Rivermont Capital Management LP
Investment Portfolio & 13F Holdings Analysis
About
Rivermont Capital Management LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 18 holdings worth $0.2 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
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
Filing Details
13F-HR/A • 2025-03-31- 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
- Manager Name
- Rivermont-Capital-Management-Lp
Data Enrichment
100% identified18 identified0 unidentified
Holdings
18 positions • $237.0M total value
Manager:
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Shares:214.4K
Value:$17.9M
% of Portfolio:7.6% ($17.9M/$237.0M)
Shares:99.3K
Value:$15.9M
% of Portfolio:6.7% ($15.9M/$237.0M)
Shares:135.5K
Value:$10.1M
% of Portfolio:4.3% ($10.1M/$237.0M)
Shares:74.1K
Value:$2.7M
% of Portfolio:1.2% ($2.7M/$237.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
| 89.6K | All Managers (Combined) | $30.3M | 12.8% ($30.3M/$237.0M) | |||
| 940.9K | All Managers (Combined) | $25.6M | 10.8% ($25.6M/$237.0M) | |||
| 38.6K | YoY NEW(+38.6K) | All Managers (Combined) | $21.2M | 9.0% ($21.2M/$237.0M) | YoY NEW(+$21.2M) | |
| 104.0K | YoY NEW(+104.0K) | All Managers (Combined) | $20.5M | 8.6% ($20.5M/$237.0M) | YoY NEW(+$20.5M) | |
| 214.4K | YoY NEW(+214.4K) | All Managers (Combined) | $17.9M | 7.6% ($17.9M/$237.0M) | YoY NEW(+$17.9M) | |
TAPESTRY, INC.(TPRcusip876030107) | 245.3K | YoY NEW(+245.3K) | All Managers (Combined) | $17.3M | 7.3% ($17.3M/$237.0M) | YoY NEW(+$17.3M) |
| 99.3K | YoY NEW(+99.3K) | All Managers (Combined) | $15.9M | 6.7% ($15.9M/$237.0M) | YoY NEW(+$15.9M) | |
| 933.1K | All Managers (Combined) | $13.1M | 5.5% ($13.1M/$237.0M) | |||
| 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) | |
| 157.8K | All Managers (Combined) | $10.3M | 4.4% ($10.3M/$237.0M) | |||
| 121.9K | All Managers (Combined) | $10.3M | 4.4% ($10.3M/$237.0M) | |||
| 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) | |
| 47.6K | All Managers (Combined) | $9.6M | 4.1% ($9.6M/$237.0M) | |||
| 36.4K | All Managers (Combined) | $9.0M | 3.8% ($9.0M/$237.0M) | |||
| 206.7K | YoY NEW(+206.7K) | All Managers (Combined) | $8.4M | 3.5% ($8.4M/$237.0M) | 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) |
| 74.1K | YoY NEW(+74.1K) | All Managers (Combined) | $2.7M | 1.2% ($2.7M/$237.0M) | 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) |