StockDriftsStockDriftsTop 21 Sunriver Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | 9.44% | 1.06M | $60.1M | -24.45%(-341.88K) | $37.90(+64.61%) | 2026-06-30 | |
| WCN | WASTE CONNECTIONS INC | 8.99% | 343.5K | $57.3M | +6.46%(+20.83K) | $168.62(-2.28%) | 2026-06-30 | |
| SSNC | SS&C TECH HLDGS | 7.92% | 813.3K | $50.5M | +1.93%(+15.40K) | $67.39(+19.61%) | 2026-06-30 | |
| DG | DOLLAR GEN CORP | 6.02% | 333.1K | $38.3M | new | $116.47(+3.10%) | 2026-06-30 | |
| FA | FIRST ADVANTAGE CORP NEW | 5.5% | 1.94M | $35.0M | -36.00%(-1.09M) | $15.64(+38.01%) | 2026-06-30 | |
| BKNG | BOOKING HOLDINGS INC | 5.44% | 194.5K | $34.7M | new | $171.47(+23.67%) | 2026-06-30 | |
| LII | LENNOX INTL INC | 5.31% | 59.0K | $33.8M | new | $508.47(-17.00%) | 2026-06-30 | |
| LYV | LIVE NATION ENTERTAINMENT IN | 5.02% | 174.7K | $32.0M | +2.39%(+4.08K) | $152.61(+21.45%) | 2026-06-30 | |
| CNM | CORE & MAIN INC | 4.7% | 620.0K | $29.9M | new | $48.00(-5.54%) | 2026-06-30 | |
| WEX | WEX INC | 4.49% | 202.5K | $28.6M | -0.58%(-1.18K) | $177.57(+8.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +2.48% | +7.63% | +3.88% | +20.99% |
| Top 20 Holdings Unweighted | +0.75% | +2.27% | +2.93% | +15.55% |
Sunriver Management LLC reports $636.84M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are ARMK (9.4%), WCN (9.0%) and SSNC (7.9%). The top 20 holdings account for 98.29% of reported assets. Its disclosed equity book has returned +7.63% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sunriver Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1663900). View Sunriver Management LLC’s 13F filings on SEC