Rivermont Capital Management as of Dec. 31, 2024
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 19 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 10.8 | $29M | 91k | 313.24 | |
| Lpl Financial Holdings (LPLA) | 7.4 | $20M | 60k | 326.51 | |
| Tapestry (TPR) | 6.8 | $18M | 275k | 65.33 | |
| Constellation Energy (CEG) | 6.7 | $18M | 79k | 223.71 | |
| Acv Auctions Com Cl A (ACVA) | 6.5 | $17M | 799k | 21.60 | |
| News Corp Cl A (NWSA) | 6.4 | $17M | 617k | 27.54 | |
| Everus Constr Group (ECG) | 5.8 | $15M | 233k | 65.75 | |
| Clean Harbors (CLH) | 5.2 | $14M | 60k | 230.14 | |
| Robinhood Mkts Com Cl A (HOOD) | 5.0 | $13M | 353k | 37.26 | |
| Jones Lang LaSalle Incorporated (JLL) | 4.8 | $13M | 51k | 253.14 | |
| Marvell Technology (MRVL) | 4.7 | $13M | 114k | 110.45 | |
| Spotify Technology S A SHS (SPOT) | 4.7 | $13M | 28k | 447.38 | |
| Western Digital (WDC) | 4.7 | $13M | 210k | 59.63 | |
| Patrick Industries (PATK) | 4.6 | $12M | 148k | 83.08 | |
| Ss&c Technologies Holding (SSNC) | 4.3 | $11M | 150k | 75.78 | |
| Us Foods Hldg Corp call (USFD) | 4.1 | $11M | 163k | 67.46 | |
| Ferguson Enterprises Common Stock New (FERG) | 4.1 | $11M | 62k | 173.57 | |
| V.F. Corporation (VFC) | 1.8 | $4.8M | 223k | 21.46 | |
| Vail Resorts (MTN) | 1.7 | $4.5M | 24k | 187.45 |
