Rivermont Capital Management as of June 30, 2025
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferguson Enterprises Common Stock New (FERG) | 10.6 | $33M | 153k | 217.75 | |
| Celestica (CLS) | 9.5 | $30M | 191k | 156.11 | |
| Tapestry (TPR) | 9.1 | $29M | 326k | 87.81 | |
| Sensient Technologies Corporation (SXT) | 8.9 | $28M | 283k | 98.52 | |
| Willis Towers Watson SHS (WTW) | 8.2 | $26M | 84k | 306.50 | |
| Constellation Energy (CEG) | 7.7 | $24M | 75k | 322.76 | |
| Spotify Technology S A SHS (SPOT) | 6.2 | $20M | 26k | 767.34 | |
| News Corp Cl A (NWSA) | 6.0 | $19M | 629k | 29.72 | |
| Clean Harbors (CLH) | 6.0 | $19M | 81k | 231.18 | |
| Ss&c Technologies Holding (SSNC) | 5.7 | $18M | 215k | 82.80 | |
| Robinhood Mkts Com Cl A (HOOD) | 5.3 | $17M | 178k | 93.63 | |
| Woodward Governor Company (WWD) | 5.3 | $17M | 68k | 245.09 | |
| Advanced Micro Devices (AMD) | 3.4 | $11M | 76k | 141.90 | |
| Us Foods Hldg Corp call (USFD) | 2.6 | $8.2M | 106k | 77.01 | |
| JBS Cl A Shs (JBS) | 2.2 | $7.0M | 476k | 14.61 | |
| Six Flags Entertainment Corp (FUN) | 2.2 | $6.9M | 228k | 30.43 | |
| Grocery Outlet Hldg Corp (GO) | 1.0 | $3.2M | 254k | 12.42 |
