Rivermont Capital Management as of Sept. 30, 2023
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 19 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 9.4 | $21M | 101k | 208.96 | |
| Ferguson SHS | 9.1 | $20M | 124k | 164.47 | |
| Constellation Energy (CEG) | 8.1 | $18M | 167k | 109.08 | |
| Aspen Technology (AZPN) | 7.4 | $17M | 81k | 204.26 | |
| Martin Marietta Materials (MLM) | 5.8 | $13M | 31k | 410.48 | |
| Burlington Stores (BURL) | 5.7 | $13M | 95k | 135.30 | |
| News Corp Cl A (NWSA) | 5.6 | $12M | 619k | 20.06 | |
| NCR Corporation (VYX) | 5.1 | $12M | 425k | 26.97 | |
| Crane Company Common Stock (CR) | 5.1 | $11M | 129k | 88.84 | |
| Boot Barn Hldgs (BOOT) | 4.7 | $11M | 130k | 81.19 | |
| FleetCor Technologies | 4.7 | $11M | 41k | 255.34 | |
| Bath & Body Works In (BBWI) | 4.6 | $10M | 307k | 33.80 | |
| Acv Auctions Com Cl A (ACVA) | 4.2 | $9.3M | 612k | 15.18 | |
| Lpl Financial Holdings (LPLA) | 3.9 | $8.7M | 37k | 237.65 | |
| Jones Lang LaSalle Incorporated (JLL) | 3.7 | $8.2M | 58k | 141.18 | |
| Vontier Corporation (VNT) | 3.7 | $8.2M | 264k | 30.92 | |
| Fortrea Hldgs Common Stock (FTRE) | 3.6 | $8.0M | 280k | 28.59 | |
| Bio Rad Labs Cl A (BIO) | 3.1 | $7.0M | 20k | 358.45 | |
| Avidxchange Holdings (AVDX) | 2.5 | $5.5M | 579k | 9.48 |
