Rivermont Capital Management as of Dec. 31, 2023
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 22 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferguson SHS (FERG) | 8.7 | $21M | 110k | 193.07 | |
| Willis Towers Watson SHS (WTW) | 8.1 | $20M | 82k | 241.20 | |
| News Corp Cl A (NWSA) | 6.1 | $15M | 612k | 24.55 | |
| Fortrea Hldgs Common Stock (FTRE) | 5.7 | $14M | 402k | 34.90 | |
| Bath & Body Works In (BBWI) | 5.7 | $14M | 325k | 43.16 | |
| Crane Company Common Stock (CR) | 5.5 | $13M | 114k | 118.14 | |
| Constellation Energy (CEG) | 5.3 | $13M | 112k | 116.89 | |
| Discover Financial Services (DFS) | 4.9 | $12M | 107k | 112.40 | |
| Us Foods Hldg Corp call (USFD) | 4.8 | $12M | 259k | 45.41 | |
| Martin Marietta Materials (MLM) | 4.6 | $11M | 23k | 498.91 | |
| Aspen Technology (AZPN) | 4.4 | $11M | 49k | 220.15 | |
| Acv Auctions Com Cl A (ACVA) | 4.3 | $11M | 697k | 15.15 | |
| FleetCor Technologies | 4.2 | $10M | 36k | 282.61 | |
| Jones Lang LaSalle Incorporated (JLL) | 3.8 | $9.3M | 49k | 188.87 | |
| Intercontinental Exchange (ICE) | 3.8 | $9.2M | 72k | 128.43 | |
| Avantor (AVTR) | 3.7 | $9.1M | 401k | 22.83 | |
| Lamar Advertising Cl A (LAMR) | 3.5 | $8.5M | 80k | 106.28 | |
| Ncr Atleos Corporation Com Shs (NATL) | 2.7 | $6.7M | 274k | 24.29 | |
| Cbre Group Cl A (CBRE) | 2.6 | $6.4M | 69k | 93.09 | |
| Boot Barn Hldgs (BOOT) | 2.6 | $6.4M | 83k | 76.76 | |
| NCR Corporation (VYX) | 2.5 | $6.1M | 362k | 16.91 | |
| Vontier Corporation (VNT) | 2.3 | $5.7M | 164k | 34.55 |
