Rivermont Capital Management as of June 30, 2023
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 20 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferguson SHS (FERG) | 9.7 | $21M | 133k | 157.31 | |
| Martin Marietta Materials (MLM) | 8.8 | $19M | 41k | 461.69 | |
| Boot Barn Hldgs (BOOT) | 7.3 | $16M | 188k | 84.69 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 6.6 | $14M | 59k | 241.33 | |
| FleetCor Technologies | 6.6 | $14M | 57k | 251.08 | |
| Crane Company Common Stock (CR) | 6.1 | $13M | 148k | 89.12 | |
| Constellation Energy (CEG) | 5.7 | $13M | 136k | 91.55 | |
| News Corp Cl A (NWSA) | 5.7 | $12M | 633k | 19.50 | |
| Willis Towers Watson SHS (WTW) | 5.0 | $11M | 46k | 235.50 | |
| Vontier Corporation (VNT) | 4.8 | $10M | 324k | 32.21 | |
| Acv Auctions Com Cl A (ACVA) | 4.5 | $9.8M | 566k | 17.27 | |
| Ss&c Technologies Holding (SSNC) | 4.2 | $9.2M | 152k | 60.60 | |
| Jones Lang LaSalle Incorporated (JLL) | 4.2 | $9.2M | 59k | 155.80 | |
| Tapestry (TPR) | 3.9 | $8.5M | 200k | 42.80 | |
| Bio Rad Labs Cl A (BIO) | 3.6 | $7.8M | 21k | 379.12 | |
| Bath & Body Works In (BBWI) | 3.3 | $7.1M | 189k | 37.50 | |
| Hubbell (HUBB) | 3.2 | $6.9M | 21k | 331.56 | |
| Gogo (GOGO) | 2.6 | $5.6M | 326k | 17.01 | |
| Aspen Technology (AZPN) | 2.4 | $5.2M | 31k | 167.61 | |
| Deckers Outdoor Corporation (DECK) | 1.9 | $4.2M | 7.9k | 527.66 |
