Sunriver Management LLC
GREENWICH CT · SEC CIK 0001663900
$6.37亿2026Q2 申报市值
21持仓数
62.8%前十大占比 · 第一大 9.4%
11 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
DG 新建仓+$3,833.77万
BKNG 新建仓+$3,466.23万
LII 新建仓+$3,380.81万
CNM 新建仓+$2,991.58万
GPC 新建仓+$2,854.88万
2026Q2 卖出最多 按季末市值估算
OPLN 清仓-$4,425.54万
VRRM 清仓-$4,206.86万
CDW 清仓-$3,247.64万
CBZ 清仓-$2,600.77万
FIS 清仓-$2,574.70万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| OPLN | OPENLANE INC | $0 | 0.00% | 0 | -1,518,196 | -100.0% | -$4,425.54万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -2,943,917 | -100.0% | -$4,206.86万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -268,356 | -100.0% | -$3,247.64万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -968,631 | -100.0% | -$2,600.77万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -548,860 | -100.0% | -$2,574.70万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | -331,809 | -100.0% | -$2,295.79万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -36,270 | -100.0% | -$2,192.12万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -293,036 | -100.0% | -$2,082.31万 | 清仓 |
| KFY | KORN FERRY | $1,090.82万 | 1.71% | 163,836 | 163,836 | — | $1,090.82万 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $1,744.35万 | 2.74% | 196,879 | 196,879 | — | $1,744.35万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $1,755.32万 | 2.76% | 855,000 | 855,000 | — | $1,755.32万 | 新建仓 |
| ROAD | CONSTRUCTION PARTNERS INC | $2,081.12万 | 3.27% | 175,223 | 175,223 | — | $2,081.12万 | 新建仓 |
| HURN | HURON CONSULTING GROUP INC | $2,124.74万 | 3.34% | 235,663 | 1,843 | 0.8% | $16.62万 | 加仓 |
| NSP | INSPERITY INC | $2,135.71万 | 3.35% | 516,995 | 516,995 | — | $2,135.71万 | 新建仓 |
| MGRC | MCGRATH RENTCORP | $2,404.67万 | 3.78% | 198,684 | 198,684 | — | $2,404.67万 | 新建仓 |
| CAE | CAE INC | $2,453.86万 | 3.85% | 979,193 | 134,800 | 16.0% | $337.81万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,464.48万 | 3.87% | 220,456 | -124,755 | -36.1% | -$1,394.64万 | 减仓 |
| BOBS | BOBS DISC FURNITURE INC | $2,557.45万 | 4.02% | 1,616,590 | 99,139 | 6.5% | $156.84万 | 加仓 |
| GPC | GENUINE PARTS CO | $2,854.88万 | 4.48% | 241,980 | 241,980 | — | $2,854.88万 | 新建仓 |
| WEX | WEX INC | $2,857.33万 | 4.49% | 202,518 | -1,176 | -0.6% | -$16.59万 | 减仓 |
| CNM | CORE & MAIN INC | $2,991.58万 | 4.70% | 620,017 | 620,017 | — | $2,991.58万 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,199.72万 | 5.02% | 174,743 | 4,082 | 2.4% | $74.75万 | 加仓 |
| LII | LENNOX INTL INC | $3,380.81万 | 5.31% | 59,007 | 59,007 | — | $3,380.81万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $3,466.23万 | 5.44% | 194,470 | 194,470 | — | $3,466.23万 | 新建仓 |
| FA | FIRST ADVANTAGE CORP NEW | $3,503.35万 | 5.50% | 1,940,912 | -1,091,799 | -36.0% | -$1,970.70万 | 减仓 |
| DG | DOLLAR GEN CORP | $3,833.77万 | 6.02% | 333,053 | 333,053 | — | $3,833.77万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $5,046.22万 | 7.92% | 813,251 | 15,402 | 1.9% | $95.57万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $5,726.02万 | 8.99% | 343,513 | 20,830 | 6.5% | $347.22万 | 加仓 |
| ARMK | ARAMARK | $6,011.34万 | 9.44% | 1,056,474 | -341,875 | -24.4% | -$1,945.27万 | 减仓 |