13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001965613-23-000002
Total Value
$181.7M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 73,819 | $17.2M | 9.44% |
| 2 | FERGUSON PLC NEW | G3421J106 | 119,897 | $16.0M | 8.83% |
| 3 | BIO RAD LABS INC | 090572207 | 28,159 | $13.5M | 7.42% |
| 4 | FLEETCOR TECHNOLOGIES INC | 339041105 | 63,516 | $13.4M | 7.37% |
| 5 | CRANE HLDGS CO | CXT | 114,223 | $13.0M | 7.13% |
| 6 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 214,927 | $12.1M | 6.68% |
| 7 | NEWS CORP NEW | NWSLL | 688,392 | $11.9M | 6.54% |
| 8 | TAPESTRY INC | TPR | 231,149 | $10.0M | 5.48% |
| 9 | DECKERS OUTDOOR CORP | DECK | 20,768 | $9.3M | 5.14% |
| 10 | VONTIER CORPORATION | VNT | 337,809 | $9.2M | 5.08% |
| 11 | ACV AUCTIONS INC | ACVA | 715,321 | $9.2M | 5.08% |
| 12 | MARTIN MARIETTA MATLS INC | 573284106 | 25,536 | $9.1M | 4.99% |
| 13 | CONSTELLATION ENERGY CORP | CEG | 113,550 | $8.9M | 4.91% |
| 14 | EUROPEAN WAX CTR INC | 29882P106 | 291,845 | $5.5M | 3.05% |
| 15 | EVENTBRITE INC | EVEX-WT | 565,395 | $4.9M | 2.67% |
| 16 | PROG HOLDINGS INC | PRG | 199,758 | $4.8M | 2.62% |
| 17 | ASPEN TECHNOLOGY INC | 29109X106 | 19,720 | $4.5M | 2.48% |
| 18 | BOOT BARN HLDGS INC | BOOT | 55,500 | $4.3M | 2.34% |
| 19 | CHARLES RIV LABS INTL INC | 159864107 | 19,565 | $3.9M | 2.17% |
| 20 | BATH & BODY WORKS INC | BBWI | 28,067 | $1.0M | 0.57% |