Sunriver Management LLC - Portfolio Stock Holdings

Sunriver Management LLC disclosed 29 stock positions in a recent SEC 13F filing. $636,837,476 of stock holdings were filed, with the largest holdings including ARMK, WCN, and SSNC. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $1,199,486,909 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.