Rivermont Capital Management as of Sept. 30, 2024
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 17 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Constellation Energy (CEG) | 12.1 | $26M | 99k | 260.02 | |
| Willis Towers Watson SHS (WTW) | 11.0 | $23M | 79k | 294.53 | |
| Jones Lang LaSalle Incorporated (JLL) | 10.4 | $22M | 81k | 269.81 | |
| Acv Auctions Com Cl A (ACVA) | 9.0 | $19M | 936k | 20.33 | |
| Clean Harbors (CLH) | 7.0 | $15M | 62k | 241.71 | |
| Ss&c Technologies Holding (SSNC) | 7.0 | $15M | 200k | 74.21 | |
| Western Digital (WDC) | 6.5 | $14M | 201k | 68.29 | |
| News Corp Cl A (NWSA) | 6.1 | $13M | 487k | 26.63 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.7 | $12M | 61k | 198.57 | |
| Ge Vernova (GEV) | 5.0 | $11M | 42k | 254.98 | |
| Patrick Industries (PATK) | 4.2 | $8.9M | 63k | 142.37 | |
| Boot Barn Hldgs (BOOT) | 3.4 | $7.3M | 43k | 167.28 | |
| Us Foods Hldg Corp call (USFD) | 3.4 | $7.2M | 117k | 61.50 | |
| Aspen Technology | 3.3 | $7.0M | 29k | 238.82 | |
| Trimble Navigation (TRMB) | 2.7 | $5.7M | 92k | 62.09 | |
| V.F. Corporation (VFC) | 2.1 | $4.4M | 219k | 19.95 | |
| Dutch Bros Cl A (BROS) | 1.3 | $2.7M | 83k | 32.03 |
