13F-HR filed by Rivermont Capital Management LP
Rivermont Capital Management LP filed this 13F-HR for the quarter ended 2023-12-31, filed 2024-02-14, with 22 holding rows worth $244,771,113.
- Accession
- 0001965613-24-000002
- Filer
- CIK 1965613
- Filed
- 2024-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2023
A holdings report, 22 entries on the cover page, a total value of $244,771,113 stated on the cover page (in dollars after the unit check, H1), rows summing to $244,771,113 with VALUE read as dollars as filed, 13F file number 028-22938. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| FERGUSON PLC NEW | G3421J106 | SHS | 110,314 | $21,298,324 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 81,824 | $19,735,949 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 611,958 | $15,023,569 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 402,059 | $14,031,859 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 324,973 | $14,025,835 | dollars as filed | |
| CRANE COMPANY COMMON STOCK | 224408104 | Stock | 113,733 | $13,436,417 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 111,941 | $13,084,783 | dollars as filed | |
| DISCOVER FINL SVCS | 254709108 | COM | 107,308 | $12,061,419 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 258,484 | $11,737,758 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 22,611 | $11,280,854 | dollars as filed | |
| ASPEN TECHNOLOGY INC | 29109X106 | COM | 49,443 | $10,884,876 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 697,278 | $10,563,762 | dollars as filed | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 36,352 | $10,273,439 | dollars as filed | |
| JONES LANG LASALLE INC COM | 48020Q107 | Stock | 49,269 | $9,305,436 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 71,498 | $9,182,488 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 400,576 | $9,145,150 | dollars as filed | |
| LAMAR ADVERTISING CO CL A | 512816109 | REIT | 79,610 | $8,460,951 | dollars as filed | |
| NCR ATLEOS CORPORATION | 63001N106 | COM SHS | 274,157 | $6,659,274 | dollars as filed | |
| CBRE GROUP INC CL A | 12504L109 | Stock | 68,903 | $6,414,180 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 83,345 | $6,397,562 | dollars as filed | |
| NCR VOYIX CORPORATION | 62886E108 | COM | 361,640 | $6,115,332 | dollars as filed | |
| VONTIER CORPORATION | 928881101 | COM | 163,586 | $5,651,896 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965613-24-000002 | this filing | 2024-02-14 | acceptance time not in the bulk data set |