Sunriver Management LLC Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$920.0B
Holdings
21
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IASINTEGRAL AD SCIENCE HLDNG CO | 7,120,157 | $72.4B | 7.87% | |
| 2 | HURNHURON CONSULTING GROUP INC | 451,985 | $66.3B | 7.21% | |
| 3 | VRRMVERRA MOBILITY CORP | 2,284,774 | $56.4B | 6.13% | |
| 4 | RTORENTOKIL INITIAL PLC | 1,985,245 | $50.1B | 5.45% | |
| 5 | BOXBOX INC | 1,517,828 | $49.0B | 5.32% | |
| 6 | WEXWEX INC | 308,081 | $48.5B | 5.28% | |
| 7 | NABLN-ABLE INC | 6,211,878 | $48.5B | 5.27% | |
| 8 | PFGCPERFORMANCE FOOD GROUP CO | 463,141 | $48.2B | 5.24% | |
| 9 | SYYSYSCO CORP | 556,343 | $45.8B | 4.98% | |
| 10 | SSNCSS&C TECHNOLOGIES HLDGS INC | 507,017 | $45.0B | 4.89% | |
| 11 | HIIHUNTINGTON INGALLS INDS INC | 155,407 | $44.7B | 4.86% | |
| 12 | IQVIQVIA HLDGS INC | 229,104 | $43.5B | 4.73% | |
| 13 | OPLNOPENLANE INC | 1,491,108 | $42.9B | 4.66% | |
| 14 | SWKSTANLEY BLACK & DECKER INC | 567,473 | $42.2B | 4.58% | |
| 15 | JAMFJAMF HLDG CORP | 3,893,883 | $41.7B | 4.53% | |
| 16 | DLTRDOLLAR TREE INC | 389,168 | $36.7B | 3.99% | |
| 17 | FAFIRST ADVANTAGE CORP NEW | 2,350,614 | $36.2B | 3.93% | |
| 18 | CBZCBIZ INC | 596,762 | $31.6B | 3.44% | |
| 19 | ARMKARAMARK | 817,261 | $31.4B | 3.41% | |
| 20 | RPAYREPAY HLDGS CORP | 3,928,000 | $20.5B | 2.23% | |
| 21 | DVDOUBLEVERIFY HLDGS INC | 1,523,175 | $18.2B | 1.98% |