Rivermont Capital Management as of Dec. 31, 2025
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 22 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sensient Technologies Corporation (SXT) | 7.6 | $32M | 342k | 93.95 | |
| Seagate Technology Hldngs Pl Ord Shs (STX) | 7.6 | $32M | 117k | 275.39 | |
| Spotify Technology S A SHS (SPOT) | 7.0 | $30M | 51k | 580.71 | |
| Western Digital (WDC) | 6.3 | $27M | 154k | 172.27 | |
| TTM Technologies (TTMI) | 6.2 | $26M | 378k | 69.00 | |
| Celestica (CLS) | 5.6 | $24M | 80k | 295.61 | |
| Woodward Governor Company (WWD) | 5.5 | $23M | 77k | 302.32 | |
| Ross Stores (ROST) | 5.3 | $22M | 123k | 180.14 | |
| Willis Towers Watson SHS (WTW) | 5.2 | $22M | 66k | 328.60 | |
| News Corp Cl A (NWSA) | 4.8 | $20M | 774k | 26.12 | |
| Ferguson Enterprises Common Stock New (FERG) | 4.4 | $19M | 83k | 222.63 | |
| Constellation Energy (CEG) | 4.3 | $18M | 51k | 353.27 | |
| James Hardie Inds Ord Shs (JHX) | 4.2 | $18M | 857k | 20.75 | |
| C H Robinson Worldwide Com New (CHRW) | 4.1 | $17M | 106k | 160.76 | |
| Carvana Cl A (CVNA) | 3.8 | $16M | 38k | 422.02 | |
| Wingstop (WING) | 3.5 | $15M | 62k | 238.49 | |
| V.F. Corporation (VFC) | 3.3 | $14M | 760k | 18.08 | |
| Floor & Decor Hldgs Cl A (FND) | 3.2 | $13M | 219k | 60.89 | |
| Tapestry (TPR) | 2.8 | $12M | 92k | 127.77 | |
| Ss&c Technologies Holding (SSNC) | 2.7 | $11M | 129k | 87.42 | |
| Clean Harbors (CLH) | 2.5 | $10M | 44k | 234.48 | |
| Circle Internet Group Com Cl A (CRCL) | 0.2 | $793k | 10k | 79.30 |
