Sunriver Management
Sunriver Management reported 21 stocks worth $637M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ARMK (9.4%), WCN (9.0%) and SSNC (7.9%). Compared with Q1 2026, the fund opened new positions in DG, BKNG and LII, added to WCN, SSNC and LYV, trimmed ARMK, FA and WEX and sold out of OPLN, VRRM and CDW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  ARMK Aramark | $60.1M | 9.4% | 1.1M | −342K (−24%) | 5 of 8 | |
| 2 |  WCN Waste Connections Inc | $57.3M | 9.0% | 344K | +21K (+6%) | 2 of 8 | |
| 3 |  SSNC Ss&C Technologies Hldgs Inc | $50.5M | 7.9% | 813K | +15K (+2%) | 7 of 8 | |
| 4 |  DG Dollar Gen Corp New | $38.3M | 6.0% | 333K | New position | 1 of 8 | |
| 5 |  FA First Advantage Corp New | $35M | 5.5% | 1.9M | −1.1M (−36%) | 8 of 8 | |
| 6 |  BKNG Booking Hldgs Inc | $34.7M | 5.4% | 194K | New position | 1 of 8 | |
| 7 |  LII Lennox Intl Inc | $33.8M | 5.3% | 59K | New position | 1 of 8 | |
| 8 |  LYV Live Nation Entmt Inc | $32M | 5.0% | 175K | +4,082 (+2%) | 3 of 8 | |
| 9 |  CNM CORE & MAIN INC | $29.9M | 4.7% | 620K | New position | 1 of 8 | |
| 10 |  WEX Wex Inc | $28.6M | 4.5% | 203K | −1,176 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 OPLN Openlane Inc | $44.3M | 1.5M |
 VRRM Verra Mobility Corp | $42.1M | 2.9M |
 CDW Cdw Corp | $32.5M | 268K |
 CBZ Cbiz Inc | $26M | 969K |
 FIS Fidelity Natl Information SV | $25.7M | 549K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Sunriver Management 13F FAQ
What does Sunriver Management own?
Sunriver Management reported 21 stocks worth $637M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are ARMK (9.4%), WCN (9.0%) and SSNC (7.9%). The table above lists every position in the filing (the top 10 without an account).
What did Sunriver Management buy and sell in Q2 2026?
Compared with Q1 2026: 11 new positions, 6 added to, 4 trimmed and 8 sold out. New positions include DG, BKNG and LII. It sold all of OPLN, VRRM and CDW.
When will Sunriver Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Sunriver Management's portfolio worth?
The Q2 2026 filing reports $637M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.