13F-HR filed by Rivermont Capital Management LP
Rivermont Capital Management LP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 20 holding rows worth $704,772,690.
- Accession
- 0001965613-26-000005
- Filer
- CIK 1965613
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 20 entries on the cover page, a total value of $704,772,690 stated on the cover page (in dollars after the unit check, H1), rows summing to $704,772,690 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 | 113,669 | $109,690,585 | dollars as filed | |
| SENSIENT TECHNOLOGIES CORP | 81725T100 | COM | 564,209 | $69,561,328 | dollars as filed | |
| TTM TECHNOLOGIES INC | 87305R109 | COM | 289,248 | $54,095,161 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 230,439 | $43,400,881 | dollars as filed | |
| WOODWARD INC COM | 980745103 | Stock | 101,026 | $42,980,501 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 167,309 | $39,707,445 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 54,000 | $34,490,880 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 69,725 | $33,298,568 | dollars as filed | |
| CIPHER DIGITAL INC COM | 17253J106 | Stock | 1,242,274 | $30,435,713 | dollars as filed | |
| VISHAY INTERTECHNOLOGY INC COM | 928298108 | Stock | 558,209 | $30,020,480 | dollars as filed | |
| FLOOR & DECOR HLDGS INC CL A | 339750101 | Stock | 453,890 | $26,942,910 | dollars as filed | |
| RENTOKIL INITIAL PLC SPONSORED ADR | 760125104 | ADR | 919,926 | $26,319,083 | dollars as filed | |
| ARROW ELECTRS INC | 042735100 | COM | 115,096 | $24,562,637 | dollars as filed | |
| WATERS CORP COM | 941848103 | Stock | 65,467 | $24,552,744 | dollars as filed | |
| ADVANCE AUTO PARTS INC | 00751Y106 | COM | 350,000 | $21,777,000 | dollars as filed | |
| SITIME CORP COM | 82982T106 | Stock | 28,191 | $21,018,082 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 44,604 | $20,479,035 | dollars as filed | |
| TREX CO INC | 89531P105 | COM | 403,273 | $20,179,781 | dollars as filed | |
| SITEONE LANDSCAPE SUPPLY INC | 82982L103 | COM | 171,191 | $19,585,962 | dollars as filed | |
| HUT 8 CORP | 44812J104 | COM | 101,121 | $11,673,914 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001965613-26-000005 | this filing | 2026-08-13 | acceptance time not in the bulk data set |