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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 | |||||
|---|---|---|---|---|---|
| ARAMARK | COM | $56.7M | 9.6% | 1,398,349 SH | New |
| BOBS DISC FURNITURE INC | COM SHS | $17.8M | 3.0% | 1,517,451 SH | New |
| CAE INC | COM | $22.0M | 3.7% | 844,393 SH | New |
| CBIZ INC | COM | $26.0M | 4.4% | 968,631 SH | New |
| CDW CORP | COM | $32.5M | 5.5% | 268,356 SH | New |
| FIDELITY NATL INFORMATION SV | COM | $25.7M | 4.4%Prev: 6.0% | 548,860 SH | Decreased-104,539 SH |
| FIRST ADVANTAGE CORP NEW | COM | $35.7M | 6.0%Prev: 5.9% | 3,032,711 SH | Decreased-387,796 SH |
| HURON CONSULTING GROUP INC | COM | $29.8M | 5.0%Prev: 6.1% | 233,820 SH | Decreased-108,088 SH |
| LIVE NATION ENTERTAINMENT IN | COM | $26.0M | 4.4% | 170,661 SH | New |
| LOCKHEED MARTIN CORP | COM | $21.9M | 3.7% | 36,270 SH | New |
| OPENLANE INC | COM | $44.3M | 7.5%Prev: 5.4% | 1,518,196 SH | Increased-745,253 SH |
| PERFORMANCE FOOD GROUP CO | COM | $29.6M | 5.0%Prev: 7.1% | 345,211 SH | Decreased-382,505 SH |
| SS&C TECH HLDGS | COM | $53.9M | 9.1% | 797,849 SH | New |
| STANLEY BLACK & DECKER INC | COM | $20.8M | 3.5%Prev: 3.7% | 293,036 SH | Decreased-92,069 SH |
| TRANSUNION | COM | $23.0M | 3.9% | 331,809 SH | New |
| VERRA MOBILITY CORP | CL A COM STK | $42.1M | 7.1%Prev: 5.3% | 2,943,917 SH | Decreased+1,023,522 SH |
| WASTE CONNECTIONS INC | COM | $52.4M | 8.9% | 322,683 SH | New |
| WEX INC | COM | $31.2M | 5.3%Prev: 6.1% | 203,694 SH | Decreased-110,375 SH |
| 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 |