John Stadnyk
Sunriver Management Llc
Assets Managed
$591.346M
Holdings
18
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-38%(2Q avg: -17.16%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Sunriver Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 18 positions.
Assets under management
The assets under management (AUM) of Sunriver Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 591.346M in assets, with a quarterly growth rate of -38% and a 2-quarter average growth rate of -17.16%. The portfolio is managed by John Stadnyk, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ARMK Aramark
| 9.59% | $56.689M 1.398M shares@ $40.54 avg price | Increased 3.48% |
SSNC Ss&c Technologies Holdings
| 9.12% | $53.911M 797,849 shares@ $67.58 avg price | Increased 26.47% |
WCN Waste Connections Inc
| 8.87% | $52.417M 322,683 shares@ $162.45 avg price | New Position |
KAR Openlane Inc
| 7.49% | $44.255M 1.518M shares@ $29.15 avg price | Increased 1.32% |
VRRM Verra Mobility Corp
| 7.12% | $42.069M 2.944M shares@ $14.3 avg price | Decreased -0.44% |
FA First Advantage Corp
| 6.04% | $35.665M 3.033M shares@ $11.76 avg price | Increased 13.96% |
CDW Cdw Corp De
| 5.5% | $32.476M 268,356 shares@ $121.02 avg price | Increased 58.81% |
WEX Wex Inc
| 5.28% | $31.173M 203,694 shares@ $153.05 avg price | Decreased -38.12% |
HURN Huron Consulting Group Inc
| 5.05% | $29.81M 233,820 shares@ $127.5 avg price | Decreased -16.22% |
PFGC Performance Food Group Co
| 5.01% | $29.571M 345,211 shares@ $85.66 avg price | Decreased -24.01% |
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