Sunriver Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SM Sunriver Management LLC | Institutional Filer | ▼ 38.01% | $591.3M | 18 |
Current Portfolio Holdings
Showing all 18 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | ARMK | Aramark | Industrials | 1.4M | $56.7M | 9.59% |
| 2 | SSNC | SS&C Technologies Holdings, Inc. | Technology | 798K | $53.9M | 9.12% |
| 3 | WCN | Waste Connections, Inc. | Industrials | 323K | $52.4M | 8.86% |
| 4 | OPLN | OPENLANE INC | — | 1.5M | $44.3M | 7.48% |
| 5 | VRRM | Verra Mobility Corporation | Technology | 2.9M | $42.1M | 7.11% |
| 6 | FA | First Advantage Corporation | Industrials | 3.0M | $35.7M | 6.03% |
| 7 | CDW | CDW Corporation | Technology | 268K | $32.5M | 5.49% |
| 8 | WEX | WEX Inc. | Technology | 204K | $31.2M | 5.27% |
| 9 | HURN | Huron Consulting Group Inc. | Industrials | 234K | $29.8M | 5.04% |
| 10 | PFGC | Performance Food Group Company | Consumer Defensive | 345K | $29.6M | 5.00% |
| 11 | LYV | Live Nation Entertainment, Inc. | Communication Services | 171K | $26.0M | 4.40% |
| 12 | CBZ | CBIZ, Inc. | Industrials | 969K | $26.0M | 4.40% |
| 13 | FIS | Fidelity National Information Services, Inc. | Technology | 549K | $25.7M | 4.35% |
| 14 | TRU | TransUnion | Industrials | 332K | $23.0M | 3.88% |
| 15 | CAE | CAE Inc. | Industrials | 844K | $22.0M | 3.72% |
Showing 1 to 15 of 18 holdings