Sunriver Management LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$953.9M
Holdings
23
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VRRMVERRA MOBILITY CORP | 2,956,976 | $66.3M | 6.95% | |
| 2 | LMTLOCKHEED MARTIN CORP | 129,313 | $62.5M | 6.56% | |
| 3 | SSNCSS&C TECHNOLOGIES HLDGS INC | 630,879 | $55.2M | 5.78% | |
| 4 | BOXBOX INC | 1,741,267 | $52.1M | 5.46% | |
| 5 | RTORENTOKIL INITIAL PLC | 1,697,919 | $50.0M | 5.24% | |
| 6 | CBZCBIZ INC | 989,349 | $49.9M | 5.23% | |
| 7 | ARMKARAMARK | 1,351,397 | $49.8M | 5.22% | |
| 8 | WEXWEX INC | 329,177 | $49.0M | 5.14% | |
| 9 | HURNHURON CONSULTING GROUP INC | 279,089 | $48.3M | 5.06% | |
| 10 | SYYSYSCO CORP | 652,768 | $48.1M | 5.04% | |
| 11 | NABLN-ABLE INC | 6,134,573 | $45.9M | 4.81% | |
| 12 | OPLNOPENLANE INC | 1,498,562 | $44.6M | 4.68% | |
| 13 | TRUTRANSUNION | 517,921 | $44.4M | 4.66% | |
| 14 | PFGCPERFORMANCE FOOD GROUP CO | 454,315 | $40.9M | 4.28% | |
| 15 | HIIHUNTINGTON INGALLS INDS INC | 115,217 | $39.2M | 4.11% | |
| 16 | FAFIRST ADVANTAGE CORP NEW | 2,661,286 | $38.7M | 4.05% | |
| 17 | IQVIQVIA HLDGS INC | 163,513 | $36.9M | 3.86% | |
| 18 | SWKSTANLEY BLACK & DECKER INC | 433,673 | $32.2M | 3.38% | |
| 19 | ACVAACV AUCTIONS INC | 2,963,578 | $23.8M | 2.49% | |
| 20 | CDWCDW CORP | 168,982 | $23.0M | 2.41% | |
| 21 | LYVLIVE NATION ENTERTAINMENT IN | 150,000 | $21.4M | 2.24% | |
| 22 | RPAYREPAY HLDGS CORP | 4,361,524 | $15.9M | 1.67% | |
| 23 | CCCCCC INTELLIGENT SOLUTIONS HL | 2,000,000 | $15.9M | 1.67% |