Rivermont Capital Management LP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Rivermont Capital Management LP disclosed 19 US equity positions worth $378.6m in its Q3 2025 13F filing. The largest position was STX at 9.4% of the reported book, followed by FERG and WTW. Against the Q2 2025 filing, it opened 6 new positions, added to 6 and reduced 7 among the top 19 holdings.
What did Rivermont Capital Management LP own in Q3 2025? Top 19 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 9.4% | $35.5m | 150,211 | – | new |
| 2 | FERG FERGUSON ENTERPRISES INC | Industrials | 8.5% | $32.3m | 143,784 | -6% | reduced |
| 3 | WTW WILLIS TOWERS WATSON PLC LTD | Financial Services | 7.8% | $29.4m | 85,108 | 1% | added |
| 4 | CLH CLEAN HARBORS INC | Industrials | 7.5% | $28.5m | 122,652 | 52% | added |
| 5 | WDC WESTERN DIGITAL CORP | Technology | 7.2% | $27.1m | 225,541 | – | new |
| 6 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 7.1% | $27.1m | 38,770 | 52% | added |
| 7 | NWSA NEWS CORP NEW | Communication Services | 7.1% | $26.8m | 871,521 | 39% | added |
| 8 | CLS CELESTICA INC | Technology | 7.0% | $26.6m | 107,903 | -44% | reduced |
| 9 | GO GROCERY OUTLET HLDG CORP | Consumer Defensive | 5.7% | $21.7m | 1,350,075 | 431% | added |
| 10 | CEG CONSTELLATION ENERGY CORP | Utilities | 5.7% | $21.6m | 65,734 | -13% | reduced |
| 11 | TPR TAPESTRY INC | Consumer Cyclical | 5.4% | $20.4m | 180,183 | -45% | reduced |
| 12 | LPX LOUISIANA PAC CORP | Industrials | 4.3% | $16.2m | 182,828 | – | new |
| 13 | SSNC SS&C TECHNOLOGIES HLDGS INC | Technology | 3.7% | $14.0m | 157,443 | -27% | reduced |
| 14 | MDB MONGODB INC | Technology | 3.3% | $12.5m | 40,238 | – | new |
| 15 | JBS JBS N.V. | Consumer Defensive | 2.7% | $10.2m | 680,978 | 43% | added |
| 16 | VFC V F CORP | Consumer Cyclical | 2.3% | $8.7m | 600,200 | – | new |
| 17 | HOOD ROBINHOOD MKTS INC | Financial Services | 2.2% | $8.4m | 58,648 | -67% | reduced |
| 18 | SXT SENSIENT TECHNOLOGIES CORP | Basic Materials | 1.9% | $7.2m | 76,627 | -73% | reduced |
| 19 | TTMI TTM TECHNOLOGIES INC | Technology | 1.2% | $4.6m | 80,000 | – | new |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.