The Analysis of Sunriver Management LLC's Holdings


Currently, Sunriver Management LLC holds 23 types of securities in its portfolio with a total value $953.9M. In the most recent quarter, they have increased their positions in LMT (+129.3K shares, valued at $62.5M), TRU (+517.9K shares, valued at $44.4M), ACVA (+3.0M shares, valued at $23.8M); decreased their positions in HURN (-172.9K shares, valued at $29.9M), IQV (-65.6K shares, valued at $14.8M), HII (-40.2K shares, valued at $13.7M); initiated new positions in LMT (+129.3K shares, valued at $62.5M), TRU (+517.9K shares, valued at $44.4M), ACVA (+3.0M shares, valued at $23.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
VRRM VERRA MOBILITY CORP3.0M shares29.42%2025-12-312026-02-13history
LMT LOCKHEED MARTIN CORP129.3K sharesnew addition2025-12-312026-02-13history
SSNC SS&C TECHNOLOGIES HLDGS INC630.9K shares24.43%2025-12-312026-02-13history
BOX BOX INC1.7M shares14.72%2025-12-312026-02-13history
RTO RENTOKIL INITIAL PLC1.7M shares-14.47%2025-12-312026-02-13history
CBZ CBIZ INC989.3K shares65.79%2025-12-312026-02-13history
ARMK ARAMARK1.4M shares65.36%2025-12-312026-02-13history
WEX WEX INC329.2K shares6.85%2025-12-312026-02-13history
Sponsored
HURN HURON CONSULTING GROUP INC279.1K shares-38.25%2025-12-312026-02-13history
SYY SYSCO CORP652.8K shares17.33%2025-12-312026-02-13history
NABL N-ABLE INC6.1M shares-1.24%2025-12-312026-02-13history
KAR OPENLANE INC1.5M shares0.50%2025-12-312026-02-13history
TRU TRANSUNION517.9K sharesnew addition2025-12-312026-02-13history
PFGC PERFORMANCE FOOD GROUP CO454.3K shares-1.91%2025-12-312026-02-13history
HII HUNTINGTON INGALLS INDS INC115.2K shares-25.86%2025-12-312026-02-13history
FA FIRST ADVANTAGE CORP NEW2.7M shares13.22%2025-12-312026-02-13history
Sponsored
IQV IQVIA HLDGS INC163.5K shares-28.63%2025-12-312026-02-13history
STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC433.7K shares-23.58%2025-12-312026-02-13history
ACVA ACV AUCTIONS INC3.0M sharesnew addition2025-12-312026-02-13history
CDW CDW CORP169.0K sharesnew addition2025-12-312026-02-13history
LYV LIVE NATION ENTERTAINMENT IN150.0K sharesnew addition2025-12-312026-02-13history
RPAY REPAY HLDGS CORP4.4M shares11.04%2025-12-312026-02-13history
CCC CCC INTELLIGENT SOLUTIONS HL2.0M sharesnew addition2025-12-312026-02-13history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available