5.3%08
LYV
LIVE NATION ENTERTAINMENT IN
$32M175K5.0%09
CNM
CORE & MAIN INC
$30M620K4.7%10
WEX
WEX INC
$29M203K4.5%

Filing history

2026Q2Jun 30
$637M▲ 7.7%
21 positionsView →2026Q1Mar 31
$591M▼ 38.0%
18 positionsView →2025Q4Dec 31
$954M▲ 3.7%
23 positionsView →2025Q3Sep 30
$920M▼ 1.4%
21 positionsView →2025Q2Jun 30
$933M▲ 35.1%
23 positionsLocked2025Q1Mar 31
$690M▼ 17.4%
18 positionsLocked2024Q4Dec 31
$836M▲ 2.7%
19 positionsLocked2024Q3Sep 30
$813M▲ 3.0%
17 positionsLocked2024Q2Jun 30
$790M▲ 3.2%
20 positionsLocked2024Q1Mar 31
$765M▲ 19.9%
20 positionsLocked2023Q4Dec 31
$638M▲ 20.7%
22 positionsLocked2023Q3Sep 30
$529M▲ 6.7%
19 positionsLocked
Showing 12 of 40