Rivermont Capital Management LP
CIK: 0001965613Latest portfolio: $421.0M · Q4 2025
Holdings
22
Total Value
$421.0M
New Positions
8
Closed Positions
5
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | SSFSENSIENT TECHNOLOGIES CORP | 341,968 | $32.1M | 7.63% | +265K | |
| 2 | STXSEAGATE TECHNOLOGY HLDNGS PL | 116,496 | $32.1M | 7.62% | -33,715 | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 50,814 | $29.5M | 7.01% | +12K | |
| 4 | WDCWESTERN DIGITAL CORP | 154,309 | $26.6M | 6.31% | -71,232 | |
| 5 | TTMITTM TECHNOLOGIES INC | 377,894 | $26.1M | 6.19% | +298K | |
| 6 | CLSCELESTICA INC | 79,893 | $23.6M | 5.61% | -28,010 | |
| 7 | WWDWOODWARD INC | 76,874 | $23.2M | 5.52% | NEW | |
| 8 | ROSTROSS STORES INC | 122,948 | $22.1M | 5.26% | NEW | |
| 9 | WTWWILLIS TOWERS WATSON PLC LTD | 66,320 | $21.8M | 5.18% | -18,788 | |
| 10 | NWSANEWS CORP NEW | 774,287 | $20.2M | 4.80% | -97,234 | |
| 11 | FERGFERGUSON ENTERPRISES INC | 83,032 | $18.5M | 4.39% | -60,752 | |
| 12 | CEGCONSTELLATION ENERGY CORP | 50,970 | $18.0M | 4.28% | -14,764 | |
| 13 | JHXJAMES HARDIE INDS PLC | 857,177 | $17.8M | 4.23% | NEW | |
| 14 | CHRWC H ROBINSON WORLDWIDE INC | 106,409 | $17.1M | 4.06% | NEW | |
| 15 | CVNACARVANA CO | 38,290 | $16.2M | 3.84% | NEW | |
| 16 | WINGWINGSTOP INC | 62,000 | $14.8M | 3.51% | NEW | |
| 17 | VFCV F CORP | 760,112 | $13.7M | 3.26% | +160K | |
| 18 | FNDFLOOR & DECOR HLDGS INC | 218,475 | $13.3M | 3.16% | NEW | |
| 19 | TPRTAPESTRY INC | 91,677 | $11.7M | 2.78% | -88,506 | |
| 20 | SSNCSS&C TECHNOLOGIES HLDGS INC | 129,190 | $11.3M | 2.68% | -28,253 | |
| 21 | CLHCLEAN HARBORS INC | 44,262 | $10.4M | 2.47% | -78,390 | |
| 22 | CRCLCIRCLE INTERNET GROUP INC | 10,000 | $793K | 0.19% | NEW |
Quarterly Changes
New Positions
Sector Breakdown
Consumer Cyclical0.0% ($221471615914786127872.0T)
Technology0.0% ($3208126582260742.5T)
Industrials0.0% ($23240184851.7T)
Communication Services0.0% ($3.0T)
Financial Services0.0% ($21.8B)
Unknown0.0% ($32.1M)
Utilities0.0% ($18.0M)
Basic Materials0.0% ($17.8M)
Filing History
Fund Information
Rivermont Capital Management LP is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $421.0M across 22 holdings. The largest position is SENSIENT TECHNOLOGIES CORP (SSF), representing 7.6% of the portfolio. Compared to the previous quarter, the fund opened 8 new positions and closed 5 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.