13F HOLDINGS REPORT
Sunriver Management LLC
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001892688-25-000189
Total Value
$920.0M
Positions
21
Other Managers
0
Confidential Omitted
No
Holdings (21)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 7,120,157 | $72.4M | 7.87% |
| 2 | HURON CONSULTING GROUP INC | HURN | 451,985 | $66.3M | 7.21% |
| 3 | VERRA MOBILITY CORP | VRRM | 2,284,774 | $56.4M | 6.13% |
| 4 | RENTOKIL INITIAL PLC | RKLIF | 1,985,245 | $50.1M | 5.45% |
| 5 | BOX INC | BXCAP | 1,517,828 | $49.0M | 5.32% |
| 6 | WEX INC | WEX | 308,081 | $48.5M | 5.28% |
| 7 | N-ABLE INC | NABL | 6,211,878 | $48.5M | 5.27% |
| 8 | PERFORMANCE FOOD GROUP CO | PFGC | 463,141 | $48.2M | 5.24% |
| 9 | SYSCO CORP | SYY | 556,343 | $45.8M | 4.98% |
| 10 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 507,017 | $45.0M | 4.89% |
| 11 | HUNTINGTON INGALLS INDS INC | 446413106 | 155,407 | $44.7M | 4.86% |
| 12 | IQVIA HLDGS INC | IQV | 229,104 | $43.5M | 4.73% |
| 13 | OPENLANE INC | OPLN | 1,491,108 | $42.9M | 4.66% |
| 14 | STANLEY BLACK & DECKER INC | SWK | 567,473 | $42.2M | 4.58% |
| 15 | JAMF HLDG CORP | 47074L105 | 3,893,883 | $41.7M | 4.53% |
| 16 | DOLLAR TREE INC | DLTR | 389,168 | $36.7M | 3.99% |
| 17 | FIRST ADVANTAGE CORP NEW | FA | 2,350,614 | $36.2M | 3.93% |
| 18 | CBIZ INC | CBZ | 596,762 | $31.6M | 3.44% |
| 19 | ARAMARK | ARMK | 817,261 | $31.4M | 3.41% |
| 20 | REPAY HLDGS CORP | RPAY | 3,928,000 | $20.5M | 2.23% |
| 21 | DOUBLEVERIFY HLDGS INC | DV | 1,523,175 | $18.2M | 1.98% |