Sunriver Management LLC Portfolio Holdings

Sunriver Management LLC

  • $917 Million
  • Q3 2025

Sunriver Management LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $917 Million distributed in 21 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Integral Ad Science Holding Corp. with a value of $72.4M, Huron Consulting Group Inc. with a value of $66.3M, Verra Mobility Corp with a value of $56.4M, Rentokil Initial PLC with a value of $50.1M, and Box Inc with a value of $49M.

Examining the 13F form we can see an increase of $6.31M in the current position value, from $911M to 917M.

Sunriver Management LLC is based out at Greenwich, CT

Below you can find more details about Sunriver Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $917 Million
Industrials: $359 Million
Technology: $271 Million
Consumer Defensive: $128 Million
Communication Services: $72.4 Million
Healthcare: $43.5 Million
Consumer Cyclical: $42.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.6B
$72.4 Million 7.89% of portfolio
7,120,157
Q3 2025 Reduced 19.3%
$3.44B
$66.3 Million 7.23% of portfolio
451,985
Q3 2025 Added 19.51%
$3.55B
$56.4 Million 6.15% of portfolio
2,284,774
Q3 2025 Added 10.65%
$13.3B
$50.1 Million 5.46% of portfolio
1,985,245
Q3 2025 Reduced 3.49%
$4.56B
$49 Million 5.34% of portfolio
1,517,828
Q3 2025 Added 31.02%
$5.97B
$48.5 Million 5.29% of portfolio
308,081
Q3 2025 Reduced 9.64%
$1.35B
$48.5 Million 5.28% of portfolio
6,211,878
Q3 2025 Reduced 2.92%
$37.9B
$45.8 Million 4.99% of portfolio
556,343
Q3 2025 New
$15.3B
$45.5 Million 4.96% of portfolio
463,141
Q3 2025 Reduced 29.33%
$21.3B
$45 Million 4.91% of portfolio
507,017
Q3 2025 Added 4.68%
$12.5B
$44.7 Million 4.88% of portfolio
155,407
Q3 2025 Added 19.0%
$41B
$43.5 Million 4.74% of portfolio
229,104
Q3 2025 New
$2.97B
$42.9 Million 4.68% of portfolio
1,491,108
Q3 2025 Reduced 34.22%
$9.71B
$42.2 Million 4.6% of portfolio
567,473
Q3 2025 Added 299.73%
$1.55B
$41.7 Million 4.54% of portfolio
3,893,883
Q3 2025 Reduced 13.84%
$23.5B
$36.7 Million 4.0% of portfolio
389,168
Q3 2025 Reduced 0.68%
$2.63B
$31.6 Million 3.45% of portfolio
596,762
Q3 2025 New
$9.8B
$31.4 Million 3.42% of portfolio
817,261
Q3 2025 Reduced 34.02%
$326M
$20.5 Million 2.24% of portfolio
3,928,000
Q3 2025 Added 5.63%
$1.71B
$18.2 Million 1.99% of portfolio
1,523,175
Q3 2025 Reduced 9.87%

Summary

  • Portfolio
  • No. of Stocks 21
  • Current Value $917 Million
  • Prior Value $911 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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