Rivermont Capital Management LP
20 holdingsFiling period: 2026-03-31Current AUM: $532.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | SEAGATE TECHNOLOGY HLDNGS PL | 122.1K | $47.8M | $47.8M | 8.99% | +5.6K | 2026-03-31 |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | 552.4K | $47.8M | $68.3M | 12.84% | +210.5K | 2026-03-31 |
| 3 | WDC | WESTERN DIGITAL CORP | 115.7K | $31.3M | $63.0M | 11.84% | -38,644 | 2026-03-31 |
| 4 | — | SPOTIFY TECHNOLOGY S A | 63.9K | $31.0M | $31.0M | 5.82% | +13.1K | 2026-03-31 |
| 5 | WMB | WILLIAMS COS INC | 372.1K | $27.1M | $26.6M | 5.00% | -- | 2026-03-31 |
| 6 | ROST | ROSS STORES INC | 123.1K | $26.7M | $30.9M | 5.81% | +190 | 2026-03-31 |
| 7 | LITE | LUMENTUM HLDGS INC | 35.6K | $25.0M | $25.4M | 4.77% | -- | 2026-03-31 |
| 8 | RTO | RENTOKIL INITIAL PLC | 793.5K | $25.0M | $18.5M | 3.48% | -- | 2026-03-31 |
| 9 | FERG | FERGUSON ENTERPRISES INC | 103.1K | $24.0M | $24.2M | 4.54% | +20.0K | 2026-03-31 |
| 10 | FND | FLOOR & DECOR HLDGS INC | 450.6K | $22.9M | $25.9M | 4.88% | +232.2K | 2026-03-31 |
| 11 | TTMI | TTM TECHNOLOGIES INC | 224.5K | $21.9M | $25.9M | 4.87% | -153,413 | 2026-03-31 |
| 12 | — | LINDE PLC | 43.0K | $21.3M | $21.3M | 4.00% | -- | 2026-03-31 |
| 13 | CLS | CELESTICA INC | 74.3K | $20.9M | $24.6M | 4.63% | -5,621 | 2026-03-31 |
| 14 | MKSI | MKS INC. | 87.5K | $20.1M | $26.0M | 4.89% | -- | 2026-03-31 |
| 15 | SITE | SITEONE LANDSCAPE SUPPLY INC | 139.7K | $18.6M | $13.2M | 2.48% | -- | 2026-03-31 |
| 16 | CHRW | C H ROBINSON WORLDWIDE IN | 109.3K | $18.1M | $16.1M | 3.03% | +2.9K | 2026-03-31 |
| 17 | WWD | WOODWARD INC | 38.8K | $13.9M | $14.0M | 2.63% | -38,122 | 2026-03-31 |
| 18 | WING | WINGSTOP INC | 82.0K | $12.7M | $10.6M | 2.00% | +20.0K | 2026-03-31 |
| 19 | — | JBS N.V. | 550.0K | $9.9M | $9.9M | 1.86% | -- | 2026-03-31 |
| 20 | — | ON HLDG AG | 256.9K | $8.7M | $8.7M | 1.64% | -- | 2026-03-31 |
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