Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Rivermont Capital Management LP (CIK 1965613) reported $474.7M across 20 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: STX ($47.8M, 10.08%), SXT ($47.8M, 10.06%), WDC ($31.3M, 6.59%), SPOT ($31.0M, 6.52%), WMB ($27.1M, 5.71%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $47.8M | 10.08% | 122,125 | Added |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | $47.8M | 10.06% | 552,429 | Added |
| 3 | WDC | WESTERN DIGITAL CORP | $31.3M | 6.59% | 115,665 | Trimmed |
| 4 | SPOT | SPOTIFY TECHNOLOGY S A | $31.0M | 6.52% | 63,868 | Added |
| 5 | WMB | WILLIAMS COS INC | $27.1M | 5.71% | 372,086 | New |
| 6 | ROST | ROSS STORES INC | $26.7M | 5.62% | 123,138 | Added |
| 7 | LITE | LUMENTUM HLDGS INC | $25.0M | 5.27% | 35,577 | New |
| 8 | RTO | RENTOKIL INITIAL PLC | $25.0M | 5.26% | 793,454 | New |
| 9 | FERG | FERGUSON ENTERPRISES INC | $24.0M | 5.06% | 103,063 | Added |
| 10 | FND | FLOOR & DECOR HLDGS INC | $22.9M | 4.82% | 450,650 | Added |
| 11 | TTMI | TTM TECHNOLOGIES INC | $21.9M | 4.61% | 224,481 | Trimmed |
| 12 | LIN | LINDE PLC | $21.3M | 4.49% | 42,969 | New |
| 13 | CLS | CELESTICA INC | $20.9M | 4.41% | 74,272 | Trimmed |
| 14 | MKSI | MKS INC. | $20.1M | 4.24% | 87,537 | New |
| 15 | SITE | SITEONE LANDSCAPE SUPPLY INC | $18.6M | 3.92% | 139,702 | New |
| 16 | CHRW | C H ROBINSON WORLDWIDE IN | $18.2M | 3.82% | 109,293 | Added |
| 17 | WWD | WOODWARD INC | $13.9M | 2.92% | 38,752 | Trimmed |
| 18 | WING | WINGSTOP INC | $12.7M | 2.68% | 82,021 | Added |
| 19 | JBS | JBS N.V. | $9.9M | 2.08% | 550,000 | New |
| 20 | ONON | ON HLDG AG | $8.7M | 1.84% | 256,950 | New |
| 21 | CVNA | CARVANA CO | $0 | 0.00% | 0 | Exited |
| 22 | CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | Exited |
| 23 | CLH | CLEAN HARBORS INC | $0 | 0.00% | 0 | Exited |
| 24 | CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | Exited |
| 25 | NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31