Rivermont Capital Management LP Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$197.7B
Holdings
17
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WTWWILLIS TOWERS WATSON PLC LTD | 75,181 | $25.4B | 12.85% | |
| 2 | NWSANEWS CORP NEW | 788,861 | $21.5B | 10.86% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 32,256 | $17.7B | 8.97% | |
| 4 | CLHCLEAN HARBORS INC | 86,916 | $17.1B | 8.66% | |
| 5 | SSNCSS&C TECHNOLOGIES HLDGS INC | 178,683 | $14.9B | 7.55% | |
| 6 | TPRTAPESTRY INC | 204,579 | $14.4B | 7.28% | |
| 7 | FERGFERGUSON ENTERPRISES INC | 82,352 | $13.2B | 6.67% | |
| 8 | ACVAACV AUCTIONS INC | 774,949 | $10.9B | 5.52% | |
| 9 | CNKCINEMARK HLDGS INC | 369,083 | $9.2B | 4.65% | |
| 10 | USFDUS FOODS HLDG CORP | 132,293 | $8.7B | 4.38% | |
| 11 | PATKPATRICK INDS INC | 101,945 | $8.6B | 4.36% | |
| 12 | SSFSENSIENT TECHNOLOGIES CORP | 111,242 | $8.3B | 4.19% | |
| 13 | CEGCONSTELLATION ENERGY CORP | 39,893 | $8.0B | 4.07% | |
| 14 | JLLJONES LANG LASALLE INC | 30,369 | $7.5B | 3.81% | |
| 15 | WDCWESTERN DIGITAL CORP | 173,086 | $7.0B | 3.54% | |
| 16 | BCBRUNSWICK CORP | 54,373 | $2.9B | 1.48% | |
| 17 | ECGEVERUS CONSTR GROUP | 62,089 | $2.3B | 1.16% |