Rivermont Capital Management LP
data from 30/09/2025
Capitalization
$ 378.553 M
20.69 %
Performance
$ 139.561 M
59.94 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 9.37% | 35.459 M $ | 150211 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FERG | FERGUSON ENTERPRISES INC | 8.53% | 32.291 M $ | 143784 | 2024/09/30 | 1.043 M $ | 3.14 % |
| 2025/09/30 | WTW | WILLIS TOWERS WATSON PLC LTD | 7.77% | 29.401 M $ | 85108 | 2022/12/31 | 3.282 M $ | 12.71 % |
| 2025/09/30 | CLH | CLEAN HARBORS INC | 7.52% | 28.482 M $ | 122652 | 2024/06/30 | 83.972 K $ | 0.45 % |
| 2025/09/30 | WDC | WESTERN DIGITAL CORP | 7.15% | 27.078 M $ | 225541 | 2024/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SPOT | SPOTIFY TECHNOLOGY S A | 7.15% | 27.061 M $ | 38770 | 2024/12/31 | -1.765 M $ | -9.04 % |
| 2025/09/30 | NWSA | NEWS CORP NEW | 7.07% | 26.764 M $ | 871521 | 2022/12/31 | 622.402 K $ | 3.33 % |
| 2025/09/30 | CLS | CELESTICA INC | 7.02% | 26.585 M $ | 107903 | 2025/03/31 | 17.250 M $ | 57.82 % |
| 2025/09/30 | GO | GROCERY OUTLET HLDG CORP | 5.72% | 21.669 M $ | 1350075 | 2025/06/30 | 922.651 K $ | 29.23 % |
| 2025/09/30 | CEG | CONSTELLATION ENERGY CORP | 5.71% | 21.631 M $ | 65734 | 2022/12/31 | 474.322 K $ | 1.96 % |
| 2025/09/30 | TPR | TAPESTRY INC | 5.39% | 20.400 M $ | 180183 | 2024/12/31 | 8.289 M $ | 28.94 % |
| 2025/09/30 | LPX | LOUISIANA PAC CORP | 4.29% | 16.242 M $ | 182828 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 3.69% | 13.975 M $ | 157443 | 2024/09/30 | 1.283 M $ | 7.20 % |
| 2025/09/30 | MDB | MONGODB INC | 3.30% | 12.489 M $ | 40238 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | JBS | JBS N.V. | 2.69% | 10.167 M $ | 680978 | 2025/06/30 | 152.400 K $ | 2.19 % |
| 2025/09/30 | VFC | V F CORP | 2.29% | 8.661 M $ | 600200 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | HOOD | ROBINHOOD MKTS INC | 2.22% | 8.397 M $ | 58648 | 2024/12/31 | 8.839 M $ | 52.92 % |
| 2025/09/30 | SXT | SENSIENT TECHNOLOGIES CORP | 1.90% | 7.191 M $ | 76627 | 2025/03/31 | -1.320 M $ | -4.74 % |
| 2025/09/30 | TTMI | TTM TECHNOLOGIES INC | 1.22% | 4.608 M $ | 80000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | USFD | US FOODS HLDG CORP | 0.00% | 0.000 $ | 0 | 2023/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | WWD | WOODWARD INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | AMD | ADVANCED MICRO DEVICES INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | FUN | SIX FLAGS ENTERTAINMENT CORP | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |