Sunriver Management LLC Top Holdings and 13F Report (2025) About Sunriver Management LLCInvestment ActivitySunriver Management LLC has $835.72 million in total holdings as of December 31, 2024.Sunriver Management LLC owns shares of 19 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 15.03% of the portfolio was purchased this quarter.About 14.09% of the portfolio was sold this quarter.This quarter, Sunriver Management LLC has purchased 17 new stocks and bought additional shares in 5 stocks.Sunriver Management LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.Largest Holdings Performance Food Group $77,083,559Integral Ad Science $76,118,395Dun & Bradstreet $65,498,258Huron Consulting Group $60,464,543Willis Towers Watson Public $55,013,401 Largest New Holdings this Quarter ICON Public $38,976,491 HoldingVerra Mobility $33,503,445 HoldingStanley Black & Decker $28,464,973 Holding Largest Purchases this Quarter ICON Public 185,859 shares (about $38.98M)Verra Mobility 1,385,585 shares (about $33.50M)Stanley Black & Decker 354,527 shares (about $28.46M)Amplitude 737,600 shares (about $7.78M)First Advantage 315,598 shares (about $5.91M) Largest Sales this Quarter BOX 622,526 shares (about $19.67M)WEX 85,954 shares (about $15.07M)Fiserv 68,753 shares (about $14.12M)OPENLANE 676,710 shares (about $13.43M)Fidelity National Information Services 98,376 shares (about $7.95M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSunriver Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPFGCPerformance Food Group$77,083,559$1,707,318 ▼-2.2%911,6929.2%Retail/WholesaleIASIntegral Ad Science$76,118,395$3,658,510 ▼-4.6%7,291,0349.1%Business ServicesDNBDun & Bradstreet$65,498,258$4,024,393 ▼-5.8%5,256,6827.8%Business ServicesHURNHuron Consulting Group$60,464,543$5,836,244 ▲10.7%486,5977.2%Business ServicesWTWWillis Towers Watson Public$55,013,401$383,093 ▲0.7%175,6276.6%FinanceKAROPENLANE$52,874,671$13,425,926 ▼-20.3%2,665,0546.3%Auto/Tires/TrucksRPAYRepay$46,110,898$4,780,409 ▲11.6%6,043,3685.5%Business ServicesFAFirst Advantage$42,933,562$5,911,151 ▲16.0%2,292,2355.1%Business ServicesSSNCSS&C Technologies$40,636,040$6,723,050 ▼-14.2%536,2374.9%Computer and TechnologyAMPLAmplitude$39,803,124$7,781,680 ▲24.3%3,772,8084.8%Business ServicesICLRICON Public$38,976,491$38,976,491 ▲New Holding185,8594.7%MedicalVRRMVerra Mobility$33,503,445$33,503,445 ▲New Holding1,385,5854.0%Industrial ProductsNABLN-able$33,271,901$2,276,326 ▼-6.4%3,562,3024.0%Business ServicesCARGCarGurus$32,182,715$4,906,043 ▼-13.2%880,7533.9%Auto/Tires/TrucksWEXWEX$31,308,470$15,069,455 ▼-32.5%178,5793.7%Business ServicesBOXBOX$30,002,683$19,671,821 ▼-39.6%949,4523.6%Computer and TechnologySWKStanley Black & Decker$28,464,973$28,464,973 ▲New Holding354,5273.4%Industrial ProductsFIFiserv$26,641,125$14,123,241 ▼-34.6%129,6913.2%Business ServicesFISFidelity National Information Services$24,828,779$7,945,830 ▼-24.2%307,4013.0%Business ServicesSVVSavers Value Village$0$24,235,429 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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