Rivermont Capital Management as of Sept. 30, 2025
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 19 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 9.4 | $36M | 150k | 236.06 | |
| Ferguson Enterprises Common Stock New (FERG) | 8.5 | $32M | 144k | 224.58 | |
| Willis Towers Watson SHS (WTW) | 7.8 | $29M | 85k | 345.45 | |
| Clean Harbors (CLH) | 7.5 | $29M | 123k | 232.22 | |
| Western Digital (WDC) | 7.2 | $27M | 226k | 120.06 | |
| Spotify Technology S A SHS (SPOT) | 7.1 | $27M | 39k | 698.00 | |
| News Corp Cl A (NWSA) | 7.1 | $27M | 872k | 30.71 | |
| Celestica (CLS) | 7.0 | $27M | 108k | 246.38 | |
| Grocery Outlet Hldg Corp (GO) | 5.7 | $22M | 1.4M | 16.05 | |
| Constellation Energy (CEG) | 5.7 | $22M | 66k | 329.07 | |
| Tapestry (TPR) | 5.4 | $20M | 180k | 113.22 | |
| Louisiana-Pacific Corporation (LPX) | 4.3 | $16M | 183k | 88.84 | |
| Ss&c Technologies Holding (SSNC) | 3.7 | $14M | 157k | 88.76 | |
| Mongodb Cl A (MDB) | 3.3 | $13M | 40k | 310.38 | |
| JBS Cl A Shs (JBS) | 2.7 | $10M | 681k | 14.93 | |
| V.F. Corporation (VFC) | 2.3 | $8.7M | 600k | 14.43 | |
| Robinhood Mkts Com Cl A (HOOD) | 2.2 | $8.4M | 59k | 143.18 | |
| Sensient Technologies Corporation (SXT) | 1.9 | $7.2M | 77k | 93.85 | |
| TTM Technologies (TTMI) | 1.2 | $4.6M | 80k | 57.60 |
