Rivermont Capital Management LP Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$378.6B
Holdings
19
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | STXSEAGATE TECHNOLOGY HLDNGS PL | 150,211 | $35.5B | 9.37% | |
| 2 | FERGFERGUSON ENTERPRISES INC | 143,784 | $32.3B | 8.53% | |
| 3 | WTWWILLIS TOWERS WATSON PLC LTD | 85,108 | $29.4B | 7.77% | |
| 4 | CLHCLEAN HARBORS INC | 122,652 | $28.5B | 7.52% | |
| 5 | WDCWESTERN DIGITAL CORP | 225,541 | $27.1B | 7.15% | |
| 6 | SPOTSPOTIFY TECHNOLOGY S A | 38,770 | $27.1B | 7.15% | |
| 7 | NWSANEWS CORP NEW | 871,521 | $26.8B | 7.07% | |
| 8 | CLSCELESTICA INC | 107,903 | $26.6B | 7.02% | |
| 9 | GOGROCERY OUTLET HLDG CORP | 1,350,075 | $21.7B | 5.72% | |
| 10 | CEGCONSTELLATION ENERGY CORP | 65,734 | $21.6B | 5.71% | |
| 11 | TPRTAPESTRY INC | 180,183 | $20.4B | 5.39% | |
| 12 | LPXLOUISIANA PAC CORP | 182,828 | $16.2B | 4.29% | |
| 13 | SSNCSS&C TECHNOLOGIES HLDGS INC | 157,443 | $14.0B | 3.69% | |
| 14 | MDBMONGODB INC | 40,238 | $12.5B | 3.30% | |
| 15 | JBSJBS N.V. | 680,978 | $10.2B | 2.69% | |
| 16 | VFCV F CORP | 600,200 | $8.7B | 2.29% | |
| 17 | HOODROBINHOOD MKTS INC | 58,648 | $8.4B | 2.22% | |
| 18 | SSFSENSIENT TECHNOLOGIES CORP | 76,627 | $7.2B | 1.90% | |
| 19 | TTMITTM TECHNOLOGIES INC | 80,000 | $4.6B | 1.22% |