Rivermont Capital Management LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$265.5B
Holdings
19
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WTWWILLIS TOWERS WATSON PLC LTD | 91,384 | $28.6B | 10.78% | |
| 2 | LPLALPL FINL HLDGS INC | 60,062 | $19.6B | 7.39% | |
| 3 | TPRTAPESTRY INC | 275,083 | $18.0B | 6.77% | |
| 4 | CEGCONSTELLATION ENERGY CORP | 78,977 | $17.7B | 6.65% | |
| 5 | ACVAACV AUCTIONS INC | 799,177 | $17.3B | 6.50% | |
| 6 | NWSANEWS CORP NEW | 617,177 | $17.0B | 6.40% | |
| 7 | ECGEVERUS CONSTR GROUP | 232,766 | $15.3B | 5.76% | |
| 8 | CLHCLEAN HARBORS INC | 59,567 | $13.7B | 5.16% | |
| 9 | HOODROBINHOOD MKTS INC | 353,000 | $13.2B | 4.95% | |
| 10 | JLLJONES LANG LASALLE INC | 50,637 | $12.8B | 4.83% | |
| 11 | MRVLMARVELL TECHNOLOGY INC | 113,967 | $12.6B | 4.74% | |
| 12 | SPOTSPOTIFY TECHNOLOGY S A | 28,100 | $12.6B | 4.73% | |
| 13 | WDCWESTERN DIGITAL CORP | 210,045 | $12.5B | 4.72% | |
| 14 | PATKPATRICK INDS INC | 147,899 | $12.3B | 4.63% | |
| 15 | SSNCSS&C TECHNOLOGIES HLDGS INC | 150,002 | $11.4B | 4.28% | |
| 16 | USFDUS FOODS HLDG CORP | 163,246 | $11.0B | 4.15% | |
| 17 | FERGFERGUSON ENTERPRISES INC | 62,052 | $10.8B | 4.06% | |
| 18 | VFCV F CORP | 223,287 | $4.8B | 1.80% | |
| 19 | MTNVAIL RESORTS INC | 24,000 | $4.5B | 1.69% |