Sunriver Management LLC holds a focused book of 21 stocks worth $636.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Dollar General Corp and trimmed Aramark. Their largest long position is Aramark at 9% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Sunriver Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 29 / 21 | $46.3B |
| VANGUARD CAPITAL MANAGEMENT LLC | 29 / 21 | $33.1B |
| GEODE CAPITAL MANAGEMENT, LLC | 29 / 21 | $13.1B |
| MORGAN STANLEY | 29 / 21 | $11.4B |
| FMR LLC | 29 / 21 | $10.7B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 29 / 21 | $8.3B |
| BANK OF AMERICA CORP /DE/ | 29 / 21 | $5.6B |
| GOLDMAN SACHS GROUP INC | 29 / 21 | $5.5B |
Ranked by how many of Sunriver Management LLC's top 21 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Aramark COM | $60.1M | 1.06M | 9.4% | ▼−24% Reduced · −342K sh | |
| 2 | Waste Connections Inc COM | $57.3M | 343.5K | 9.0% | ▲+6.5% Added · +21K sh | |
| 3 | SS&C Tech Hldgs COM | $50.5M | 813.3K | 7.9% | ▲+1.9% Added · +15K sh | |
| 4 | Dollar Gen Corp COM | $38.3M | 333.1K | 6.0% | ▲New New position | |
| 5 | First Advantage Corp New COM | $35.0M | 1.94M | 5.5% | ▼−36% Reduced · −1.1M sh | |
| 6 | Booking Holdings Inc COM | $34.7M | 194.5K | 5.4% | ▲New New position | |
| 7 | Lennox Intl Inc COM | $33.8M | 59.0K | 5.3% | ▲New New position | |
| 8 | Live Nation Entertainment In COM | $32.0M | 174.7K | 5.0% | ▲+2.4% Added · +4K sh | |
| 9 | Core & Main Inc CL A | $29.9M | 620.0K | 4.7% | ▲New New position | |
| 10 | Wex Inc COM | $28.6M | 202.5K | 4.5% | ▼−0.6% Reduced · −1K sh | |
| 11 | Genuine Parts Co COM | $28.5M | 242.0K | 4.5% | ▲New New position | |
| 12 | Bobs Disc Furniture Inc COM SHS | $25.6M | 1.62M | 4.0% | ▲+6.5% Added · +99K sh | |
| 13 | Performance Food Group Co COM | $24.6M | 220.5K | 3.9% | ▼−36% Reduced · −125K sh | |
| 14 | Cae Inc COM | $24.5M | 979.2K | 3.9% | ▲+16% Added · +135K sh | |
| 15 | McGrath Rentcorp COM | $24.0M | 198.7K | 3.8% | ▲New New position | |
| 16 | Insperity Inc COM | $21.4M | 517.0K | 3.4% | ▲New New position | |
| 17 | Huron Consulting Group Inc COM | $21.2M | 235.7K | 3.3% | ▲+0.8% Added · +2K sh | |
| 18 | Construction Partners Inc COM CL A | $20.8M | 175.2K | 3.3% | ▲New New position | |
| 19 | Waystar Hldg Corp COM | $17.6M | 855.0K | 2.8% | ▲New New position | |
| 20 | Solstice Advanced Matls Inc COM SHS | $17.4M | 196.9K | 2.7% | ▲New New position | |
| 21 | Korn Ferry COM NEW | $10.9M | 163.8K | 1.7% | ▲New New position |
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1663900/holdings"
Use Arkolith to show Sunriver Management LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.