Rivermont-Capital-Management-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PATK",
  "JLL",
  "CLS",
  "ECG",
  "FERG",
  "SSNC",
  "TPR",
  "ACVA",
  "USFD",
  "NWSA",
  "WDC",
  "WTW",
  "SXT",
  "SPOT",
  "BC",
  "CNK",
  "CLH",
  "CEG"
]

Filing Details

13F-HR/A • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-16
Total Holdings: 18
Total Value: 237002246
Accession Number: 0001965613-25-000004
Form Type: 13F-HR/A
CIK: rivermont-capital-management-lp
Manager Name: Rivermont-Capital-Management-Lp

Data Enrichment

100% identified

18 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

18 positions • $237.0M total value

SEC FilingSEC DataHachi Filing

Manager:

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WILLIS TOWERS WATSON PLC

WTW|G96629103

Shares:89.6K

Value:$30.3M

% of Portfolio:12.8% ($30.3M/$237.0M)

NEWS CORP

NWSA|65249B109

Shares:940.9K

Value:$25.6M

% of Portfolio:10.8% ($25.6M/$237.0M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:38.6K

Value:$21.2M

% of Portfolio:9.0% ($21.2M/$237.0M)

CLEAN HARBORS INC

CLH|184496107

Shares:104.0K

Value:$20.5M

% of Portfolio:8.6% ($20.5M/$237.0M)

SS&C Technologies Holdings Inc

SSNC|78467J100

Shares:214.4K

Value:$17.9M

% of Portfolio:7.6% ($17.9M/$237.0M)

TAPESTRY, INC.

TPR|876030107

Shares:245.3K

Value:$17.3M

% of Portfolio:7.3% ($17.3M/$237.0M)

Ferguson Enterprises Inc. /DE/

FERG|31488V107

Shares:99.3K

Value:$15.9M

% of Portfolio:6.7% ($15.9M/$237.0M)

ACV Auctions Inc.

ACVA|00091G104

Shares:933.1K

Value:$13.1M

% of Portfolio:5.5% ($13.1M/$237.0M)

Cinemark Holdings, Inc.

CNK|17243V102

Shares:441.9K

Value:$11.0M

% of Portfolio:4.6% ($11.0M/$237.0M)

US Foods Holding Corp.

USFD|912008109

Shares:157.8K

Value:$10.3M

% of Portfolio:4.4% ($10.3M/$237.0M)

PATRICK INDUSTRIES INC

PATK|703343103

Shares:121.9K

Value:$10.3M

% of Portfolio:4.4% ($10.3M/$237.0M)

SENSIENT TECHNOLOGIES CORP

SXT|81725T100

Shares:135.5K

Value:$10.1M

% of Portfolio:4.3% ($10.1M/$237.0M)

Constellation Energy Corp

CEG|21037T109

Shares:47.6K

Value:$9.6M

% of Portfolio:4.1% ($9.6M/$237.0M)

JONES LANG LASALLE INC

JLL|48020Q107

Shares:36.4K

Value:$9.0M

% of Portfolio:3.8% ($9.0M/$237.0M)

WESTERN DIGITAL CORP

WDC|958102105

Shares:206.7K

Value:$8.4M

% of Portfolio:3.5% ($8.4M/$237.0M)

BRUNSWICK CORP

BC|117043109

Shares:64.1K

Value:$3.5M

% of Portfolio:1.5% ($3.5M/$237.0M)

Everus Construction Group, Inc.

ECG|300426103

Shares:74.1K

Value:$2.7M

% of Portfolio:1.2% ($2.7M/$237.0M)

