Sunriver Management LLC: ARMK position timeline

Sunriver Management LLC held 1,056,474 ARMK shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,056,474 shares

   Change vs previous 13F -341,875 shares

   9.44% of the 13F portfolio, value $60,113,371.

   13F-HR 0001892688-26-000115 filed by Sunriver Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 1,398,349 shares

   Change vs previous 13F +46,952 shares

   9.59% of the 13F portfolio, value $56,689,068.

   13F-HR 0001892688-26-000072 filed by Sunriver Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 1,351,397 shares

   Change vs previous 13F +534,136 shares

   5.22% of the 13F portfolio, value $49,812,493.

   13F-HR 0001892688-26-000031 filed by Sunriver Management LLC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 817,261 shares

   Change vs previous 13F -421,451 shares

   3.41% of the 13F portfolio, value $31,382,822.

   13F-HR 0001892688-25-000189 filed by Sunriver Management LLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,238,712 shares

   Change vs previous 13F not available

   5.56% of the 13F portfolio, value $51,864,871.

   13F-HR 0001892688-25-000146 filed by Sunriver Management LLC
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).