Rivermont Capital Management LP
- SEC CIK
- 0001965613
- Latest filing
- Aug 13, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 19
- +2 vs. Q3 2024
- Portfolio value
- $265.5M
- +$53.3M (+25.1%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WTWWillis Towers Watson PLC | SHS | 91,384 | $28.6M | 10.8% | +12,061+15.2% | Added | History |
| LPLALPL Financial Holdings Inc. | COM | 60,062 | $19.6M | 7.4% | +60,062 | New | History |
| TPRTapestry, Inc. | COM | 275,083 | $18.0M | 6.8% | +275,083 | New | History |
| CEGConstellation Energy Corp | Stock | 78,977 | $17.7M | 6.7% | −19,725−20.0% | Reduced | History |
| ACVAACV Auctions Inc. | COM CL A | 799,177 | $17.3M | 6.5% | −136,382−14.6% | Reduced | History |
| NWSANews Corp | CL A | 617,177 | $17.0M | 6.4% | +130,372+26.8% | Added | History |
| ECGEverus Construction Group, Inc. | Stock | 232,766 | $15.3M | 5.8% | +232,766 | New | History |
| CLHClean Harbors Inc | COM | 59,567 | $13.7M | 5.2% | −2,017−3.3% | Reduced | History |
| HOODRobinhood Markets, Inc. | Stock | 353,000 | $13.2M | 5.0% | +353,000 | New | History |
| JLLJones Lang Lasalle Inc | COM | 50,637 | $12.8M | 4.8% | −30,794−37.8% | Reduced | History |
| MRVLMarvell Technology, Inc. | COM | 113,967 | $12.6M | 4.7% | +113,967 | New | History |
| SPOTSpotify Technology S.A. | Stock | 28,100 | $12.6M | 4.7% | +28,100 | New | History |
| WDCWestern Digital Corp | COM | 210,045 | $12.5M | 4.7% | +9,068+4.5% | Added | History |
| PATKPatrick Industries Inc | COM | 147,899 | $12.3M | 4.6% | +85,348+136.4% | Added | History |
| SSNCSS&C Technologies Holdings Inc | COM | 150,002 | $11.4M | 4.3% | −50,047−25.0% | Reduced | History |
| USFDUS Foods Holding Corp. | COM | 163,246 | $11.0M | 4.1% | +46,599+39.9% | Added | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 62,052 | $10.8M | 4.1% | +1,000+1.6% | Added | History |
| VFCV F Corp | Stock | 223,287 | $4.79M | 1.8% | +3,989+1.8% | Added | History |
| MTNVail Resorts Inc | COM | 24,000 | $4.50M | 1.7% | +24,000 | New | History |
Sold out since Q3 2024 (5)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| GEVGE Vernova Inc. | Stock | 41,472 | $10.6M | 5.0% | History |
| BOOTBoot Barn Holdings, Inc. | COM | 43,359 | $7.25M | 3.4% | History |
| AZPNAspen Technology, Inc. | COM | 29,177 | $6.97M | 3.3% | History |
| TRMBTrimble Inc. | COM | 92,000 | $5.71M | 2.7% | History |
| BROSDutch Bros Inc. | CL A | 83,432 | $2.67M | 1.3% | History |