Rivermont Capital Management as of June 30, 2024
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 11.7 | $27M | 104k | 262.14 | |
| News Corp Cl A (NWSA) | 9.0 | $21M | 761k | 27.57 | |
| Jones Lang LaSalle Incorporated (JLL) | 7.0 | $16M | 80k | 205.28 | |
| Constellation Energy (CEG) | 6.6 | $16M | 77k | 200.27 | |
| Acv Auctions Com Cl A (ACVA) | 6.6 | $15M | 844k | 18.25 | |
| Us Foods Hldg Corp call (USFD) | 6.5 | $15M | 285k | 52.98 | |
| Crane Company Common Stock (CR) | 6.3 | $15M | 101k | 144.98 | |
| Clean Harbors (CLH) | 6.1 | $14M | 63k | 226.15 | |
| Ferguson SHS | 4.7 | $11M | 56k | 193.65 | |
| Martin Marietta Materials (MLM) | 4.2 | $9.9M | 18k | 541.80 | |
| Bath & Body Works In (BBWI) | 4.2 | $9.8M | 250k | 39.05 | |
| Aspen Technology | 3.9 | $9.2M | 46k | 198.63 | |
| Patrick Industries (PATK) | 3.8 | $8.9M | 82k | 108.55 | |
| Boot Barn Hldgs (BOOT) | 3.8 | $8.9M | 69k | 128.93 | |
| Lpl Financial Holdings (LPLA) | 3.7 | $8.7M | 31k | 279.30 | |
| Apollo Global Mgmt (APO) | 3.7 | $8.5M | 72k | 118.07 | |
| Trimble Navigation (TRMB) | 3.2 | $7.4M | 133k | 55.92 | |
| Six Flags Entertainment (SIX) | 2.8 | $6.6M | 200k | 33.14 | |
| Fortrea Hldgs Common Stock (FTRE) | 2.2 | $5.1M | 219k | 23.34 |
