Rivermont Capital Management as of June 30, 2026
Portfolio Holdings for Rivermont Capital Management
Rivermont Capital Management holds 20 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 15.6 | $110M | 114k | 965.00 | |
| Sensient Technologies Corporation (SXT) | 9.9 | $70M | 564k | 123.29 | |
| TTM Technologies (TTMI) | 7.7 | $54M | 289k | 187.02 | |
| C H Robinson Worldwide In Com New (CHRW) | 6.2 | $43M | 230k | 188.34 | |
| Woodward Governor Company (WWD) | 6.1 | $43M | 101k | 425.44 | |
| Ferguson Enterprises Common Stock New (FERG) | 5.6 | $40M | 167k | 237.33 | |
| Western Digital (WDC) | 4.9 | $35M | 54k | 638.72 | |
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 4.7 | $33M | 70k | 477.57 | |
| Cipher Mining (CIFR) | 4.3 | $30M | 1.2M | 24.50 | |
| Vishay Intertechnology (VSH) | 4.3 | $30M | 558k | 53.78 | |
| Floor & Decor Hldgs Cl A (FND) | 3.8 | $27M | 454k | 59.36 | |
| Rentokil Initial Sponsored Adr (RTO) | 3.7 | $26M | 920k | 28.61 | |
| Arrow Electronics (ARW) | 3.5 | $25M | 115k | 213.41 | |
| Waters Corporation (WAT) | 3.5 | $25M | 66k | 375.04 | |
| Advance Auto Parts (AAP) | 3.1 | $22M | 350k | 62.22 | |
| Sitime Corp (SITM) | 3.0 | $21M | 28k | 745.56 | |
| Spotify Technology S A SHS (SPOT) | 2.9 | $21M | 45k | 459.13 | |
| Trex Company (TREX) | 2.9 | $20M | 403k | 50.04 | |
| Siteone Landscape Supply (SITE) | 2.8 | $20M | 171k | 114.41 | |
| Hut 8 Corp (HUT) | 1.7 | $12M | 101k | 115.44 |
