13F-HR filed by Rivermont Capital Management LP
Rivermont Capital Management LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 22 holding rows worth $420,952,649.
- Accession
- 0001965613-26-000002
- Filer
- CIK 1965613
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 22 entries on the cover page, a total value of $420,952,649 stated on the cover page (in dollars after the unit check, H1), rows summing to $420,952,649 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 |
|---|---|---|---|---|---|---|
| SENSIENT TECHNOLOGIES CORP | 81725T100 | COM | 341,968 | $32,127,894 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 116,496 | $32,081,833 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 50,814 | $29,508,198 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 154,309 | $26,582,811 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 377,894 | $26,074,686 | dollars as filed | |
| CELESTICA INC COM | 15101Q207 | Stock | 79,893 | $23,617,170 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 76,874 | $23,240,548 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 122,948 | $22,147,853 | dollars as filed | |
| WILLIS TOWERS WATSON PLC LTD SHS | G96629103 | Stock | 66,320 | $21,792,752 | dollars as filed | |
| NEWS CORP NEW CL A | 65249B109 | Stock | 774,287 | $20,224,376 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 83,032 | $18,485,414 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 50,970 | $18,006,172 | dollars as filed | |
| JAMES HARDIE INDS PLC ORD SHS | G4253H101 | Stock | 857,177 | $17,786,423 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 106,409 | $17,106,311 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 38,290 | $16,159,146 | dollars as filed | |
| WINGSTOP INC COM | 974155103 | Stock | 62,000 | $14,786,380 | dollars as filed | |
| V F CORP COM | 918204108 | Stock | 760,112 | $13,742,825 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 218,475 | $13,302,943 | dollars as filed | |
| TAPESTRY INC COM | 876030107 | Stock | 91,677 | $11,713,570 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 129,190 | $11,293,790 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 44,262 | $10,378,554 | dollars as filed | |
| CIRCLE INTERNET GROUP INC | 172573107 | COM CL A | 10,000 | $793,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965613-26-000002 | this filing | 2026-02-17 | acceptance time not in the bulk data set |