Skip to content
Disclosery

Rivermont Capital Management LP

Follow

13F filer, CIK 1965613, NEW YORK, NY

Rivermont Capital Management LP reported $378,552,903 across 19 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-13. Its ten largest share positions make up 73.02% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001965613-25-000008

Period
2025-09-30
Reported value
$379M
Holdings
19
Top 10 weight
73.02%
New
6
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
STXnew+150,211$35.5M
WDCnew+225,541$27.1M
GOadded+1,095,901$17.6M
LPXnew+182,828$16.2M
MDBnew+40,238$12.5M

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
CLSreduced-83,195-$20.5M
SXTreduced-205,939-$19.3M
HOODreduced-119,740-$17.1M
WWDexited-67,935-$16.7M
TPRreduced-146,022-$16.5M

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, Q3 2025

Share positions as resolved from 13F-HR 0001965613-25-000008, largest first. % of portfolio is the value over $378,552,903, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,211 shares 150,211$35.5M9.37%newTimeline
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,052 shares; 2024Q4: 62,052 shares; 2025Q1: 99,279 shares; 2025Q2: 152,678 shares; 2025Q3: 143,784 shares 143,784$32.3M8.53%-8,894Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,323 shares; 2024Q4: 91,384 shares; 2025Q1: 89,642 shares; 2025Q2: 84,258 shares; 2025Q3: 85,108 shares 85,108$29.4M7.77%+850Timeline
CLHCLEAN HARBORS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,584 shares; 2024Q4: 59,567 shares; 2025Q1: 103,989 shares; 2025Q2: 80,743 shares; 2025Q3: 122,652 shares 122,652$28.5M7.52%+41,909Timeline
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,977 shares; 2024Q4: 210,045 shares; 2025Q1: 206,665 shares; 2025Q2: not reported; 2025Q3: 225,541 shares 225,541$27.1M7.15%newTimeline
SPOTSPOTIFY TECHNOLOGY S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 28,100 shares; 2025Q1: 38,629 shares; 2025Q2: 25,455 shares; 2025Q3: 38,770 shares 38,770$27.1M7.15%+13,315Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 486,805 shares; 2024Q4: 617,177 shares; 2025Q1: 940,934 shares; 2025Q2: 628,689 shares; 2025Q3: 871,521 shares 871,521$26.8M7.07%+242,832Timeline
CLSCELESTICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,588 shares; 2025Q2: 191,098 shares; 2025Q3: 107,903 shares 107,903$26.6M7.02%-83,195Timeline
GOGROCERY OUTLET HLDG CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 254,174 shares; 2025Q3: 1,350,075 shares 1,350,075$21.7M5.72%+1,095,901Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,702 shares; 2024Q4: 78,977 shares; 2025Q1: 47,614 shares; 2025Q2: 75,170 shares; 2025Q3: 65,734 shares 65,734$21.6M5.71%-9,436Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 275,083 shares; 2025Q1: 245,341 shares; 2025Q2: 326,205 shares; 2025Q3: 180,183 shares 180,183$20.4M5.39%-146,022Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 182,828 shares 182,828$16.2M4.29%newTimeline
SSNCSS&C TECH HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,049 shares; 2024Q4: 150,002 shares; 2025Q1: 214,404 shares; 2025Q2: 215,321 shares; 2025Q3: 157,443 shares 157,443$14M3.69%-57,878Timeline
MDBMONGODB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 40,238 shares 40,238$12.5M3.3%newTimeline
JBSJBS N.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 476,250 shares; 2025Q3: 680,978 shares 680,978$10.2M2.69%+204,728Timeline
VFCV F CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 219,298 shares; 2024Q4: 223,287 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 600,200 shares 600,200$8.66M2.29%newTimeline
HOODROBINHOOD MKTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 353,000 shares; 2025Q1: not reported; 2025Q2: 178,388 shares; 2025Q3: 58,648 shares 58,648$8.4M2.22%-119,740Timeline
SXTSENSIENT TECHNOLOGIES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135,517 shares; 2025Q2: 282,566 shares; 2025Q3: 76,627 shares 76,627$7.19M1.9%-205,939Timeline
TTMITTM TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,000 shares 80,000$4.61M1.22%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
WWDWOODWARD INC67,935$16.7Mshares
AMDADVANCED MICRO DEVICES INC75,550$10.7Mshares
USFDUS FOODS HLDG CORP106,179$8.18Mshares
FUNSIX FLAGS ENTERTAINMENT CORP228,050$6.94Mshares

How Q3 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 0001965613-25-000008 base2025-11-13acceptance time not in the bulk data set