Rivermont Capital Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Rivermont Capital Management Lp disclosed 20 stock positions valued at approximately $704.77M as of quarter-end June 30, 2026. The largest holdings include SEAGATE TECHNOLOGY HLDNGS PL, SENSIENT TECHNOLOGIES CORP, and TTM TECHNOLOGIES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 20
- Portfolio Value
- $704.77M
Holdings by Sector
Rivermont Capital Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 15.56% | 113,669 | -8,456 | -6.92% | $109,690,585 |
| SENSIENT TECHNOLOGIES CORP | SXT | Basic Materials | 9.87% | 564,209 | +11,780 | +2.13% | $69,561,328 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 7.68% | 289,248 | +64,767 | +28.85% | $54,095,161 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 6.16% | 230,439 | +121,146 | +110.85% | $43,400,881 |
| WOODWARD INC | WWD | Industrials | 6.10% | 101,026 | +62,274 | +160.70% | $42,980,501 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 5.63% | 167,309 | +64,246 | +62.34% | $39,707,445 |
| WESTERN DIGITAL CORP | WDC | Technology | 4.89% | 54,000 | -61,665 | -53.31% | $34,490,880 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 4.72% | 69,725 | +69,725 | +100.00% | $33,298,568 |
| CIPHER DIGITAL INC | CIFR | Financial Services | 4.32% | 1,242,274 | +1,242,274 | +100.00% | $30,435,713 |
| VISHAY INTERTECHNOLOGY INC | VSH | Technology | 4.26% | 558,209 | +558,209 | +100.00% | $30,020,480 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 3.82% | 453,890 | +3,240 | +0.72% | $26,942,910 |
| RENTOKIL INITIAL PLC | RTO | Industrials | 3.73% | 919,926 | +126,472 | +15.94% | $26,319,083 |
| ARROW ELECTRS INC | ARW | Technology | 3.49% | 115,096 | +115,096 | +100.00% | $24,562,637 |
| WATERS CORP | WAT | Healthcare | 3.48% | 65,467 | +65,467 | +100.00% | $24,552,744 |
| ADVANCE AUTO PARTS INC | AAP | Consumer Cyclical | 3.09% | 350,000 | +350,000 | +100.00% | $21,777,000 |
| SITIME CORP | SITM | Technology | 2.98% | 28,191 | +28,191 | +100.00% | $21,018,082 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 2.91% | 44,604 | -19,264 | -30.16% | $20,479,035 |
| TREX INC | TREX | Industrials | 2.86% | 403,273 | +403,273 | +100.00% | $20,179,781 |
| SITEONE LANDSCAPE SUPPLY INC | SITE | Industrials | 2.78% | 171,191 | +31,489 | +22.54% | $19,585,962 |
| HUT 8 CORP | HUT | Financial Services | 1.66% | 101,121 | +101,121 | +100.00% | $11,673,914 |
Showing 20 of 20 holdings in the latest reporting period.