§ 13F · FUND PROFILE
Rivermont Capital Management LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $379M (13F)Positions · 19Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$156M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 122K | $48M | 10.1% | +5% |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | 552K | $48M | 10.1% | +62% |
| 3 | WDC | WESTERN DIGITAL CORP | 116K | $31M | 6.6% | −25% |
| 4 | SPOT | SPOTIFY TECHNOLOGY S A | 64K | $31M | 6.5% | +26% |
| 5 | WMB | WILLIAMS COS INC | 372K | $27M | 5.7% | NEW |
| 6 | ROST | ROSS STORES INC | 123K | $27M | 5.6% | ±0% |
| 7 | LITE | LUMENTUM HLDGS INC | 36K | $25M | 5.3% | NEW |
| 8 | RTO | RENTOKIL INITIAL PLC | 793K | $25M | 5.3% | NEW |
| 9 | FERG | FERGUSON ENTERPRISES INC | 103K | $24M | 5.1% | +24% |
| 10 | FND | FLOOR & DECOR HLDGS INC | 451K | $23M | 4.8% | +106% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE RIVERMONT SIGNAL
AC read
Rivermont Capital Management LP is a Other fund managing $379 million in assets. The fund runs a focused portfolio of just 19 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed