Rivermont Capital Management LP
13F Reported Value
ⓘ$704.8M
Holdings
20
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Rivermont Capital Management LP disclosed 20 positions worth $704.8M in its Form 13F-HR for Q2 2026, led by $STX (Seagate Technology Holdings plc) at 15.6% of the equity portfolio, followed by $SXT and $TTMI. During the quarter the fund opened 9 new positions and exited 9 — including a new stake in $TSM and a full exit from $WMB. The portfolio is most concentrated in Technology (56.9% of disclosed assets). All figures are sourced directly from Rivermont Capital Management LP’s Form 13F-HR filing with the SEC under CIK 1965613.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$109.7M113,669 sh - 52.2#1,473
Quality
$69.6M564,209 sh - 62.6#696
Quality
$54.1M289,248 sh - 52.1
Quality
$43.4M230,439 sh - 67.3
Quality
$43.0M101,026 sh - 52.2
Quality
$39.7M167,309 sh - 80.7
Quality
$34.5M54,000 sh - $33.3M69,725 sh
- 30.6
Quality
$30.4M1,242,274 sh - 48.8
Quality
$30.0M558,209 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Seagate Technology Holdings plc$STX | — | $109.7M | 113,669 |
 SENSIENT TECHNOLOGIES CORP$SXT | 52.2#1,473 | $69.6M | 564,209 |
 TTM TECHNOLOGIES INC$TTMI | 62.6#696 | $54.1M | 289,248 |
 C. H. ROBINSON WORLDWIDE, INC.$CHRW | 52.1 | $43.4M | 230,439 |
 Woodward, Inc.$WWD | 67.3 | $43.0M | 101,026 |
 Ferguson Enterprises Inc. /DE/$FERG | 52.2 | $39.7M | 167,309 |
 WESTERN DIGITAL CORP$WDC | 80.7 | $34.5M | 54,000 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $33.3M | 69,725 |
 Cipher Digital Inc.$CIFR | 30.6 | $30.4M | 1,242,274 |
 VISHAY INTERTECHNOLOGY INC$VSH | 48.8 | $30.0M | 558,209 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Rivermont Capital Management LP's 20 positions.
Showing top 10 of 20 holdings.
Sector Allocation
Technology
$401.0M
Consumer Discretionary
$108.0M
Materials
$69.6M
Industrials
$63.6M
Financials
$42.1M
Communication Services
$20.5M
Full Holdings — Rivermont Capital Management LP (Q2 2026)
All 20 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $STX | Seagate Technology Holdings plc | $109.7M | 15.6% | -7% | — |
| 2 | $SXT | SENSIENT TECHNOLOGIES CORP | $69.6M | 9.9% | +2% | 52.2 |
| 3 | $TTMI | TTM TECHNOLOGIES INC | $54.1M | 7.7% | +29% | 62.6 |
| 4 | $CHRW | C. H. ROBINSON WORLDWIDE, INC. | $43.4M | 6.2% | +111% | 52.1 |
| 5 | $WWD | Woodward, Inc. | $43.0M | 6.1% | +161% | 67.3 |
| 6 | $FERG | Ferguson Enterprises Inc. /DE/ | $39.7M | 5.6% | +62% | 52.2 |
| 7 | $WDC | WESTERN DIGITAL CORP | $34.5M | 4.9% | -53% | 80.7 |
| 8 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $33.3M | 4.7% | NEW | — |
| 9 | $CIFR | Cipher Digital Inc. | $30.4M | 4.3% | NEW | 30.6 |
| 10 | $VSH | VISHAY INTERTECHNOLOGY INC | $30.0M | 4.3% | NEW | 48.8 |
| 11 |  $FND | Floor & Decor Holdings, Inc. | $26.9M | 3.8% | +1% | 54.5 |
| 12 |  $RTO | RENTOKIL INITIAL PLC /FI | $26.3M | 3.7% | +16% | — |
| 13 |  $ARW | ARROW ELECTRONICS, INC. | $24.6M | 3.5% | NEW | 55.7 |
| 14 |  $WAT | WATERS CORP /DE/ | $24.6M | 3.5% | NEW | 60.4 |
| 15 |  $AAP | ADVANCE AUTO PARTS INC | $21.8M | 3.1% | NEW | 38.6 |
| 16 |  $SITM | SITIME Corp | $21.0M | 3.0% | NEW | 66.1 |
| 17 |  $SPOT | Spotify Technology S.A. | $20.5M | 2.9% | -30% | — |
| 18 |  $TREX | TREX CO INC | $20.2M | 2.9% | NEW | 54.5 |
| 19 |  $SITE | SiteOne Landscape Supply, Inc. | $19.6M | 2.8% | +23% | 52.1 |
| 20 |  $HUT | Hut 8 Corp. | $11.7M | 1.7% | NEW | 37.4 |
New Positions (9)
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