Holders — by stockHoldings — by fund
Rivermont Capital Management LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001965613
$704.8M
disclosed book value
20
positions
15.6%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | STXSEAGATE TECHNOLOGY HLDNGS PL | 113,669 | $109.7M | 15.6% |
| 2 | SXTSENSIENT TECHNOLOGIES CORP | 564,209 | $69.6M | 9.9% |
| 3 | TTMITTM TECHNOLOGIES INC | 289,248 | $54.1M | 7.7% |
| 4 | CHRWC H ROBINSON WORLDWIDE IN | 230,439 | $43.4M | 6.2% |
| 5 | WWDWOODWARD INC | 101,026 | $43.0M | 6.1% |
| 6 | FERGFERGUSON ENTERPRISES INC | 167,309 | $39.7M | 5.6% |
| 7 | WDCWESTERN DIGITAL CORP | 54,000 | $34.5M | 4.9% |
| 8 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 69,725 | $33.3M | 4.7% |
| 9 | CIFRCIPHER DIGITAL INC | 1.2M | $30.4M | 4.3% |
| 10 | VSHVISHAY INTERTECHNOLOGY INC | 558,209 | $30.0M | 4.3% |
| 11 | FNDFLOOR & DECOR HLDGS INC | 453,890 | $26.9M | 3.8% |
| 12 | RTORENTOKIL INITIAL PLC | 919,926 | $26.3M | 3.7% |
| 13 | ARWARROW ELECTRS INC | 115,096 | $24.6M | 3.5% |
| 14 | WATWATERS CORP | 65,467 | $24.6M | 3.5% |
| 15 | AAPADVANCE AUTO PARTS INC | 350,000 | $21.8M | 3.1% |
| 16 | SITMSITIME CORP | 28,191 | $21.0M | 3% |
| 17 | SPOTSPOTIFY TECHNOLOGY S A | 44,604 | $20.5M | 2.9% |
| 18 | TREXTREX INC | 403,273 | $20.2M | 2.9% |
| 19 | SITESITEONE LANDSCAPE SUPPLY INC | 171,191 | $19.6M | 2.8% |
| 20 | HUTHUT 8 CORP | 101,121 | $11.7M | 1.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.