13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001965613-23-000006
Total Value
$217.1M
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FERGUSON PLC NEW | G3421J106 | 133,250 | $21.0M | 9.66% |
| 2 | MARTIN MARIETTA MATLS INC | 573284106 | 41,262 | $19.1M | 8.77% |
| 3 | BOOT BARN HLDGS INC | BOOT | 187,949 | $15.9M | 7.33% |
| 4 | LABORATORY CORP AMER HLDGS | 50540R409 | 59,200 | $14.3M | 6.58% |
| 5 | FLEETCOR TECHNOLOGIES INC | 339041105 | 56,876 | $14.3M | 6.58% |
| 6 | CRANE COMPANY | CR | 147,481 | $13.1M | 6.05% |
| 7 | CONSTELLATION ENERGY CORP | CEG | 136,008 | $12.5M | 5.74% |
| 8 | NEWS CORP NEW | NWSLL | 632,492 | $12.3M | 5.68% |
| 9 | WILLIS TOWERS WATSON PLC LTD | WTW | 45,767 | $10.8M | 4.96% |
| 10 | VONTIER CORPORATION | VNT | 324,243 | $10.4M | 4.81% |
| 11 | ACV AUCTIONS INC | ACVA | 565,482 | $9.8M | 4.50% |
| 12 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 151,839 | $9.2M | 4.24% |
| 13 | JONES LANG LASALLE INC | JLL | 59,017 | $9.2M | 4.24% |
| 14 | TAPESTRY INC | TPR | 199,705 | $8.5M | 3.94% |
| 15 | BIO RAD LABS INC | 090572207 | 20,644 | $7.8M | 3.60% |
| 16 | BATH & BODY WORKS INC | BBWI | 188,960 | $7.1M | 3.26% |
| 17 | HUBBELL INC | HUBB | 20,809 | $6.9M | 3.18% |
| 18 | GOGO INC | GOGO | 326,280 | $5.6M | 2.56% |
| 19 | ASPEN TECHNOLOGY INC | 29109X106 | 31,236 | $5.2M | 2.41% |
| 20 | DECKERS OUTDOOR CORP | DECK | 7,868 | $4.2M | 1.91% |