Filed: 5/14/2026ACC: 0001892688-26-000072
📋 What this filing means
SUNRIVER MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 18 equity positions with a total reported market value of $591.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
18
Positions
$591.35M
Total AUM (reported)
15.78M
Total Shares
Allocation by class
COM$531.45M89.9%
CL A COM STK$42.07M7.1%
COM SHS$17.83M3.0%
Portfolio Concentration
Top 3$163.02M27.6%
4–10$245.02M41.4%
11–25$183.31M31.0%
Top 3 weight
27.6%
Top 10 weight
69.0%
Voting Authority Distribution
Total shares with voting rights: 15.78M
Sole
Full voting authority
15.78M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole18
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings18
Rows:
ARAMARK
SOLEShares1.40M
TypeSH
Market value$56.69M
9.59%
Sole
1.40M
Shared
0.00
None
0.00
SS&C TECH HLDGS
SOLEShares797.85K
TypeSH
Market value$53.91M
9.12%
Sole
797.85K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC
SOLEShares322.68K
TypeSH
Market value$52.42M
8.86%
Sole
322.68K
Shared
0.00
None
0.00
OPENLANE INC
SOLEShares1.52M
TypeSH
Market value$44.26M
7.48%
Sole
1.52M
Shared
0.00
None
0.00
VERRA MOBILITY CORP
SOLEShares2.94M
TypeSH
Market value$42.07M
7.11%
Sole
2.94M
Shared
0.00
None
0.00
FIRST ADVANTAGE CORP NEW
SOLEShares3.03M
TypeSH
Market value$35.66M
6.03%
Sole
3.03M
Shared
0.00
None
0.00
CDW CORP
SOLEShares268.36K
TypeSH
Market value$32.48M
5.49%
Sole
268.36K
Shared
0.00
None
0.00
WEX INC
SOLEShares203.69K
TypeSH
Market value$31.17M
5.27%
Sole
203.69K
Shared
0.00
None
0.00
HURON CONSULTING GROUP INC
SOLEShares233.82K
TypeSH
Market value$29.81M
5.04%
Sole
233.82K
Shared
0.00
None
0.00
PERFORMANCE FOOD GROUP CO
SOLEShares345.21K
TypeSH
Market value$29.57M
5.00%
Sole
345.21K
Shared
0.00
None
0.00
LIVE NATION ENTERTAINMENT IN
SOLEShares170.66K
TypeSH
Market value$26.03M
4.40%
Sole
170.66K
Shared
0.00
None
0.00
CBIZ INC
SOLEShares968.63K
TypeSH
Market value$26.01M
4.40%
Sole
968.63K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares548.86K
TypeSH
Market value$25.75M
4.35%
Sole
548.86K
Shared
0.00
None
0.00
TRANSUNION
SOLEShares331.81K
TypeSH
Market value$22.96M
3.88%
Sole
331.81K
Shared
0.00
None
0.00
CAE INC
SOLEShares844.39K
TypeSH
Market value$22.00M
3.72%
Sole
844.39K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares36.27K
TypeSH
Market value$21.92M
3.71%
Sole
36.27K
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares293.04K
TypeSH
Market value$20.82M
3.52%
Sole
293.04K
Shared
0.00
None
0.00
BOBS DISC FURNITURE INC
SOLEShares1.52M
TypeSH
Market value$17.83M
3.02%
Sole
1.52M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ARAMARKSOLE | COM | 1.40M | SH | $56.69M 9.59% | 1.40M | 0.00 | 0.00 |
SS&C TECH HLDGSSOLE | COM | 797.85K | SH | $53.91M 9.12% | 797.85K | 0.00 | 0.00 |
WASTE CONNECTIONS INCSOLE | COM | 322.68K | SH | $52.42M 8.86% | 322.68K | 0.00 | 0.00 |
OPENLANE INCSOLE | COM | 1.52M | SH | $44.26M 7.48% | 1.52M | 0.00 | 0.00 |
VERRA MOBILITY CORPSOLE | CL A COM STK | 2.94M | SH | $42.07M 7.11% | 2.94M | 0.00 | 0.00 |
FIRST ADVANTAGE CORP NEWSOLE | COM | 3.03M | SH | $35.66M 6.03% | 3.03M | 0.00 | 0.00 |
CDW CORPSOLE | COM | 268.36K | SH | $32.48M 5.49% | 268.36K | 0.00 | 0.00 |
WEX INCSOLE | COM | 203.69K | SH | $31.17M 5.27% | 203.69K | 0.00 | 0.00 |
HURON CONSULTING GROUP INCSOLE | COM | 233.82K | SH | $29.81M 5.04% | 233.82K | 0.00 | 0.00 |
PERFORMANCE FOOD GROUP COSOLE | COM | 345.21K | SH | $29.57M 5.00% | 345.21K | 0.00 | 0.00 |
LIVE NATION ENTERTAINMENT INSOLE | COM | 170.66K | SH | $26.03M 4.40% | 170.66K | 0.00 | 0.00 |
CBIZ INCSOLE | COM | 968.63K | SH | $26.01M 4.40% | 968.63K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 548.86K | SH | $25.75M 4.35% | 548.86K | 0.00 | 0.00 |
TRANSUNIONSOLE | COM | 331.81K | SH | $22.96M 3.88% | 331.81K | 0.00 | 0.00 |
CAE INCSOLE | COM | 844.39K | SH | $22.00M 3.72% | 844.39K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 36.27K | SH | $21.92M 3.71% | 36.27K | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 293.04K | SH | $20.82M 3.52% | 293.04K | 0.00 | 0.00 |
BOBS DISC FURNITURE INCSOLE | COM SHS | 1.52M | SH | $17.83M 3.02% | 1.52M | 0.00 | 0.00 |