Rivermont Capital Management LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$313.7B
Holdings
17
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FERGFERGUSON ENTERPRISES INC | 152,678 | $33.2B | 10.60% | |
| 2 | CLSCELESTICA INC | 191,098 | $29.8B | 9.51% | |
| 3 | TPRTAPESTRY INC | 326,205 | $28.6B | 9.13% | |
| 4 | SSFSENSIENT TECHNOLOGIES CORP | 282,566 | $27.8B | 8.88% | |
| 5 | WTWWILLIS TOWERS WATSON PLC LTD | 84,258 | $25.8B | 8.23% | |
| 6 | CEGCONSTELLATION ENERGY CORP | 75,170 | $24.3B | 7.73% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 25,455 | $19.5B | 6.23% | |
| 8 | NWSANEWS CORP NEW | 628,689 | $18.7B | 5.96% | |
| 9 | CLHCLEAN HARBORS INC | 80,743 | $18.7B | 5.95% | |
| 10 | SSNCSS&C TECHNOLOGIES HLDGS INC | 215,321 | $17.8B | 5.68% | |
| 11 | HOODROBINHOOD MKTS INC | 178,388 | $16.7B | 5.32% | |
| 12 | WWDWOODWARD INC | 67,935 | $16.7B | 5.31% | |
| 13 | AMDADVANCED MICRO DEVICES INC | 75,550 | $10.7B | 3.42% | |
| 14 | USFDUS FOODS HLDG CORP | 106,179 | $8.2B | 2.61% | |
| 15 | JBSJBS N.V. | 476,250 | $7.0B | 2.22% | |
| 16 | FUNSIX FLAGS ENTERTAINMENT CORP | 228,050 | $6.9B | 2.21% | |
| 17 | GOGROCERY OUTLET HLDG CORP | 254,174 | $3.2B | 1.01% |