Skip to main content
Midas Edge

13-F holdings, Q2 2026

Sunriver Management LLC

A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.

Reported value
$636.8M
Positions
21
Filed
Data as of

These holdings are as of , 132 days ago.

13-Fs for Q3 2026 are due by .

Read filingRead the filing on SEC.gov

See this manager's Holder IQ and how the book overlaps yours

Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.

Start freeAlready have an account? Sign in

Top holdings

  1. ARMK$60.1M
    1,056,474 shares9.4% of the book
  2. WCN$57.3M
    343,513 shares9% of the book
  3. SSNC$50.5M
    813,251 shares7.9% of the book
  4. DG$38.3M
    333,053 shares6% of the book
  5. FA$35M
    1,940,912 shares5.5% of the book
  6. BKNG$34.7M
    194,470 shares5.4% of the book
  7. LII$33.8M
    59,007 shares5.3% of the book
  8. LYV$32M
    174,743 shares5% of the book
  9. CNM$29.9M
    620,017 shares4.7% of the book
  10. WEX$28.6M
    202,518 shares4.5% of the book

What changed this quarter

11 new positions and 8 sold out, against Q1 2026. A buy or sell is the change in shares at the Q2 2026 price, with Q1 2026 shares adjusted for stock splits.

Largest buys

  • DG

    DOLLAR GEN CORP

    +$38.3M

    New

  • BKNG

    BOOKING HOLDINGS INC

    +$34.7M

    New

  • LII

    LENNOX INTL INC

    +$33.8M

    New

  • CNM

    CORE & MAIN INC

    +$29.9M

    New

  • GPC

    GENUINE PARTS CO

    +$28.5M

    New

Largest sells

  • OPLN

    OPENLANE INC

    −$44.3M

    Sold out, was 7.5% of the book

  • VRRM

    VERRA MOBILITY CORP

    −$42.1M

    Sold out, was 7.1% of the book

  • CDW

    CDW CORP

    −$32.5M

    Sold out, was 5.5% of the book

  • CBZ

    CBIZ INC

    −$26M

    Sold out, was 4.4% of the book

  • FIS

    FIDELITY NATL INFORMATION SV

    −$25.7M

    Sold out, was 4.4% of the book

What was sold out, by size

  • 8 real positions, 0.25% of the book or more

All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.