13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001965613-24-000008
Total Value
$212.2M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 98,702 | $25.7M | 12.09% |
| 2 | WILLIS TOWERS WATSON PLC LTD | WTW | 79,323 | $23.4M | 11.01% |
| 3 | JONES LANG LASALLE INC | JLL | 81,431 | $22.0M | 10.35% |
| 4 | ACV AUCTIONS INC | ACVA | 935,559 | $19.0M | 8.96% |
| 5 | CLEAN HARBORS INC | CLH | 61,584 | $14.9M | 7.01% |
| 6 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 200,049 | $14.8M | 7.00% |
| 7 | WESTERN DIGITAL CORP. | WDC | 200,977 | $13.7M | 6.47% |
| 8 | NEWS CORP NEW | NWSLL | 486,805 | $13.0M | 6.11% |
| 9 | FERGUSON ENTERPRISES INC | FERG | 61,052 | $12.1M | 5.71% |
| 10 | GE VERNOVA INC | GEV | 41,472 | $10.6M | 4.98% |
| 11 | PATRICK INDS INC | 703343103 | 62,551 | $8.9M | 4.20% |
| 12 | BOOT BARN HLDGS INC | BOOT | 43,359 | $7.3M | 3.42% |
| 13 | US FOODS HLDG CORP | USFD | 116,647 | $7.2M | 3.38% |
| 14 | ASPEN TECHNOLOGY INC | 29109X106 | 29,177 | $7.0M | 3.28% |
| 15 | TRIMBLE INC | TRMB | 92,000 | $5.7M | 2.69% |
| 16 | V F CORP | VFC | 219,298 | $4.4M | 2.06% |
| 17 | DUTCH BROS INC | BROS | 83,432 | $2.7M | 1.26% |