The Analysis of Rivermont Capital Management LP's Holdings

Currently, Rivermont Capital Management LP holds 19 types of securities in its portfolio with a total value $378.6M. In the most recent quarter, they have increased their positions in STX (+150.2K shares, valued at $35.5M), WDC (+225.5K shares, valued at $27.1M), GO (+1.1M shares, valued at $17.6M); decreased their positions in CLS (-83.2K shares, valued at $20.5M), SXT (-205.9K shares, valued at $19.3M), HOOD (-119.7K shares, valued at $17.1M); initiated new positions in STX (+150.2K shares, valued at $35.5M), WDC (+225.5K shares, valued at $27.1M), LPX (+182.8K shares, valued at $16.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STX SEAGATE TECHNOLOGY HLDNGS PL150.2K sharesnew addition2025-09-302025-11-13

FERG FERGUSON ENTERPRISES INC143.8K shares-5.83%2025-09-302025-11-13

WTW WILLIS TOWERS WATSON PLC LTD85.1K shares1.01%2025-09-302025-11-13

CLH CLEAN HARBORS INC122.7K shares51.90%2025-09-302025-11-13

WDC WESTERN DIGITAL CORP225.5K sharesnew addition2025-09-302025-11-13

SPOT SPOTIFY TECHNOLOGY S A38.8K shares52.31%2025-09-302025-11-13

NWSA NEWS CORP NEW871.5K shares38.63%2025-09-302025-11-13

CLS CELESTICA INC107.9K shares-43.54%2025-09-302025-11-13

Sponsored

GO GROCERY OUTLET HLDG CORP1.4M shares431.16%2025-09-302025-11-13

CEG CONSTELLATION ENERGY CORP65.7K shares-12.55%2025-09-302025-11-13

TPR TAPESTRY INC180.2K shares-44.76%2025-09-302025-11-13

LPX LOUISIANA PAC CORP182.8K sharesnew addition2025-09-302025-11-13

SSNC SS&C TECHNOLOGIES HLDGS INC157.4K shares-26.88%2025-09-302025-11-13

MDB MONGODB INC40.2K sharesnew addition2025-09-302025-11-13

JBS JBS N.V.681.0K shares42.99%2025-09-302025-11-13

VFC V F CORP600.2K sharesnew addition2025-09-302025-11-13