Sunriver Management LLC - Q42025 Holdings

Sunriver Management LLC holds 23 stocks with a total portfolio value of $ 953.87M as of Q42025. In Q42025, Sunriver Management LLC added 6 new positions, increased stakes in 10 stocks, reduced 7 holdings, and fully exited 4 positions. The largest holding is Verra Mobility Corp (VRRM), representing 6.95% of the total portfolio.