Rivermont Capital Management LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Rivermont Capital Management LP disclosed 20 US equity positions worth $474.7m in its Q1 2026 13F filing. The largest position was STX at 10.1% of the reported book, followed by SXT and WDC.
What did Rivermont Capital Management LP own in Q1 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 10.1% | $47.8m | 122,125 | – | |
| 2 | SXT SENSIENT TECHNOLOGIES CORP | Basic Materials | 10.1% | $47.8m | 552,429 | – | |
| 3 | WDC WESTERN DIGITAL CORP | Technology | 6.6% | $31.3m | 115,665 | – | |
| 4 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 6.5% | $31.0m | 63,868 | – | |
| 5 | WMB WILLIAMS COS INC | Energy | 5.7% | $27.1m | 372,086 | – | |
| 6 | ROST ROSS STORES INC | Consumer Cyclical | 5.6% | $26.7m | 123,138 | – | |
| 7 | LITE LUMENTUM HLDGS INC | Technology | 5.3% | $25.0m | 35,577 | – | |
| 8 | RTO RENTOKIL INITIAL PLC | Industrials | 5.3% | $25.0m | 793,454 | – | |
| 9 | FERG FERGUSON ENTERPRISES INC | Industrials | 5.1% | $24.0m | 103,063 | – | |
| 10 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 4.8% | $22.9m | 450,650 | – | |
| 11 | TTMI TTM TECHNOLOGIES INC | Technology | 4.6% | $21.9m | 224,481 | – | |
| 12 | LIN LINDE PLC | Basic Materials | 4.5% | $21.3m | 42,969 | – | |
| 13 | CLS CELESTICA INC | Technology | 4.4% | $20.9m | 74,272 | – | |
| 14 | MKSI MKS INC. | Technology | 4.2% | $20.1m | 87,537 | – | |
| 15 | SITE SITEONE LANDSCAPE SUPPLY INC | Industrials | 3.9% | $18.6m | 139,702 | – | |
| 16 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 3.8% | $18.2m | 109,293 | – | |
| 17 | WWD WOODWARD INC | Industrials | 2.9% | $13.9m | 38,752 | – | |
| 18 | WING WINGSTOP INC | Consumer Cyclical | 2.7% | $12.7m | 82,021 | – | |
| 19 | JBS JBS N.V. | Consumer Defensive | 2.1% | $9.9m | 550,000 | – | |
| 20 | ON HLDG AG | 1.8% | $8.7m | 256,950 | – |
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.