Sunriver Management LLC
Annual return '25
+41.8%
SPY '25
+17.7%
Alpha
+24.1ptsvs SPY
Invested
$591.3M
Holdings
18
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 88%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$ARMK
ARAMARK
Held since at least Q1 2024
9.6%
02
$SSNC
SS&C TECH HLDGS
Held since at least Q1 2024
9.1%
03
$WCN
WASTE CONNECTIONS INC
Held since at least Q1 2024
8.9%
04
$OPLN
OPENLANE INC
Held since at least Q1 2024
7.5%
05
$VRRM
VERRA MOBILITY CORP
Held since at least Q1 2024
7.1%
06
$FA
FIRST ADVANTAGE CORP NEW
Held since at least Q1 2024
6.0%
07
$CDW
CDW CORP
Held since at least Q1 2024
5.5%
08
$WEX
WEX INC
Held since at least Q1 2024
5.3%
09
$HURN
HURON CONSULTING GROUP INC
Held since at least Q1 2024
5.0%
10
$PFGC
PERFORMANCE FOOD GROUP CO
Held since at least Q1 2024
5.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.