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 $704.8M across 20 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: STX ($109.7M, 15.56%), SXT ($69.6M, 9.87%), TTMI ($54.1M, 7.68%), CHRW ($43.4M, 6.16%), WWD ($43.0M, 6.10%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | STX | SEAGATE TECHNOLOGY HLDNGS PL | $109.7M | 15.56% | 113,669 | Trimmed |
| 2 | SXT | SENSIENT TECHNOLOGIES CORP | $69.6M | 9.87% | 564,209 | Added |
| 3 | TTMI | TTM TECHNOLOGIES INC | $54.1M | 7.68% | 289,248 | Added |
| 4 | CHRW | C H ROBINSON WORLDWIDE IN | $43.4M | 6.16% | 230,439 | Added |
| 5 | WWD | WOODWARD INC | $43.0M | 6.10% | 101,026 | Added |
| 6 | FERG | FERGUSON ENTERPRISES INC | $39.7M | 5.63% | 167,309 | Added |
| 7 | WDC | WESTERN DIGITAL CORP | $34.5M | 4.89% | 54,000 | Trimmed |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $33.3M | 4.72% | 69,725 | New |
| 9 | CIFR | CIPHER DIGITAL INC | $30.4M | 4.32% | 1.2M | New |
| 10 | VSH | VISHAY INTERTECHNOLOGY INC | $30.0M | 4.26% | 558,209 | New |
| 11 | FND | FLOOR & DECOR HLDGS INC | $26.9M | 3.82% | 453,890 | Added |
| 12 | RTO | RENTOKIL INITIAL PLC | $26.3M | 3.73% | 919,926 | Added |
| 13 | ARW | ARROW ELECTRS INC | $24.6M | 3.49% | 115,096 | New |
| 14 | WAT | WATERS CORP | $24.6M | 3.48% | 65,467 | New |
| 15 | AAP | ADVANCE AUTO PARTS INC | $21.8M | 3.09% | 350,000 | New |
| 16 | SITM | SITIME CORP | $21.0M | 2.98% | 28,191 | New |
| 17 | SPOT | SPOTIFY TECHNOLOGY S A | $20.5M | 2.91% | 44,604 | Trimmed |
| 18 | TREX | TREX INC | $20.2M | 2.86% | 403,273 | New |
| 19 | SITE | SITEONE LANDSCAPE SUPPLY INC | $19.6M | 2.78% | 171,191 | Added |
| 20 | HUT | HUT 8 CORP | $11.7M | 1.66% | 101,121 | New |
| 21 | ROST | ROSS STORES INC | $0 | 0.00% | 0 | Exited |
| 22 | MKSI | MKS INC. | $0 | 0.00% | 0 | Exited |
| 23 | WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | Exited |
| 24 | JBS | JBS N.V. | $0 | 0.00% | 0 | Exited |
| 25 | CLS | CELESTICA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30