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CIK 0001663900 • 6 13F filings • May 14, 2025 – Aug 13, 2026
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=jivedata("sunriver-management-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMPLITUDE INC | COM CL A | $41.4M | 4.4% | 3,339,327 SH | New |
| ARAMARK | COM | $51.9M | 5.6%Prev: 9.6% | 1,238,712 SH | Decreased-159,637 SH |
| BOX INC | CL A | $39.6M | 4.2% | 1,158,499 SH | New |
| DOLLAR TREE INC | COM | $38.8M | 4.2% | 391,852 SH | New |
| DOUBLEVERIFY HLDGS INC | COM | $25.3M | 2.7% | 1,689,893 SH | New |
| FIDELITY NATL INFORMATION SV | COM | $45.0M | 4.8%Prev: 4.4% | 552,375 SH | Increased+3,515 SH |
| FIRST ADVANTAGE CORP NEW | COM | $26.7M | 2.9%Prev: 6.0% | 1,608,701 SH | Decreased-1,424,010 SH |
| FISERV INC | COM | $47.2M | 5.1% | 273,954 SH | New |
| HUNTINGTON INGALLS INDS INC | COM | $31.5M | 3.4% | 130,590 SH | New |
| HURON CONSULTING GROUP INC | COM | $52.0M | 5.6%Prev: 5.0% | 378,211 SH | Increased+144,391 SH |
| INTEGRAL AD SCIENCE HLDNG CO | COM | $73.3M | 7.9% | 8,822,914 SH | New |
| JAMF HLDG CORP | COM | $43.0M | 4.6% | 4,519,582 SH | New |
| N-ABLE INC | COMMON STOCK | $51.8M | 5.6% | 6,398,641 SH | New |
| OPENLANE INC | COM | $55.4M | 5.9%Prev: 7.5% | 2,266,701 SH | Increased+748,505 SH |
| PAYSAFE LIMITED | SHS | $8.7M | 0.9% | 688,442 SH | New |
| PERFORMANCE FOOD GROUP CO | COM | $57.3M | 6.1%Prev: 5.0% | 655,400 SH | Increased+310,189 SH |
| RENTOKIL INITIAL PLC | SPONSORED ADR | $49.4M | 5.3% | 2,057,126 SH | New |
| REPAY HLDGS CORP | COM CL A | $17.9M | 1.9% | 3,718,652 SH | New |
| SS&C TECHNOLOGIES HLDGS INC | COM | $40.1M | 4.3% | 484,343 SH | New |
| STANLEY BLACK & DECKER INC | COM | $9.6M | 1.0%Prev: 3.5% | 141,964 SH | Decreased-151,072 SH |
| VERRA MOBILITY CORP | CL A COM STK | $52.4M | 5.6%Prev: 7.1% | 2,064,798 SH | Increased-879,119 SH |
| WEX INC | COM | $50.1M | 5.4%Prev: 5.3% | 340,956 SH | Increased+137,262 SH |
| WILLIS TOWERS WATSON PLC LTD | SHS | $24.0M | 2.6% | 78,461 SH | New |
| 13F-HR |
| 0001892688-26-000115 |
| $636.8M |
| View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001892688-25-000146 | $932.6M | View |
| May 14, 2026 | Q1 2026 | 13F-HR | 0001892688-26-000072 | $591.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001892688-25-000113 | $810.3M | View |