13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001965613-25-000002
Total Value
$265.5M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 91,384 | $28.6M | 10.78% |
| 2 | LPL FINL HLDGS INC | 50212V100 | 60,062 | $19.6M | 7.39% |
| 3 | TAPESTRY INC | TPR | 275,083 | $18.0M | 6.77% |
| 4 | CONSTELLATION ENERGY CORP | CEG | 78,977 | $17.7M | 6.65% |
| 5 | ACV AUCTIONS INC | ACVA | 799,177 | $17.3M | 6.50% |
| 6 | NEWS CORP NEW | NWSLL | 617,177 | $17.0M | 6.40% |
| 7 | EVERUS CONSTR GROUP | EVEX-WT | 232,766 | $15.3M | 5.76% |
| 8 | CLEAN HARBORS INC | CLH | 59,567 | $13.7M | 5.16% |
| 9 | ROBINHOOD MKTS INC | 770700102 | 353,000 | $13.2M | 4.95% |
| 10 | JONES LANG LASALLE INC | JLL | 50,637 | $12.8M | 4.83% |
| 11 | MARVELL TECHNOLOGY INC | MRVL | 113,967 | $12.6M | 4.74% |
| 12 | SPOTIFY TECHNOLOGY S A | SPOT | 28,100 | $12.6M | 4.73% |
| 13 | WESTERN DIGITAL CORP | WDC | 210,045 | $12.5M | 4.72% |
| 14 | PATRICK INDS INC | 703343103 | 147,899 | $12.3M | 4.63% |
| 15 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 150,002 | $11.4M | 4.28% |
| 16 | US FOODS HLDG CORP | USFD | 163,246 | $11.0M | 4.15% |
| 17 | FERGUSON ENTERPRISES INC | FERG | 62,052 | $10.8M | 4.06% |
| 18 | V F CORP | VFC | 223,287 | $4.8M | 1.80% |
| 19 | VAIL RESORTS INC | MTN | 24,000 | $4.5M | 1.69% |