Rivermont Capital Management LP 13F Holdings

CIK 0001965613 · NEW YORK, NY

As of Sep 30, 2025, Rivermont Capital Management LP reported 19 positions worth $378.6M in its SEC Form 13F filing.

Top 19 holdings

SecurityTickerSectorSharesValue% of portfolio
SEAGATE TECHNOLOGY HOLDINGS PLCSTXTechnology150,211$35.5M9.37%
FERGUSON ENTERPRISES INCFERGIndustrials143,784$32.3M8.53%
WILLIS TOWERS WATSON PLCWTWFinancial Services85,108$29.4M7.77%
CLEAN HARBORS INCCLHIndustrials122,652$28.5M7.52%
WESTERN DIGITAL CORPWDCTechnology225,541$27.1M7.15%
SPOTIFY TECHNOLOGY SASPOTCommunication Services38,770$27.1M7.15%
NEWS CORPNWSACommunication Services871,521$26.8M7.07%
CELESTICA INCCLSTechnology107,903$26.6M7.02%
GROCERY OUTLET HOLDING CORPGOConsumer Defensive1,350,075$21.7M5.72%
CONSTELLATION ENERGY CORPCEGUtilities65,734$21.6M5.71%
TAPESTRY INCTPRConsumer Cyclical180,183$20.4M5.39%
LOUISIANA-PACIFIC CORPLPXBasic Materials182,828 6.2M4.29%
SS&C TECHNOLOGIES HOLDINGS INCSSNCTechnology157,443 4.0M3.69%
MONGODB INCMDBTechnology40,238 2.5M3.30%
JBS N.V.JBSConsumer Defensive680,978 0.2M2.69%
V F CORPVFCConsumer Cyclical600,200$8.7M2.29%
ROBINHOOD MARKETS INC - AHOODEquity58,648$8.4M2.22%
SENSIENT TECHNOLOGIES CORPSXTBasic Materials76,627$7.2M1.90%
TTM TECHNOLOGIES INCTTMITechnology80,000$4.6M1.22%