Rivermont Capital Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$474.7M
Q ending 2026-03-31
Prior quarter
$421.0M
Q ending 2025-12-31
Change
+12.8% QoQ · +100.3% YoY
Positions
20
reported holdings
Largest positions
All 20 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Seagate Technology Hldngs Pl | Shares | $47.8M | 122K | |
| Sensient Technologies Corp | SXT | Shares | $47.8M | 552K |
| Western Digital Corp | WDC | Shares | $31.3M | 116K |
| Spotify Technology S A | Shares | $31.0M | 64K | |
| Williams Cos Inc | WMB | Shares | $27.1M | 372K |
| Ross Stores Inc | ROST | Shares | $26.7M | 123K |
| Lumentum Hldgs Inc | LITE | Shares | $25.0M | 36K |
| Rentokil Initial Plc | RTO | Shares | $25.0M | 793K |
| Ferguson Enterprises Inc | FERG | Shares | $24.0M | 103K |
| Floor & Decor Hldgs Inc | FND | Shares | $22.9M | 451K |
| Ttm Technologies Inc | TTMI | Shares | $21.9M | 224K |
| Linde Plc | Shares | $21.3M | 43K | |
| Celestica Inc | CLS | Shares | $20.9M | 74K |
| Mks Inc. | MKSI | Shares | $20.1M | 88K |
| Siteone Landscape Supply Inc | SITE | Shares | $18.6M | 140K |
| C H Robinson Worldwide In | CHRW | Shares | $18.2M | 109K |
| Woodward Inc | WWD | Shares | $13.9M | 39K |
| Wingstop Inc | WING | Shares | $12.7M | 82K |
| Jbs N.V. | Shares | $9.9M | 550K | |
| On Hldg Ag | Shares | $8.7M | 257K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.