13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001965613-23-000008
Total Value
$223.6M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 100,767 | $21.1M | 9.42% |
| 2 | FERGUSON PLC NEW | G3421J106 | 124,331 | $20.4M | 9.15% |
| 3 | CONSTELLATION ENERGY CORP | CEG | 166,608 | $18.2M | 8.13% |
| 4 | ASPEN TECHNOLOGY INC | 29109X106 | 81,127 | $16.6M | 7.41% |
| 5 | MARTIN MARIETTA MATLS INC | 573284106 | 31,408 | $12.9M | 5.77% |
| 6 | BURLINGTON STORES INC | BURL | 94,589 | $12.8M | 5.72% |
| 7 | NEWS CORP NEW | NWSLL | 618,763 | $12.4M | 5.55% |
| 8 | NCR CORP NEW | NCRRP | 425,059 | $11.5M | 5.13% |
| 9 | CRANE COMPANY | CR | 128,530 | $11.4M | 5.11% |
| 10 | BOOT BARN HLDGS INC | BOOT | 130,033 | $10.6M | 4.72% |
| 11 | FLEETCOR TECHNOLOGIES INC | 339041105 | 41,078 | $10.5M | 4.69% |
| 12 | BATH & BODY WORKS INC | BBWI | 306,849 | $10.4M | 4.64% |
| 13 | ACV AUCTIONS INC | ACVA | 611,720 | $9.3M | 4.15% |
| 14 | LPL FINL HLDGS INC | 50212V100 | 36,661 | $8.7M | 3.90% |
| 15 | JONES LANG LASALLE INC | JLL | 58,197 | $8.2M | 3.68% |
| 16 | VONTIER CORPORATION | VNT | 264,253 | $8.2M | 3.65% |
| 17 | FORTREA HLDGS INC | FTRE | 280,037 | $8.0M | 3.58% |
| 18 | BIO RAD LABS INC | 090572207 | 19,625 | $7.0M | 3.15% |
| 19 | AVIDXCHANGE HOLDINGS INC | 05368X102 | 578,807 | $5.5M | 2.45% |