13F HOLDINGS REPORT (Amended)
Rivermont Capital Management LP
Quarter ended Q1 2025 · Filed May 16, 2025 · Accession 0001965613-25-000004
Total Value
$237.0M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WILLIS TOWERS WATSON PLC LTD | WTW | 89,642 | $30.3M | 12.78% |
| 2 | NEWS CORP NEW | NWSLL | 940,934 | $25.6M | 10.81% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 38,629 | $21.2M | 8.96% |
| 4 | CLEAN HARBORS INC | CLH | 103,989 | $20.5M | 8.65% |
| 5 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 214,404 | $17.9M | 7.56% |
| 6 | TAPESTRY INC | TPR | 245,341 | $17.3M | 7.29% |
| 7 | FERGUSON ENTERPRISES INC | FERG | 99,279 | $15.9M | 6.71% |
| 8 | ACV AUCTIONS INC | ACVA | 933,113 | $13.1M | 5.55% |
| 9 | CINEMARK HLDGS INC | CNK | 441,925 | $11.0M | 4.64% |
| 10 | US FOODS HLDG CORP | USFD | 157,803 | $10.3M | 4.36% |
| 11 | PATRICK INDS INC | 703343103 | 121,939 | $10.3M | 4.35% |
| 12 | SENSIENT TECHNOLOGIES CORP | SXT | 135,517 | $10.1M | 4.26% |
| 13 | CONSTELLATION ENERGY CORP | CEG | 47,614 | $9.6M | 4.05% |
| 14 | JONES LANG LASALLE INC | JLL | 36,415 | $9.0M | 3.81% |
| 15 | WESTERN DIGITAL CORP | WDC | 206,665 | $8.4M | 3.53% |
| 16 | BRUNSWICK CORP | BC-PC | 64,082 | $3.5M | 1.46% |
| 17 | EVERUS CONSTR GROUP | EVEX-WT | 74,096 | $2.7M | 1.16% |
| 18 | CELESTICA INC | CLS | 2,588 | $203,960 | 0.09% |