Rivermont Capital Management as of March 31, 2025
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 18 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Willis Towers Watson SHS (WTW) | 12.8 | $30M | 90k | 337.95 | |
| News Corp Cl A (NWSA) | 10.8 | $26M | 941k | 27.22 | |
| Spotify Technology S A SHS (SPOT) | 9.0 | $21M | 39k | 550.03 | |
| Clean Harbors (CLH) | 8.6 | $21M | 104k | 197.10 | |
| Ss&c Technologies Holding (SSNC) | 7.6 | $18M | 214k | 83.53 | |
| Tapestry (TPR) | 7.3 | $17M | 245k | 70.41 | |
| Ferguson Enterprises Common Stock New (FERG) | 6.7 | $16M | 99k | 160.23 | |
| Acv Auctions Com Cl A (ACVA) | 5.5 | $13M | 933k | 14.09 | |
| Cinemark Holdings (CNK) | 4.6 | $11M | 442k | 24.89 | |
| Us Foods Hldg Corp call (USFD) | 4.4 | $10M | 158k | 65.46 | |
| Patrick Industries (PATK) | 4.4 | $10M | 122k | 84.56 | |
| Sensient Technologies Corporation (SXT) | 4.3 | $10M | 136k | 74.43 | |
| Constellation Energy (CEG) | 4.1 | $9.6M | 48k | 201.63 | |
| Jones Lang LaSalle Incorporated (JLL) | 3.8 | $9.0M | 36k | 247.91 | |
| Western Digital (WDC) | 3.5 | $8.4M | 207k | 40.43 | |
| Brunswick Corporation (BC) | 1.5 | $3.5M | 64k | 53.85 | |
| Everus Constr Group (ECG) | 1.2 | $2.7M | 74k | 37.09 | |
| Celestica (CLS) | 0.1 | $204k | 2.6k | 78.81 |
