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Rivermont Capital Management LP

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13F filer, CIK 1965613, NEW YORK, NY

Rivermont Capital Management LP reported $704,772,690 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 69.2% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965613-26-000005

Period
2026-06-30
Reported value
$705M
Holdings
20
Top 10 weight
69.2%
New
9
Sold out
9

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TSMnew+69,725$33.3M
CIFRnew+1,242,274$30.4M
VSHnew+558,209$30M
WWDadded+62,274$26.5M
ARWnew+115,096$24.6M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
WDCreduced-61,665-$39.4M
WMBexited-372,086-$27.1M
ROSTexited-123,138-$26.7M
LITEexited-35,577-$25M
LINexited-42,969-$21.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001965613-26-000005, largest first. % of portfolio is the value over $704,772,690, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
STXSEAGATE TECHNOLOGY HLDNGS PLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,211 shares; 2025Q4: 116,496 shares; 2026Q1: 122,125 shares; 2026Q2: 113,669 shares 113,669$110M15.56%-8,456Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,517 shares; 2025Q2: 282,566 shares; 2025Q3: 76,627 shares; 2025Q4: 341,968 shares; 2026Q1: 552,429 shares; 2026Q2: 564,209 shares 564,209$69.6M9.87%+11,780Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,000 shares; 2025Q4: 377,894 shares; 2026Q1: 224,481 shares; 2026Q2: 289,248 shares 289,248$54.1M7.68%+64,767Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 106,409 shares; 2026Q1: 109,293 shares; 2026Q2: 230,439 shares 230,439$43.4M6.16%+121,146Timeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,935 shares; 2025Q3: not reported; 2025Q4: 76,874 shares; 2026Q1: 38,752 shares; 2026Q2: 101,026 shares 101,026$43M6.1%+62,274Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 61,052 shares; 2024Q4: 62,052 shares; 2025Q1: 99,279 shares; 2025Q2: 152,678 shares; 2025Q3: 143,784 shares; 2025Q4: 83,032 shares; 2026Q1: 103,063 shares; 2026Q2: 167,309 shares 167,309$39.7M5.63%+64,246Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 200,977 shares; 2024Q4: 210,045 shares; 2025Q1: 206,665 shares; 2025Q2: not reported; 2025Q3: 225,541 shares; 2025Q4: 154,309 shares; 2026Q1: 115,665 shares; 2026Q2: 54,000 shares 54,000$34.5M4.89%-61,665Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 69,725 shares 69,725$33.3M4.72%newTimeline
CIFRCIPHER DIGITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,242,274 shares 1,242,274$30.4M4.32%newTimeline
VSHVISHAY INTERTECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 558,209 shares 558,209$30M4.26%newTimeline
FNDFLOOR & DECOR HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 218,475 shares; 2026Q1: 450,650 shares; 2026Q2: 453,890 shares 453,890$26.9M3.82%+3,240Timeline
RTORENTOKIL INITIAL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 793,454 shares; 2026Q2: 919,926 shares 919,926$26.3M3.73%+126,472Timeline
ARWARROW ELECTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 115,096 shares 115,096$24.6M3.49%newTimeline
WATWATERS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 65,467 shares 65,467$24.6M3.48%newTimeline
AAPADVANCE AUTO PARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 350,000 shares 350,000$21.8M3.09%newTimeline
SITMSITIME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 28,191 shares 28,191$21M2.98%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 28,100 shares; 2025Q1: 38,629 shares; 2025Q2: 25,455 shares; 2025Q3: 38,770 shares; 2025Q4: 50,814 shares; 2026Q1: 63,868 shares; 2026Q2: 44,604 shares 44,604$20.5M2.91%-19,264Timeline
TREXTREX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 403,273 shares 403,273$20.2M2.86%newTimeline
SITESITEONE LANDSCAPE SUPPLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 139,702 shares; 2026Q2: 171,191 shares 171,191$19.6M2.78%+31,489Timeline
HUTHUT 8 CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 101,121 shares 101,121$11.7M1.66%newTimeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
WMBWILLIAMS COS INC372,086$27.1Mshares
ROSTROSS STORES INC123,138$26.7Mshares
LITELUMENTUM HLDGS INC35,577$25Mshares
LINLINDE PLC42,969$21.3Mshares
CLSCELESTICA INC74,272$20.9Mshares
MKSIMKS INC.87,537$20.1Mshares
WINGWINGSTOP INC82,021$12.7Mshares
JBSJBS N.V.550,000$9.88Mshares
ONONON HLDG AG256,950$8.74Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001965613-26-000005 base2026-08-13acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001965613-26-000005 Quarter ended 2026-06-302026-08-13acceptance time not in the bulk data set
13F-HR 0001965613-26-000003 Quarter ended 2026-03-312026-05-14acceptance time not in the bulk data set
13F-HR 0001965613-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001965613-25-000008 Quarter ended 2025-09-302025-11-13acceptance time not in the bulk data set
13F-HR 0001965613-25-000007 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR/A 0001965613-25-000004 Quarter ended 2025-03-312025-05-16acceptance time not in the bulk data set
13F-HR 0001965613-25-000003 Quarter ended 2025-03-312025-05-14acceptance time not in the bulk data set
13F-HR 0001965613-25-000002 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001965613-24-000008 Quarter ended 2024-09-302024-11-13acceptance time not in the bulk data set
13F-HR 0001965613-24-000005 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001965613-24-000004 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0001965613-24-000002 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001965613-23-000008 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001965613-23-000006 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001965613-23-000002 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001965613-23-000001 Quarter ended 2022-12-312023-02-13acceptance time not in the bulk data set