Rivermont Capital Management as of March 31, 2026
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 20 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 10.1 | $48M | 122k | 391.76 | |
| Sensient Technologies Corporation (SXT) | 10.1 | $48M | 552k | 86.44 | |
| Western Digital (WDC) | 6.6 | $31M | 116k | 270.49 | |
| Spotify Technology S A SHS (SPOT) | 6.5 | $31M | 64k | 484.91 | |
| Williams Companies (WMB) | 5.7 | $27M | 372k | 72.78 | |
| Ross Stores (ROST) | 5.6 | $27M | 123k | 216.63 | |
| Lumentum Hldgs (LITE) | 5.3 | $25M | 36k | 702.76 | |
| Rentokil Initial Sponsored Adr (RTO) | 5.3 | $25M | 794k | 31.48 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.1 | $24M | 103k | 233.26 | |
| Floor & Decor Hldgs Cl A (FND) | 4.8 | $23M | 451k | 50.80 | |
| TTM Technologies (TTMI) | 4.6 | $22M | 225k | 97.42 | |
| Linde SHS (LIN) | 4.5 | $21M | 43k | 495.76 | |
| Celestica (CLS) | 4.4 | $21M | 74k | 281.68 | |
| MKS Instruments (MKSI) | 4.2 | $20M | 88k | 229.81 | |
| Siteone Landscape Supply (SITE) | 3.9 | $19M | 140k | 133.11 | |
| C H Robinson Worldwide In Com New (CHRW) | 3.8 | $18M | 109k | 166.07 | |
| Woodward Governor Company (WWD) | 2.9 | $14M | 39k | 357.92 | |
| Wingstop (WING) | 2.7 | $13M | 82k | 154.97 | |
| JBS Cl A Shs (JBS) | 2.1 | $9.9M | 550k | 17.96 | |
| On Hldg Namen Akt A (ONON) | 1.8 | $8.7M | 257k | 34.02 |
