13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001965613-23-000001
Total Value
$158.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 74,463 | $18.2M | 11.53% |
| 2 | FERGUSON PLC NEW | G3421J106 | 128,757 | $16.3M | 10.35% |
| 3 | NEWS CORP NEW | NWSLL | 644,631 | $11.7M | 7.43% |
| 4 | FLEETCOR TECHNOLOGIES INC | 339041105 | 61,379 | $11.3M | 7.14% |
| 5 | CONSTELLATION ENERGY CORP | CEG | 129,508 | $11.2M | 7.07% |
| 6 | TAPESTRY INC | TPR | 277,529 | $10.6M | 6.69% |
| 7 | DECKERS OUTDOOR CORP | DECK | 26,368 | $10.5M | 6.66% |
| 8 | BIO RAD LABS INC | 090572207 | 23,864 | $10.0M | 6.35% |
| 9 | CRANE HLDGS CO | CXT | 76,350 | $7.7M | 4.86% |
| 10 | LKQ CORP | LKQ | 142,809 | $7.6M | 4.83% |
| 11 | MARTIN MARIETTA MATLS INC | 573284106 | 22,002 | $7.4M | 4.71% |
| 12 | LPL FINL HLDGS INC | 50212V100 | 34,131 | $7.4M | 4.67% |
| 13 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 136,864 | $7.1M | 4.51% |
| 14 | ASPEN TECHNOLOGY INC | 29109X106 | 26,525 | $5.4M | 3.45% |
| 15 | ACV AUCTIONS INC | ACVA | 592,847 | $4.9M | 3.08% |
| 16 | FIRST SOLAR INC | FSLR | 26,103 | $3.9M | 2.48% |
| 17 | MANCHESTER UTD PLC NEW | G5784H106 | 150,798 | $3.5M | 2.23% |
| 18 | EUROPEAN WAX CTR INC | 29882P106 | 250,608 | $3.1M | 1.98% |