Rivermont Capital Management as of Dec. 31, 2022
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 11.5 | $18M | 75k | 244.58 | |
| Ferguson SHS | 10.3 | $16M | 129k | 126.97 | |
| News Corp Cl A (NWSA) | 7.4 | $12M | 645k | 18.20 | |
| FleetCor Technologies | 7.1 | $11M | 61k | 183.68 | |
| Constellation Energy (CEG) | 7.1 | $11M | 130k | 86.21 | |
| Tapestry (TPR) | 6.7 | $11M | 278k | 38.08 | |
| Deckers Outdoor Corporation (DECK) | 6.7 | $11M | 26k | 399.16 | |
| Bio Rad Labs Cl A (BIO) | 6.4 | $10M | 24k | 420.49 | |
| Crane Holdings (CXT) | 4.9 | $7.7M | 76k | 100.45 | |
| LKQ Corporation (LKQ) | 4.8 | $7.6M | 143k | 53.41 | |
| Martin Marietta Materials (MLM) | 4.7 | $7.4M | 22k | 337.97 | |
| Lpl Financial Holdings (LPLA) | 4.7 | $7.4M | 34k | 216.17 | |
| Ss&c Technologies Holding (SSNC) | 4.5 | $7.1M | 137k | 52.06 | |
| Aspen Technology (AZPN) | 3.4 | $5.4M | 27k | 205.40 | |
| Acv Auctions Com Cl A (ACVA) | 3.1 | $4.9M | 593k | 8.21 | |
| First Solar (FSLR) | 2.5 | $3.9M | 26k | 149.79 | |
| Manchester Utd Ord Cl A (MANU) | 2.2 | $3.5M | 151k | 23.33 | |
| European Wax Ctr Class A Com (EWCZ) | 2.0 | $3.1M | 251k | 12.45 |
