13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001965613-25-000007
Total Value
$313.7M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FERGUSON ENTERPRISES INC | FERG | 152,678 | $33.2M | 10.60% |
| 2 | CELESTICA INC | CLS | 191,098 | $29.8M | 9.51% |
| 3 | TAPESTRY INC | TPR | 326,205 | $28.6M | 9.13% |
| 4 | SENSIENT TECHNOLOGIES CORP | SXT | 282,566 | $27.8M | 8.88% |
| 5 | WILLIS TOWERS WATSON PLC LTD | WTW | 84,258 | $25.8M | 8.23% |
| 6 | CONSTELLATION ENERGY CORP | CEG | 75,170 | $24.3M | 7.73% |
| 7 | SPOTIFY TECHNOLOGY S A | SPOT | 25,455 | $19.5M | 6.23% |
| 8 | NEWS CORP NEW | NWSLL | 628,689 | $18.7M | 5.96% |
| 9 | CLEAN HARBORS INC | CLH | 80,743 | $18.7M | 5.95% |
| 10 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 215,321 | $17.8M | 5.68% |
| 11 | ROBINHOOD MKTS INC | 770700102 | 178,388 | $16.7M | 5.32% |
| 12 | WOODWARD INC | WWD | 67,935 | $16.7M | 5.31% |
| 13 | ADVANCED MICRO DEVICES INC | AMD | 75,550 | $10.7M | 3.42% |
| 14 | US FOODS HLDG CORP | USFD | 106,179 | $8.2M | 2.61% |
| 15 | JBS N.V. | JBS | 476,250 | $7.0M | 2.22% |
| 16 | SIX FLAGS ENTERTAINMENT CORP | FUN | 228,050 | $6.9M | 2.21% |
| 17 | GROCERY OUTLET HLDG CORP | GO | 254,174 | $3.2M | 1.01% |