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Rivermont Capital Management LP

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13F filer, CIK 1965613, NEW YORK, NY

Rivermont Capital Management LP reported $237,002,246 across 18 holdings for the quarter ended 2025-03-31, in a 13F-HR/A filed 2025-05-16. Its ten largest share positions make up 77.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR/A 0001965613-25-000004

A NEW HOLDINGS amendment repeated most of the original and was read as a restatement (H3).

Period
2025-03-31
Reported value
$237M
Holdings
18
Top 10 weight
77.31%
New
4
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CNKnew+441,925$11M
SXTnew+135,517$10.1M
NWSAadded+323,757$8.81M
CLHadded+44,422$8.76M
FERGadded+37,227$5.96M

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
LPLAexited-60,062-$19.6M
HOODexited-353,000-$13.2M
MRVLexited-113,967-$12.6M
CEGreduced-31,363-$6.32M
ECGreduced-158,670-$5.89M

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, Q1 2025

Share positions as resolved from 13F-HR/A 0001965613-25-000004, largest first. % of portfolio is the value over $237,002,246, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,323 shares; 2024Q4: 91,384 shares; 2025Q1: 89,642 shares 89,642$30.3M12.78%-1,742Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,805 shares; 2024Q4: 617,177 shares; 2025Q1: 940,934 shares 940,934$25.6M10.81%+323,757Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,100 shares; 2025Q1: 38,629 shares 38,629$21.2M8.96%+10,529Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,584 shares; 2024Q4: 59,567 shares; 2025Q1: 103,989 shares 103,989$20.5M8.65%+44,422Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,049 shares; 2024Q4: 150,002 shares; 2025Q1: 214,404 shares 214,404$17.9M7.56%+64,402Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275,083 shares; 2025Q1: 245,341 shares 245,341$17.3M7.29%-29,742Timeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,052 shares; 2024Q4: 62,052 shares; 2025Q1: 99,279 shares 99,279$15.9M6.71%+37,227Timeline
ACVAACV AUCTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 935,559 shares; 2024Q4: 799,177 shares; 2025Q1: 933,113 shares 933,113$13.1M5.55%+133,936Timeline
CNKCINEMARK HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 441,925 shares 441,925$11M4.64%newTimeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,647 shares; 2024Q4: 163,246 shares; 2025Q1: 157,803 shares 157,803$10.3M4.36%-5,443Timeline
PATKPATRICK INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,551 shares; 2024Q4: 147,899 shares; 2025Q1: 121,939 shares 121,939$10.3M4.35%-25,960Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,517 shares 135,517$10.1M4.26%newTimeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,702 shares; 2024Q4: 78,977 shares; 2025Q1: 47,614 shares 47,614$9.6M4.05%-31,363Timeline
JLLJONES LANG LASALLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,431 shares; 2024Q4: 50,637 shares; 2025Q1: 36,415 shares 36,415$9.03M3.81%-14,222Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,977 shares; 2024Q4: 210,045 shares; 2025Q1: 206,665 shares 206,665$8.36M3.53%-3,380Timeline
BCBRUNSWICK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 64,082 shares 64,082$3.45M1.46%newTimeline
ECGEVERUS CONSTR GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 232,766 shares; 2025Q1: 74,096 shares 74,096$2.75M1.16%-158,670Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,588 shares 2,588$204K0.09%newTimeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
LPLALPL FINL HLDGS INC60,062$19.6Mshares
HOODROBINHOOD MKTS INC353,000$13.2Mshares
MRVLMARVELL TECHNOLOGY INC113,967$12.6Mshares
VFCV F CORP223,287$4.79Mshares
MTNVAIL RESORTS INC24,000$4.5Mshares

How Q1 2025 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 0001965613-25-000003 superseded2025-05-14acceptance time not in the bulk data set
13F-HR/A 0001965613-25-000004 basenew holdings2025-05-16acceptance time not in the bulk data set