StockDriftsStockDriftsTop 18 Sunriver Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | 9.59% | 1.40M | $56.7M | +3.47%(+46.95K) | $37.90(+39.04%) | 2026-03-31 | |
| SSNC | SS&C TECH HLDGS | 9.12% | 797.8K | $53.9M | +26.47%(+166.97K) | $67.45(-3.82%) | 2026-03-31 | |
| WCN | WASTE CONNECTIONS INC | 8.86% | 322.7K | $52.4M | new | $168.90(-8.28%) | 2026-03-31 | |
| OPLN | OPENLANE INC | 7.48% | 1.52M | $44.3M | +1.31%(+19.63K) | $15.67(+128.00%) | 2026-03-31 | |
| VRRM | VERRA MOBILITY CORP | 7.11% | 2.94M | $42.1M | -0.44%(-13.06K) | $22.02(-39.81%) | 2026-03-31 | |
| FA | FIRST ADVANTAGE CORP NEW | 6.03% | 3.03M | $35.7M | +13.96%(+371.43K) | $15.64(-5.54%) | 2026-03-31 | |
| CDW | CDW CORP | 5.49% | 268.4K | $32.5M | +58.81%(+99.37K) | $140.66(-27.37%) | 2026-03-31 | |
| WEX | WEX INC | 5.27% | 203.7K | $31.2M | -38.12%(-125.48K) | $177.57(-24.52%) | 2026-03-31 | |
| HURN | HURON CONSULTING GROUP INC | 5.04% | 233.8K | $29.8M | -16.22%(-45.27K) | $111.31(-7.53%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 5% | 345.2K | $29.6M | -24.02%(-109.10K) | $51.28(+88.76%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +3.97% | +12.39% |
| Top 20 Holdings Unweighted | +1.48% | +4.50% |
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