Institutions / Rivermont Capital Management LP
Rivermont Capital Management LP
CIK 1965613 · Institution · as of Dec 31, 2025
Portfolio value
$420.95M
Positions
22
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sensient Technologies Corp | $32.13M | 7.6% |
| Seagate Technology Holdings PLC | $32.08M | 7.6% |
| Spotify Technology S a | $29.51M | 7.0% |
| Western Digital Corp | $26.58M | 6.3% |
| TTM Technologies Inc | $26.07M | 6.2% |
| Celestica IncCLS | $23.62M | 5.6% |
| Woodward Inc | $23.24M | 5.5% |
| Ross Stores, Inc. | $22.15M | 5.3% |
| Willis Towers Watson PLC | $21.79M | 5.2% |
| News Corp | $20.22M | 4.8% |
| Ferguson Enterprises Inc. /DE | $18.49M | 4.4% |
| Constellation Energy Corp | $18.01M | 4.3% |
| James Hardie Industries PLC | $17.79M | 4.2% |
| CH Robinson Worldwide Inc | $17.11M | 4.1% |
| Carvana Co. | $16.16M | 3.8% |
| Wingstop Inc. | $14.79M | 3.5% |
| V. F. Corporation | $13.74M | 3.3% |
| FLOOR & DECOR HOLDINGS INC | $13.30M | 3.2% |
| Tapestry Inc | $11.71M | 2.8% |
| SS&C TECHNOLOGIES HOLDINGS, INC. | $11.29M | 2.7% |
| Clean Harbors Inc | $10.38M | 2.5% |
| Circle Internet Group, Inc.CRCL | $793.0K | 0.2% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.