13F-HR filed by Rivermont Capital Management LP
Rivermont Capital Management LP filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-11-13, with 19 holding rows worth $378,552,903.
- Accession
- 0001965613-25-000008
- Filer
- CIK 1965613
- Filed
- 2025-11-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2025
A holdings report, 19 entries on the cover page, a total value of $378,552,903 stated on the cover page (in dollars after the unit check, H1), rows summing to $378,552,903 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 |
|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 150,211 | $35,458,809 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 143,784 | $32,291,011 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 85,108 | $29,400,559 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 122,652 | $28,482,247 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 225,541 | $27,078,452 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 38,770 | $27,061,460 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 871,521 | $26,764,410 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 107,903 | $26,585,141 | dollars as filed | |
| GROCERY OUTLET HLDG CORP COM | 39874R101 | Stock | 1,350,075 | $21,668,704 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 65,734 | $21,631,087 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 180,183 | $20,400,319 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 182,828 | $16,242,440 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 157,443 | $13,974,641 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 40,238 | $12,489,070 | dollars as filed | |
| JBS N.V. | N4732M103 | CL A SHS | 680,978 | $10,167,002 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 600,200 | $8,660,886 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 58,648 | $8,397,221 | dollars as filed | |
| SENSIENT TECHNOLOGIES CORP | 81725T100 | COM | 76,627 | $7,191,444 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 80,000 | $4,608,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965613-25-000008 | this filing | 2025-11-13 | acceptance time not in the bulk data set |