13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001965613-24-000005
Total Value
$233.6M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 104,369 | $27.4M | 11.71% |
| 2 | NEWS CORP NEW | NWSLL | 760,831 | $21.0M | 8.98% |
| 3 | JONES LANG LASALLE INC | JLL | 79,977 | $16.4M | 7.03% |
| 4 | CONSTELLATION ENERGY CORP | CEG | 77,271 | $15.5M | 6.62% |
| 5 | ACV AUCTIONS INC | ACVA | 843,796 | $15.4M | 6.59% |
| 6 | US FOODS HLDG CORP | USFD | 284,534 | $15.1M | 6.45% |
| 7 | CRANE COMPANY | CR | 101,437 | $14.7M | 6.30% |
| 8 | CLEAN HARBORS INC | CLH | 63,307 | $14.3M | 6.13% |
| 9 | FERGUSON PLC NEW | G3421J106 | 56,187 | $10.9M | 4.66% |
| 10 | MARTIN MARIETTA MATLS INC | 573284106 | 18,206 | $9.9M | 4.22% |
| 11 | BATH & BODY WORKS INC | BBWI | 249,994 | $9.8M | 4.18% |
| 12 | ASPEN TECHNOLOGY INC | 29109X106 | 46,289 | $9.2M | 3.94% |
| 13 | PATRICK INDS INC | 703343103 | 82,249 | $8.9M | 3.82% |
| 14 | BOOT BARN HLDGS INC | BOOT | 68,841 | $8.9M | 3.80% |
| 15 | LPL FINL HLDGS INC | 50212V100 | 30,997 | $8.7M | 3.71% |
| 16 | APOLLO GLOBAL MGMT INC | 03769M106 | 72,318 | $8.5M | 3.66% |
| 17 | TRIMBLE INC | TRMB | 132,884 | $7.4M | 3.18% |
| 18 | SIX FLAGS ENTMT CORP NEW | 83001A102 | 200,000 | $6.6M | 2.84% |
| 19 | FORTREA HLDGS INC | FTRE | 219,257 | $5.1M | 2.19% |