The Analysis of Sunriver Management LLC's Holdings
Currently, Sunriver Management LLC holds 21 types of securities in its portfolio with a total value $920.0M. In the most recent quarter, they have increased their positions in SYY (+556.3K shares, valued at $45.8M), IQV (+229.1K shares, valued at $43.5M), SWK (+425.5K shares, valued at $31.6M); decreased their positions in KAR (-775.6K shares, valued at $22.3M), PFGC (-192.3K shares, valued at $20.0M), IAS (-1.7M shares, valued at $17.3M); initiated new positions in SYY (+556.3K shares, valued at $45.8M), IQV (+229.1K shares, valued at $43.5M), CBZ (+596.8K shares, valued at $31.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IAS INTEGRAL AD SCIENCE HLDNG CO7.1M shares-19.30%2025-09-302025-11-13
HURN HURON CONSULTING GROUP INC452.0K shares19.51%2025-09-302025-11-13 VRRM VERRA MOBILITY CORP2.3M shares10.65%2025-09-302025-11-13 RTO RENTOKIL INITIAL PLC2.0M shares-3.49%2025-09-302025-11-13 BOX BOX INC1.5M shares31.02%2025-09-302025-11-13 WEX WEX INC308.1K shares-9.64%2025-09-302025-11-13 NABL N-ABLE INC6.2M shares-2.92%2025-09-302025-11-13 PFGC PERFORMANCE FOOD GROUP CO463.1K shares-29.33%2025-09-302025-11-13 SYY SYSCO CORP556.3K sharesnew addition2025-09-302025-11-13 SSNC SS&C TECHNOLOGIES HLDGS INC507.0K shares4.68%2025-09-302025-11-13 HII HUNTINGTON INGALLS INDS INC155.4K shares19.00%2025-09-302025-11-13 IQV IQVIA HLDGS INC229.1K sharesnew addition2025-09-302025-11-13 KAR OPENLANE INC1.5M shares-34.22%2025-09-302025-11-13 SWK STANLEY BLACK & DECKER INC567.5K shares299.73%2025-09-302025-11-13 JAMF JAMF HLDG CORP3.9M shares-13.84%2025-09-302025-11-13 DLTR DOLLAR TREE INC389.2K shares-0.68%2025-09-302025-11-13 FA FIRST ADVANTAGE CORP NEW2.4M shares46.12%2025-09-302025-11-13 CBZ CBIZ INC596.8K sharesnew addition2025-09-302025-11-13 ARMK ARAMARK817.3K shares-34.02%2025-09-302025-11-13 RPAY REPAY HLDGS CORP3.9M shares5.63%2025-09-302025-11-13 DV DOUBLEVERIFY HLDGS INC1.5M shares-9.87%2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available