Rivermont Capital Management as of March 31, 2023
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 20 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 9.4 | $17M | 74k | 232.38 | |
| Ferguson SHS (FERG) | 8.8 | $16M | 120k | 133.75 | |
| Bio Rad Labs Cl A (BIO) | 7.4 | $14M | 28k | 479.02 | |
| FleetCor Technologies | 7.4 | $13M | 64k | 210.85 | |
| Crane Holdings (CXT) | 7.1 | $13M | 114k | 113.50 | |
| Ss&c Technologies Holding (SSNC) | 6.7 | $12M | 215k | 56.47 | |
| News Corp Cl A (NWSA) | 6.5 | $12M | 688k | 17.27 | |
| Tapestry (TPR) | 5.5 | $10M | 231k | 43.11 | |
| Deckers Outdoor Corporation (DECK) | 5.1 | $9.3M | 21k | 449.55 | |
| Vontier Corporation (VNT) | 5.1 | $9.2M | 338k | 27.34 | |
| Acv Auctions Com Cl A (ACVA) | 5.1 | $9.2M | 715k | 12.91 | |
| Martin Marietta Materials (MLM) | 5.0 | $9.1M | 26k | 355.06 | |
| Constellation Energy (CEG) | 4.9 | $8.9M | 114k | 78.50 | |
| European Wax Ctr Class A Com (EWCZ) | 3.1 | $5.5M | 292k | 19.00 | |
| Eventbrite Com Cl A (EB) | 2.7 | $4.9M | 565k | 8.58 | |
| Prog Holdings Com Npv (PRG) | 2.6 | $4.8M | 200k | 23.79 | |
| Aspen Technology (AZPN) | 2.5 | $4.5M | 20k | 228.87 | |
| Boot Barn Hldgs (BOOT) | 2.3 | $4.3M | 56k | 76.64 | |
| Charles River Laboratories (CRL) | 2.2 | $3.9M | 20k | 201.82 | |
| Bath & Body Works In (BBWI) | 0.6 | $1.0M | 28k | 36.58 |
