Institutional Manager · CIK 0001965613
Rivermont Capital Management LP
NEW YORK, NY · File #028-22938
Latest AUM
$421.0M
Positions
22
Top-10 Concentration
61.1%
Filings
13
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202522 pos · $421.0M
- 13F HOLDINGS REPORTQ/E Sep 202519 pos · $378.6M
- 13F HOLDINGS REPORTQ/E Jun 202517 pos · $313.7M
- 13F HOLDINGS REPORT (Amended)Q/E Mar 202518 pos · $237.0M
- 13F HOLDINGS REPORTQ/E Mar 202517 pos · $197.7M
- 13F HOLDINGS REPORTQ/E Dec 202419 pos · $265.5M
- 13F HOLDINGS REPORTQ/E Sep 202417 pos · $212.2M
- 13F HOLDINGS REPORTQ/E Jun 202419 pos · $233.6M
- 13F HOLDINGS REPORTQ/E Mar 202419 pos · $272.8M
- 13F HOLDINGS REPORTQ/E Dec 202319 pos · $223.6M
- 13F HOLDINGS REPORTQ/E Sep 202320 pos · $217.1M
- 13F HOLDINGS REPORTQ/E Jun 202320 pos · $181.7M
- 13F HOLDINGS REPORTQ/E Mar 202318 pos · $158.0M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | SENSIENT TECHNOLOGIES CORP | SXT | 341,968 | $32.1M | 7.63% |
| 2 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 116,496 | $32.1M | 7.62% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 50,814 | $29.5M | 7.01% |
| 4 | WESTERN DIGITAL CORP | WDC | 154,309 | $26.6M | 6.31% |
| 5 | TTM TECHNOLOGIES INC | TTMI | 377,894 | $26.1M | 6.19% |
| 6 | CELESTICA INC | CLS | 79,893 | $23.6M | 5.61% |
| 7 | WOODWARD INC | WWD | 76,874 | $23.2M | 5.52% |
| 8 | ROSS STORES INC | ROST | 122,948 | $22.1M | 5.26% |
| 9 | WILLIS TOWERS WATSON PLC LTD | WTW | 66,320 | $21.8M | 5.18% |
| 10 | NEWS CORP NEW | NWSLL | 774,287 | $20.2M | 4.80% |
| 11 | FERGUSON ENTERPRISES INC | FERG | 83,032 | $18.5M | 4.39% |
| 12 | CONSTELLATION ENERGY CORP | CEG | 50,970 | $18.0M | 4.28% |
| 13 | JAMES HARDIE INDS PLC | G4253H101 | 857,177 | $17.8M | 4.23% |
| 14 | C H ROBINSON WORLDWIDE INC | CHRW | 106,409 | $17.1M | 4.06% |
| 15 | CARVANA CO | CVNA | 38,290 | $16.2M | 3.84% |
| 16 | WINGSTOP INC | WING | 62,000 | $14.8M | 3.51% |
| 17 | V F CORP | VFC | 760,112 | $13.7M | 3.26% |
| 18 | FLOOR & DECOR HLDGS INC | FND | 218,475 | $13.3M | 3.16% |
| 19 | TAPESTRY INC | TPR | 91,677 | $11.7M | 2.78% |
| 20 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 129,190 | $11.3M | 2.68% |