13F-HR filed by Rivermont Capital Management LP
Rivermont Capital Management LP filed this 13F-HR for the quarter ended 2024-03-31, filed 2024-05-14, with 19 holding rows worth $272,828,464.
- Accession
- 0001965613-24-000004
- Filer
- CIK 1965613
- Filed
- 2024-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2024
A holdings report, 19 entries on the cover page, a total value of $272,828,464 stated on the cover page (in dollars after the unit check, H1), rows summing to $272,828,464 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 |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 101,450 | $27,898,750 | dollars as filed | |
| FERGUSON PLC NEW | G3421J106 | SHS | 107,654 | $23,514,863 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 97,971 | $18,109,939 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 28,462 | $17,473,960 | dollars as filed | |
| ACV AUCTIONS INC | 00091G104 | COM CL A | 899,901 | $16,891,142 | dollars as filed | |
| BATH & BODY WORKS INC COM | 070830104 | Stock | 324,866 | $16,249,797 | dollars as filed | |
| JONES LANG LASALLE INC COM | 48020Q107 | Stock | 82,975 | $16,187,593 | dollars as filed | |
| ATMUS FILTRATION TECHNOLOGIE | 04956D107 | COM | 476,479 | $15,366,448 | dollars as filed | |
| CRANE COMPANY COMMON STOCK | 224408104 | Stock | 112,666 | $15,224,557 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 565,623 | $14,808,010 | dollars as filed | |
| FORTREA HLDGS INC COMMON STOCK | 34965K107 | Stock | 341,275 | $13,698,779 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 235,072 | $12,686,836 | dollars as filed | |
| TRIMBLE INC COM | 896239100 | Stock | 195,826 | $12,603,361 | dollars as filed | |
| VONTIER CORPORATION | 928881101 | COM | 266,965 | $12,109,532 | dollars as filed | |
| AVANTOR INC COM | 05352A100 | Stock | 467,528 | $11,954,691 | dollars as filed | |
| PATRICK INDS INC | 703343103 | COM | 96,626 | $11,543,908 | dollars as filed | |
| ASPEN TECHNOLOGY INC | 29109X106 | COM | 45,478 | $9,699,548 | dollars as filed | |
| CORPAY INC COM SHS | 219948106 | Stock | 15,614 | $4,817,544 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 20,906 | $1,989,206 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965613-24-000004 | this filing | 2024-05-14 | acceptance time not in the bulk data set |