Rivermont Capital Management LP
20 holdingsFiling period: 2026-06-30Current AUM: $573.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Seagate Technology Hldngs PL | 113.7K | $109.7M | $109.7M | 19.11% | -8,456 | 2026-06-30 |
| 2 | SXT | Sensient Technologies Corp | 564.2K | $69.6M | $74.2M | 12.92% | +11.8K | 2026-06-30 |
| 3 | TTMI | Ttm Technologies Inc | 289.2K | $54.1M | $24.7M | 4.31% | +64.8K | 2026-06-30 |
| 4 | CHRW | C H Robinson Worldwide in | 230.4K | $43.4M | $32.3M | 5.63% | +121.1K | 2026-06-30 |
| 5 | WWD | Woodward Inc | 101.0K | $43.0M | $30.9M | 5.38% | +62.3K | 2026-06-30 |
| 6 | FERG | Ferguson Enterprises Inc | 167.3K | $39.7M | $38.4M | 6.69% | +64.2K | 2026-06-30 |
| 7 | WDC | Western Digital Corp | 54.0K | $34.5M | $19.2M | 3.35% | -61,665 | 2026-06-30 |
| 8 | TSM | Taiwan Semiconductor Manufac | 69.7K | $33.3M | $29.6M | 5.16% | -- | 2026-06-30 |
| 9 | CIFR | Cipher Digital Inc | 1.24M | $30.4M | $9.6M | 1.67% | -- | 2026-06-30 |
| 10 | VSH | Vishay Intertechnology Inc | 558.2K | $30.0M | $14.9M | 2.60% | -- | 2026-06-30 |
| 11 | FND | Floor & Decor Hldgs Inc | 453.9K | $26.9M | $21.5M | 3.75% | +3.2K | 2026-06-30 |
| 12 | RTO | Rentokil Initial PLC | 919.9K | $26.3M | $20.8M | 3.62% | +126.5K | 2026-06-30 |
| 13 | ARW | Arrow Electrs Inc | 115.1K | $24.6M | $24.7M | 4.30% | -- | 2026-06-30 |
| 14 | WAT | Waters Corp | 65.5K | $24.6M | $29.9M | 5.20% | -- | 2026-06-30 |
| 15 | AAP | Advance Auto Parts Inc | 350.0K | $21.8M | $16.3M | 2.84% | -- | 2026-06-30 |
| 16 | SITM | Sitime Corp | 28.2K | $21.0M | $13.1M | 2.28% | -- | 2026-06-30 |
| 17 | — | Spotify Technology S A | 44.6K | $20.5M | $20.5M | 3.57% | -19,264 | 2026-06-30 |
| 18 | TREX | Trex Inc | 403.3K | $20.2M | $20.0M | 3.48% | -- | 2026-06-30 |
| 19 | SITE | Siteone Landscape Supply Inc | 171.2K | $19.6M | $17.4M | 3.03% | +31.5K | 2026-06-30 |
| 20 | HUT | Hut 8 Corp | 101.1K | $11.7M | $6.4M | 1.11% | -- | 2026-06-30 |
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