Rivermont Capital Management LP
- SEC CIK
- 0001965613
- Latest filing
- Aug 13, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 14, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 20
- −2 vs. Q4 2025
- Portfolio value
- $474.7M
- +$53.7M (+12.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| STXSeagate Technology Holdings plc | ORD SHS | 122,125 | $47.8M | 10.1% | +5,629+4.8% | Added | History |
| SXTSensient Technologies Corp | COM | 552,429 | $47.8M | 10.1% | +210,461+61.5% | Added | History |
| WDCWestern Digital Corp | COM | 115,665 | $31.3M | 6.6% | −38,644−25.0% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 63,868 | $31.0M | 6.5% | +13,054+25.7% | Added | History |
| WMBWilliams Companies, Inc. | COM | 372,086 | $27.1M | 5.7% | +372,086 | New | History |
| ROSTRoss Stores, Inc. | COM | 123,138 | $26.7M | 5.6% | +190+0.2% | Added | History |
| LITELumentum Holdings Inc. | COM | 35,577 | $25.0M | 5.3% | +35,577 | New | History |
| RTORentokil Initial PLC | SPONSORED ADR | 793,454 | $25.0M | 5.3% | +793,454 | New | History |
| FERGFerguson Enterprises Inc. | COMMON STOCK NEW | 103,063 | $24.0M | 5.1% | +20,031+24.1% | Added | History |
| FNDFloor & Decor Holdings, Inc. | CL A | 450,650 | $22.9M | 4.8% | +232,175+106.3% | Added | History |
| TTMITTM Technologies Inc | COM | 224,481 | $21.9M | 4.6% | −153,413−40.6% | Reduced | History |
| LINLinde PLC | Stock | 42,969 | $21.3M | 4.5% | +42,969 | New | History |
| CLSCelestica Inc | Stock | 74,272 | $20.9M | 4.4% | −5,621−7.0% | Reduced | History |
| MKSIMKS Inc | COM | 87,537 | $20.1M | 4.2% | +87,537 | New | History |
| SITESiteOne Landscape Supply, Inc. | COM | 139,702 | $18.6M | 3.9% | +139,702 | New | History |
| CHRWC. H. Robinson Worldwide, Inc. | COM NEW | 109,293 | $18.2M | 3.8% | +2,884+2.7% | Added | History |
| WWDWoodward, Inc. | COM | 38,752 | $13.9M | 2.9% | −38,122−49.6% | Reduced | History |
| WINGWingstop Inc. | COM | 82,021 | $12.7M | 2.7% | +20,021+32.3% | Added | History |
| JBSJBS N.V. | ADR | 550,000 | $9.88M | 2.1% | +550,000 | New | History |
| ONONOn Holding AG | Stock | 256,950 | $8.74M | 1.8% | +256,950 | New | History |
Sold out since Q4 2025 (10)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| WTWWillis Towers Watson PLC | SHS | 66,320 | $21.8M | 5.2% | History |
| NWSANews Corp | CL A | 774,287 | $20.2M | 4.8% | History |
| CEGConstellation Energy Corp | Stock | 50,970 | $18.0M | 4.3% | History |
| JHXJames Hardie Industries plc | Stock | 857,177 | $17.8M | 4.2% | History |
| CVNACarvana Co. | CL A | 38,290 | $16.2M | 3.8% | History |
| VFCV F Corp | Stock | 760,112 | $13.7M | 3.3% | History |
| TPRTapestry, Inc. | COM | 91,677 | $11.7M | 2.8% | History |
| SSNCSS&C Technologies Holdings Inc | COM | 129,190 | $11.3M | 2.7% | History |
| CLHClean Harbors Inc | COM | 44,262 | $10.4M | 2.5% | History |
| CRCLCircle Internet Group, Inc. | COM CL A | 10,000 | $793.0K | 0.2% | History |