13F HOLDINGS REPORT
Rivermont Capital Management LP
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001965613-25-000008
Total Value
$378.6M
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 150,211 | $35.5M | 9.37% |
| 2 | FERGUSON ENTERPRISES INC | FERG | 143,784 | $32.3M | 8.53% |
| 3 | WILLIS TOWERS WATSON PLC LTD | WTW | 85,108 | $29.4M | 7.77% |
| 4 | CLEAN HARBORS INC | CLH | 122,652 | $28.5M | 7.52% |
| 5 | WESTERN DIGITAL CORP | WDC | 225,541 | $27.1M | 7.15% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 38,770 | $27.1M | 7.15% |
| 7 | NEWS CORP NEW | NWSLL | 871,521 | $26.8M | 7.07% |
| 8 | CELESTICA INC | CLS | 107,903 | $26.6M | 7.02% |
| 9 | GROCERY OUTLET HLDG CORP | GO | 1,350,075 | $21.7M | 5.72% |
| 10 | CONSTELLATION ENERGY CORP | CEG | 65,734 | $21.6M | 5.71% |
| 11 | TAPESTRY INC | TPR | 180,183 | $20.4M | 5.39% |
| 12 | LOUISIANA PAC CORP | LPX | 182,828 | $16.2M | 4.29% |
| 13 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 157,443 | $14.0M | 3.69% |
| 14 | MONGODB INC | MDB | 40,238 | $12.5M | 3.30% |
| 15 | JBS N.V. | JBS | 680,978 | $10.2M | 2.69% |
| 16 | V F CORP | VFC | 600,200 | $8.7M | 2.29% |
| 17 | ROBINHOOD MKTS INC | 770700102 | 58,648 | $8.4M | 2.22% |
| 18 | SENSIENT TECHNOLOGIES CORP | SXT | 76,627 | $7.2M | 1.90% |
| 19 | TTM TECHNOLOGIES INC | TTMI | 80,000 | $4.6M | 1.22% |