Rivermont Capital Management Lp Portfolio Stock Holdings
Rivermont Capital Management Lp disclosed 20 stock positions valued at approximately $474.7 million in its latest SEC 13F filing. The largest holdings include SEAGATE TECHNOLOGY HLDNGS PL, SENSIENT TECHNOLOGIES CORP, and WESTERN DIGITAL CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 14, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 20
- Portfolio Value
- $474.7M
Holdings by Sector
Rivermont Capital Management Lp Portfolio Holdings in Q1 2026
20 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | STX | Other | 10.08% | 122,125 | +5,629 | +4.83% | $47,843,690 |
| SENSIENT TECHNOLOGIES CORP | SXT | Basic Materials | 10.06% | 552,429 | +210,461 | +61.54% | $47,751,963 |
| WESTERN DIGITAL CORP | WDC | Technology | 6.59% | 115,665 | -38,644 | -25.04% | $31,286,226 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 6.52% | 63,868 | +13,054 | +25.69% | $30,970,232 |
| WILLIAMS COS INC | WMB | Energy | 5.71% | 372,086 | +372,086 | +100.00% | $27,080,419 |
| ROSS STORES INC | ROST | Consumer Cyclical | 5.62% | 123,138 | +190 | +0.15% | $26,675,385 |
| LUMENTUM HLDGS INC | LITE | Technology | 5.27% | 35,577 | +35,577 | +100.00% | $25,002,093 |
| RENTOKIL INITIAL PLC | RTO | Industrials | 5.26% | 793,454 | +793,454 | +100.00% | $24,977,932 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 5.06% | 103,063 | +20,031 | +24.12% | $24,040,475 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 4.82% | 450,650 | +232,175 | +106.27% | $22,893,020 |
| TTM TECHNOLOGIES INC | TTMI | Technology | 4.61% | 224,481 | -153,413 | -40.60% | $21,868,939 |
| LINDE PLC | LIN | Other | 4.49% | 42,969 | +42,969 | +100.00% | $21,302,311 |
| CELESTICA INC | CLS | Technology | 4.41% | 74,272 | -5,621 | -7.04% | $20,920,937 |
| MKS INC. | MKSI | Technology | 4.24% | 87,537 | +87,537 | +100.00% | $20,116,878 |
| SITEONE LANDSCAPE SUPPLY INC | SITE | Industrials | 3.92% | 139,702 | +139,702 | +100.00% | $18,595,733 |
| C H ROBINSON WORLDWIDE IN | CHRW | Industrials | 3.82% | 109,293 | +2,884 | +2.71% | $18,150,289 |
| WOODWARD INC | WWD | Industrials | 2.92% | 38,752 | -38,122 | -49.59% | $13,870,116 |
| WINGSTOP INC | WING | Consumer Cyclical | 2.68% | 82,021 | +20,021 | +32.29% | $12,710,794 |
| JBS N.V. | N4732M103 | Other | 2.08% | 550,000 | +550,000 | +100.00% | $9,878,000 |
| ON HLDG AG | ONON | Other | 1.84% | 256,950 | +256,950 | +100.00% | $8,741,439 |