Sunriver Management LLC
CIK: 0001663900SEC EDGAR →
Portfolio Value
$954K
Holdings
23
As of
Q4 2025
New Positions
21
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VERRA MOBILITY CORP | 2,956,976 | $66K | 6.95% |
| 2 | LOCKHEED MARTIN CORP | 129,313 | $63K | 6.56% |
| 3 | SS&C TECHNOLOGIES HLDGS INC | 630,879 | $55K | 5.78% |
| 4 | BOX INC | 1,741,267 | $52K | 5.46% |
| 5 | RENTOKIL INITIAL PLC | 1,697,919 | $50K | 5.24% |
| 6 | CBIZ INC | 989,349 | $50K | 5.23% |
| 7 | ARAMARK | 1,351,397 | $50K | 5.22% |
| 8 | WEX INC | 329,177 | $49K | 5.14% |
| 9 | HURON CONSULTING GROUP INC | 279,089 | $48K | 5.06% |
| 10 | SYSCO CORP | 652,768 | $48K | 5.04% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 9 | $415K | 43.5% |
| Technology | 8 | $323K | 33.9% |
| Consumer Defensive | 2 | $89K | 9.3% |
| Consumer Cyclical | 2 | $68K | 7.2% |
| Healthcare | 1 | $37K | 3.9% |
| Communication Services | 1 | $21K | 2.2% |