Sunriver Management LLC
•CIK: 1663900•Filing: Q4 2025
**Sunriver Management LLC** manages $954M across a portfolio of 23 positions. The fund exhibits significant concentration in technology and industrial sectors, highlighted by top holdings including VRRM at $66.3M and LMT at $62.5M. Further notable allocations include SSNC ($55.2M), BOX ($52.1M), and RTO ($50.0M). This positioning suggests a tactical, large-cap focus across diverse, established market segments.
Total AUM
$953.9M
QoQ Performance
+3.7%
Positions
23
Top 10 Concentration
55.7%
Latest Filing
Q4 2025
Top Holdings Allocation
VRRM
LMT
SSNC
BOX
RTO
CBZ
ARMK
WEX
VRRM6.9%
LMT6.6%
SSNC5.8%
BOX5.5%
RTO5.2%
CBZ5.2%
ARMK5.2%
WEX5.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.4%
Industrial6.6%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW6 new positions
↑10 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023