Rivermont Capital Management as of March 31, 2024
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 10.2 | $28M | 102k | 275.00 | |
| Ferguson SHS | 8.6 | $24M | 108k | 218.43 | |
| Constellation Energy (CEG) | 6.6 | $18M | 98k | 184.85 | |
| Martin Marietta Materials (MLM) | 6.4 | $18M | 29k | 613.94 | |
| Acv Auctions Com Cl A (ACVA) | 6.2 | $17M | 900k | 18.77 | |
| Bath & Body Works In (BBWI) | 6.0 | $16M | 325k | 50.02 | |
| Jones Lang LaSalle Incorporated (JLL) | 5.9 | $16M | 83k | 195.09 | |
| Atmus Filtration Technologies Ord (ATMU) | 5.6 | $15M | 477k | 32.25 | |
| Crane Company Common Stock (CR) | 5.6 | $15M | 113k | 135.13 | |
| News Corp Cl A (NWSA) | 5.4 | $15M | 566k | 26.18 | |
| Fortrea Hldgs Common Stock (FTRE) | 5.0 | $14M | 341k | 40.14 | |
| Us Foods Hldg Corp call (USFD) | 4.7 | $13M | 235k | 53.97 | |
| Trimble Navigation (TRMB) | 4.6 | $13M | 196k | 64.36 | |
| Vontier Corporation (VNT) | 4.4 | $12M | 267k | 45.36 | |
| Avantor (AVTR) | 4.4 | $12M | 468k | 25.57 | |
| Patrick Industries (PATK) | 4.2 | $12M | 97k | 119.47 | |
| Aspen Technology (AZPN) | 3.6 | $9.7M | 46k | 213.28 | |
| Corpay Com Shs (CPAY) | 1.8 | $4.8M | 16k | 308.54 | |
| Boot Barn Hldgs (BOOT) | 0.7 | $2.0M | 21k | 95.15 |
