Sunriver Management LLC
GREENWICH CT · SEC CIK 0001663900
$5.91亿2026Q1 申报市值
18持仓数
69.0%前十大占比 · 第一大 9.6%
4 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WCN 新建仓+$5,241.66万
FIS 新建仓+$2,574.70万
CAE 新建仓+$2,199.64万
BOBS 新建仓+$1,783.00万
CDW 加仓+$1,202.62万
2026Q1 卖出最多 按季末市值估算
LMT 减仓-$5,623.43万
BOX 清仓-$5,208.13万
RTO 清仓-$5,002.07万
SYY 清仓-$4,810.25万
NABL 清仓-$4,588.66万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK | $5,668.91万 | 9.59% | 1,398,349 | 46,952 | 3.5% | $190.34万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $5,391.07万 | 9.12% | 797,849 | 166,970 | 26.5% | $1,128.22万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $5,241.66万 | 8.86% | 322,683 | 322,683 | — | $5,241.66万 | 新建仓 |
| OPLN | OPENLANE INC | $4,425.54万 | 7.48% | 1,518,196 | 19,634 | 1.3% | $57.23万 | 加仓 |
| VRRM | VERRA MOBILITY CORP | $4,206.86万 | 7.11% | 2,943,917 | -13,059 | -0.4% | -$18.66万 | 减仓 |
| FA | FIRST ADVANTAGE CORP NEW | $3,566.47万 | 6.03% | 3,032,711 | 371,425 | 14.0% | $436.80万 | 加仓 |
| CDW | CDW CORP | $3,247.64万 | 5.49% | 268,356 | 99,374 | 58.8% | $1,202.62万 | 加仓 |
| WEX | WEX INC | $3,117.33万 | 5.27% | 203,694 | -125,483 | -38.1% | -$1,920.39万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $2,980.97万 | 5.04% | 233,820 | -45,269 | -16.2% | -$577.13万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $2,957.08万 | 5.00% | 345,211 | -109,104 | -24.0% | -$934.58万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $2,602.75万 | 4.40% | 170,661 | 20,661 | 13.8% | $315.10万 | 加仓 |
| CBZ | CBIZ INC | $2,600.77万 | 4.40% | 968,631 | -20,718 | -2.1% | -$55.63万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $2,574.70万 | 4.35% | 548,860 | 548,860 | — | $2,574.70万 | 新建仓 |
| TRU | TRANSUNION | $2,295.79万 | 3.88% | 331,809 | -186,112 | -35.9% | -$1,287.71万 | 减仓 |
| CAE | CAE INC | $2,199.64万 | 3.72% | 844,393 | 844,393 | — | $2,199.64万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $2,192.12万 | 3.71% | 36,270 | -93,043 | -72.0% | -$5,623.43万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $2,082.31万 | 3.52% | 293,036 | -140,637 | -32.4% | -$999.37万 | 减仓 |
| BOBS | BOBS DISC FURNITURE INC | $1,783.00万 | 3.02% | 1,517,451 | 1,517,451 | — | $1,783.00万 | 新建仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -1,741,267 | -100.0% | -$5,208.13万 | 清仓 |
| RTO | RENTOKIL INITIAL PLC | $0 | 0.00% | 0 | -1,697,919 | -100.0% | -$5,002.07万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -652,768 | -100.0% | -$4,810.25万 | 清仓 |
| NABL | N-ABLE INC | $0 | 0.00% | 0 | -6,134,573 | -100.0% | -$4,588.66万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -115,217 | -100.0% | -$3,918.18万 | 清仓 |
| IQV | IQVIA HLDGS INC | $0 | 0.00% | 0 | -163,513 | -100.0% | -$3,685.75万 | 清仓 |
| — | ACV AUCTIONS INC | $0 | 0.00% | 0 | -2,963,578 | -100.0% | -$2,376.79万 | 清仓 |
| RPAY | REPAY HLDGS CORP | $0 | 0.00% | 0 | -4,361,524 | -100.0% | -$1,591.96万 | 清仓 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$1,590.00万 | 清仓 |