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Rivermont Capital Management LP

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13F filer, CIK 1965613, NEW YORK, NY

Rivermont Capital Management LP reported $313,663,839 across 17 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 77.9% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965613-25-000007

Period
2025-06-30
Reported value
$314M
Holdings
17
Top 10 weight
77.9%
New
6
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CLSadded+188,510$29.4M
HOODnew+178,388$16.7M
WWDnew+67,935$16.7M
SXTadded+147,049$14.5M
FERGadded+53,399$11.6M

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
ACVAexited-933,113-$13.1M
CNKexited-441,925-$11M
PATKexited-121,939-$10.3M
SPOTreduced-13,174-$10.1M
NWSAreduced-312,245-$9.28M

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 2025

Share positions as resolved from 13F-HR 0001965613-25-000007, largest first. % of portfolio is the value over $313,663,839, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,052 shares; 2024Q4: 62,052 shares; 2025Q1: 99,279 shares; 2025Q2: 152,678 shares 152,678$33.2M10.6%+53,399Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,588 shares; 2025Q2: 191,098 shares 191,098$29.8M9.51%+188,510Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275,083 shares; 2025Q1: 245,341 shares; 2025Q2: 326,205 shares 326,205$28.6M9.13%+80,864Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,517 shares; 2025Q2: 282,566 shares 282,566$27.8M8.88%+147,049Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,323 shares; 2024Q4: 91,384 shares; 2025Q1: 89,642 shares; 2025Q2: 84,258 shares 84,258$25.8M8.23%-5,384Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,702 shares; 2024Q4: 78,977 shares; 2025Q1: 47,614 shares; 2025Q2: 75,170 shares 75,170$24.3M7.73%+27,556Timeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,100 shares; 2025Q1: 38,629 shares; 2025Q2: 25,455 shares 25,455$19.5M6.23%-13,174Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,805 shares; 2024Q4: 617,177 shares; 2025Q1: 940,934 shares; 2025Q2: 628,689 shares 628,689$18.7M5.96%-312,245Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,584 shares; 2024Q4: 59,567 shares; 2025Q1: 103,989 shares; 2025Q2: 80,743 shares 80,743$18.7M5.95%-23,246Timeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,049 shares; 2024Q4: 150,002 shares; 2025Q1: 214,404 shares; 2025Q2: 215,321 shares 215,321$17.8M5.68%+917Timeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353,000 shares; 2025Q1: not reported; 2025Q2: 178,388 shares 178,388$16.7M5.32%newTimeline
WWDWOODWARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 67,935 shares 67,935$16.7M5.31%newTimeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,550 shares 75,550$10.7M3.42%newTimeline
USFDUS FOODS HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,647 shares; 2024Q4: 163,246 shares; 2025Q1: 157,803 shares; 2025Q2: 106,179 shares 106,179$8.18M2.61%-51,624Timeline
JBSJBS N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476,250 shares 476,250$6.96M2.22%newTimeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 228,050 shares 228,050$6.94M2.21%newTimeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254,174 shares 254,174$3.16M1.01%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
ACVAACV AUCTIONS INC933,113$13.1Mshares
CNKCINEMARK HLDGS INC441,925$11Mshares
PATKPATRICK INDS INC121,939$10.3Mshares
JLLJONES LANG LASALLE INC36,415$9.03Mshares
WDCWESTERN DIGITAL CORP206,665$8.36Mshares
BCBRUNSWICK CORP64,082$3.45Mshares
ECGEVERUS CONSTR GROUP74,096$2.75Mshares

How Q2 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 0001965613-25-000007 base2025-08-14acceptance time not in the bulk data set