CELESTICA INC

CLS|15101Q207

Shares:2.6K

Value:$204.0K

% of Portfolio:0.1% ($204.0K/$237.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
WILLIS TOWERS WATSON PLC(WTWcusipG96629103)	89.6K	QoQ -1.90% (-1.7K) YoY -11.63% (-11.8K)	All Managers (Combined)	$30.3M	12.8% ($30.3M/$237.0M)	QoQ +5.83% (-$1.7M) YoY +8.58% (-$2.4M)
NEWS CORP(NWSAcusip65249B109)	940.9K	QoQ +52.45% (+323.8K) YoY +66.35% (+375.3K)	All Managers (Combined)	$25.6M	10.8% ($25.6M/$237.0M)	QoQ +50.68% (+$8.6M) YoY +72.96% (+$10.8M)
Spotify Technology S.A.(SPOTcusipL8681T102)	38.6K	QoQ +37.46% (+10.5K) YoY NEW(+38.6K)	All Managers (Combined)	$21.2M	9.0% ($21.2M/$237.0M)	QoQ +69.01% (+$8.7M) YoY NEW(+$21.2M)
CLEAN HARBORS INC(CLHcusip184496107)	104.0K	QoQ +74.57% (+44.4K) YoY NEW(+104.0K)	All Managers (Combined)	$20.5M	8.6% ($20.5M/$237.0M)	QoQ +49.51% (+$6.8M) YoY NEW(+$20.5M)
SS&C Technologies Holdings Inc(SSNCcusip78467J100)	214.4K	QoQ +42.93% (+64.4K) YoY NEW(+214.4K)	All Managers (Combined)	$17.9M	7.6% ($17.9M/$237.0M)	QoQ +57.55% (+$6.5M) YoY NEW(+$17.9M)
TAPESTRY, INC.(TPRcusip876030107)	245.3K	QoQ -10.81% (-29.7K) YoY NEW(+245.3K)	All Managers (Combined)	$17.3M	7.3% ($17.3M/$237.0M)	QoQ -3.87% (-$696.7K) YoY NEW(+$17.3M)
Ferguson Enterprises Inc. /DE/(FERGcusip31488V107)	99.3K	QoQ +59.99% (+37.2K) YoY NEW(+99.3K)	All Managers (Combined)	$15.9M	6.7% ($15.9M/$237.0M)	QoQ +47.69% (+$5.1M) YoY NEW(+$15.9M)
ACV Auctions Inc.(ACVAcusip00091G104)	933.1K	QoQ +16.75% (-133.9K) YoY +3.69% (-33.2K)	All Managers (Combined)	$13.1M	5.5% ($13.1M/$237.0M)	QoQ -23.83% (-$4.1M) YoY -22.16% (-$3.7M)
Cinemark Holdings, Inc.(CNKcusip17243V102)	441.9K	QoQ NEW(+441.9K) YoY NEW(+441.9K)	All Managers (Combined)	$11.0M	4.6% ($11.0M/$237.0M)	QoQ NEW(+$11.0M) YoY NEW(+$11.0M)
US Foods Holding Corp.(USFDcusip912008109)	157.8K	QoQ -3.33% (-5.4K) YoY -32.87% (-77.3K)	All Managers (Combined)	$10.3M	4.4% ($10.3M/$237.0M)	QoQ -6.20% (-$682.8K) YoY -18.57% (-$2.4M)
PATRICK INDUSTRIES INC(PATKcusip703343103)	121.9K	QoQ -17.55% (-26.0K) YoY +26.19% (-25.3K)	All Managers (Combined)	$10.3M	4.4% ($10.3M/$237.0M)	QoQ -16.08% (-$2.0M) YoY -10.67% (-$1.2M)
SENSIENT TECHNOLOGIES CORP(SXTcusip81725T100)	135.5K	QoQ NEW(+135.5K) YoY NEW(+135.5K)	All Managers (Combined)	$10.1M	4.3% ($10.1M/$237.0M)	QoQ NEW(+$10.1M) YoY NEW(+$10.1M)
Constellation Energy Corp(CEGcusip21037T109)	47.6K	QoQ -39.71% (-31.4K) YoY -51.39% (-50.4K)	All Managers (Combined)	$9.6M	4.1% ($9.6M/$237.0M)	QoQ -45.66% (-$8.1M) YoY -46.98% (-$8.5M)
JONES LANG LASALLE INC(JLLcusip48020Q107)	36.4K	QoQ -28.08% (-14.2K) YoY -56.11% (-46.6K)	All Managers (Combined)	$9.0M	3.8% ($9.0M/$237.0M)	QoQ -29.57% (-$3.8M) YoY -44.23% (-$7.2M)
WESTERN DIGITAL CORP(WDCcusip958102105)	206.7K	QoQ -1.60% (-3.4K) YoY NEW(+206.7K)	All Managers (Combined)	$8.4M	3.5% ($8.4M/$237.0M)	QoQ -33.28% (-$4.2M) YoY NEW(+$8.4M)
BRUNSWICK CORP(BCcusip117043109)	64.1K	QoQ NEW(+64.1K) YoY NEW(+64.1K)	All Managers (Combined)	$3.5M	1.5% ($3.5M/$237.0M)	QoQ NEW(+$3.5M) YoY NEW(+$3.5M)
Everus Construction Group, Inc.(ECGcusip300426103)	74.1K	QoQ -68.16% (-158.7K) YoY NEW(+74.1K)	All Managers (Combined)	$2.7M	1.2% ($2.7M/$237.0M)	QoQ -82.04% (-$12.6M) YoY NEW(+$2.7M)
CELESTICA INC(CLScusip15101Q207)	2.6K	QoQ NEW(+2.6K) YoY NEW(+2.6K)	All Managers (Combined)	$204.0K	0.1% ($204.0K/$237.0M)	QoQ NEW(+$204.0K) YoY NEW(+$204.0K)