13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001965613-24-000004
Total Value
$272.8M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 101,450 | $27.9M | 10.23% |
| 2 | FERGUSON PLC NEW | G3421J106 | 107,654 | $23.5M | 8.62% |
| 3 | CONSTELLATION ENERGY CORP | CEG | 97,971 | $18.1M | 6.64% |
| 4 | MARTIN MARIETTA MATLS INC | 573284106 | 28,462 | $17.5M | 6.40% |
| 5 | ACV AUCTIONS INC | ACVA | 899,901 | $16.9M | 6.19% |
| 6 | BATH & BODY WORKS INC | BBWI | 324,866 | $16.2M | 5.96% |
| 7 | JONES LANG LASALLE INC | JLL | 82,975 | $16.2M | 5.93% |
| 8 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 476,479 | $15.4M | 5.63% |
| 9 | CRANE COMPANY | CR | 112,666 | $15.2M | 5.58% |
| 10 | NEWS CORP NEW | NWSLL | 565,623 | $14.8M | 5.43% |
| 11 | FORTREA HLDGS INC | FTRE | 341,275 | $13.7M | 5.02% |
| 12 | US FOODS HLDG CORP | USFD | 235,072 | $12.7M | 4.65% |
| 13 | TRIMBLE INC | TRMB | 195,826 | $12.6M | 4.62% |
| 14 | VONTIER CORPORATION | VNT | 266,965 | $12.1M | 4.44% |
| 15 | AVANTOR INC | AVTR | 467,528 | $12.0M | 4.38% |
| 16 | PATRICK INDS INC | 703343103 | 96,626 | $11.5M | 4.23% |
| 17 | ASPEN TECHNOLOGY INC | 29109X106 | 45,478 | $9.7M | 3.56% |
| 18 | CORPAY INC | CPAY | 15,614 | $4.8M | 1.77% |
| 19 | BOOT BARN HLDGS INC | BOOT | 20,906 | $2.0M | 0.73% |