Sunriver Management LLC: 13F holdings
CIK 16639002026Q2
| Positions | 21 |
|---|
| Reported value | $636.8m |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 21 (+3 vs prior quarter) |
|---|
| Reported value | $636.8m (+7.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ARMK ARAMARK | 1,056,474 | $60.1m | 9.4% |
| WCN WASTE CONNECTIONS INC | 343,513 | $57.3m | 9.0% |
| SSNC SS&C TECH HLDGS | 813,251 | $50.5m | 7.9% |
| DG DOLLAR GEN CORP | 333,053 | $38.3m | 6.0% |
| FA FIRST ADVANTAGE CORP NEW | 1,940,912 | $35.0m | 5.5% |
| BKNG BOOKING HOLDINGS INC | 194,470 | $34.7m | 5.4% |
| LII LENNOX INTL INC | 59,007 | $33.8m | 5.3% |
| LYV LIVE NATION ENTERTAINMENT IN | 174,743 | $32.0m | 5.0% |
| CNM CORE & MAIN INC | 620,017 | $29.9m | 4.7% |
| WEX WEX INC | 202,518 | $28.6m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1663900")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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