13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001965613-25-000003
Total Value
$197.7M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 75,181 | $25.4M | 12.85% |
| 2 | NEWS CORP NEW | NWSLL | 788,861 | $21.5M | 10.86% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 32,256 | $17.7M | 8.97% |
| 4 | CLEAN HARBORS INC | CLH | 86,916 | $17.1M | 8.66% |
| 5 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 178,683 | $14.9M | 7.55% |
| 6 | TAPESTRY INC | TPR | 204,579 | $14.4M | 7.28% |
| 7 | FERGUSON ENTERPRISES INC | FERG | 82,352 | $13.2M | 6.67% |
| 8 | ACV AUCTIONS INC | ACVA | 774,949 | $10.9M | 5.52% |
| 9 | CINEMARK HLDGS INC | CNK | 369,083 | $9.2M | 4.65% |
| 10 | US FOODS HLDG CORP | USFD | 132,293 | $8.7M | 4.38% |
| 11 | PATRICK INDS INC | 703343103 | 101,945 | $8.6M | 4.36% |
| 12 | SENSIENT TECHNOLOGIES CORP | SXT | 111,242 | $8.3M | 4.19% |
| 13 | CONSTELLATION ENERGY CORP | CEG | 39,893 | $8.0M | 4.07% |
| 14 | JONES LANG LASALLE INC | JLL | 30,369 | $7.5M | 3.81% |
| 15 | WESTERN DIGITAL CORP | WDC | 173,086 | $7.0M | 3.54% |
| 16 | BRUNSWICK CORP | BC-PC | 54,373 | $2.9M | 1.48% |
| 17 | EVERUS CONSTR GROUP | EVEX-WT | 62,089 | $2.3M | 1.16% |