Sunriver Management LLC
13F filer · CIK 1663900 · Greenwich, CT
Summary
Sunriver Management LLC reported $636.84M across 21 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are ARMK (9.4%), WCN (9.0%), SSNC (7.9%). Versus 2026 Q1, leaving options aside, it opened 11 new positions, added to 6, trimmed 4 and sold out of 8.
Reported value$636.84M
Positions21
Report period2026 Q2
FiledAug 13, 2026
New positions11
Added6
Trimmed4
Sold out8
Top 21 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 9.4%Value $60.11MPrice $54.45Shares 1.06M -24.45%Since Jun 30 -4.31%
Weight 9.0%Value $57.26MPrice $156.16Shares 344K +6.46%Since Jun 30 -6.32%
Weight 7.9%Value $50.46MPrice $78.00Shares 813K +1.93%Since Jun 30 +25.71%
Weight 6.0%Value $38.34MPrice $124.37Shares 333KSince Jun 30 +8.04%
Weight 5.5%Value $35.03MPrice $18.61Shares 1.94M -36.00%Since Jun 30 +3.10%
Weight 5.4%Value $34.66MPrice $162.34Shares 194KSince Jun 30 -8.92%
Weight 5.3%Value $33.81MPrice $368.41Shares 59KSince Jun 30 -35.70%
Weight 5.0%Value $32.00MPrice $171.89Shares 175K +2.39%Since Jun 30 -6.13%
Weight 4.7%Value $29.92MPrice $42.39Shares 620KSince Jun 30 -12.15%
Weight 4.5%Value $28.57MPrice $177.06Shares 203K -0.58%Since Jun 30 +25.49%
Weight 4.5%Value $28.55MPrice $128.13Shares 242KSince Jun 30 +8.60%
Weight 4.0%Value $25.57MPrice $13.84Shares 1.62M +6.53%Since Jun 30 -12.52%
Weight 3.9%Value $24.64MPrice $91.97Shares 220K -36.14%Since Jun 30 -17.73%
Weight 3.9%Value $24.54MPrice $24.25Shares 979K +15.96%Since Jun 30 -3.23%
Weight 3.8%Value $24.05MPrice $114.86Shares 199KSince Jun 30 -5.10%
Weight 3.4%Value $21.36MPrice $46.91Shares 517KSince Jun 30 +13.56%
Weight 3.3%Value $21.25MPrice $157.62Shares 236K +0.79%Since Jun 30 +74.82%
Weight 3.3%Value $20.81MPrice $91.47Shares 175KSince Jun 30 -22.99%
Weight 2.8%Value $17.55MPrice $25.74Shares 855KSince Jun 30 +25.38%
Weight 2.7%Value $17.44MPrice $56.93Shares 197KSince Jun 30 -35.74%
Weight 1.7%Value $10.91MPrice $71.31Shares 164KSince Jun 30 +7.10%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 9.4% | $60.11M | -4.31% | -24.45% | Trim | |
| 9.0% | $57.26M | -6.32% | +6.46% | Add | |
| 7.9% | $50.46M | +25.71% | +1.93% | Add | |
| 6.0% | $38.34M | +8.04% | — | New | |
| 5.5% | $35.03M | +3.10% | -36.00% | Trim | |
| 5.4% | $34.66M | -8.92% | — | New | |
| 5.3% | $33.81M | -35.70% | — | New | |
| 5.0% | $32.00M | -6.13% | +2.39% | Add | |
| 4.7% | $29.92M | -12.15% | — | New | |
| 4.5% | $28.57M | +25.49% | -0.58% | Trim | |
| 4.5% | $28.55M | +8.60% | — | New | |
| 4.0% | $25.57M | -12.52% | +6.53% | Add | |
| 3.9% | $24.64M | -17.73% | -36.14% | Trim | |
| 3.9% | $24.54M | -3.23% | +15.96% | Add | |
| 3.8% | $24.05M | -5.10% | — | New | |
| 3.4% | $21.36M | +13.56% | — | New | |
| 3.3% | $21.25M | +74.82% | +0.79% | Add | |
| 3.3% | $20.81M | -22.99% | — | New | |
| 2.8% | $17.55M | +25.38% | — | New | |
| 2.7% | $17.44M | -35.74% | — | New | |
| 1.7% | $10.91M | +7.10% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.