Rivermont Capital Management LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Rivermont Capital Management LP disclosed 20 US equity positions worth $704.8m in its Q2 2026 13F filing. The largest position was STX at 15.6% of the reported book, followed by SXT and TTMI. Against the Q1 2026 filing, it opened 9 new positions, added to 8 and reduced 3 among the top 20 holdings.
What did Rivermont Capital Management LP own in Q2 2026? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | STX SEAGATE TECHNOLOGY HLDNGS PL | Technology | 15.6% | $109.7m | 113,669 | -7% | reduced |
| 2 | SXT SENSIENT TECHNOLOGIES CORP | Basic Materials | 9.9% | $69.6m | 564,209 | 2% | added |
| 3 | TTMI TTM TECHNOLOGIES INC | Technology | 7.7% | $54.1m | 289,248 | 29% | added |
| 4 | CHRW C H ROBINSON WORLDWIDE IN | Industrials | 6.2% | $43.4m | 230,439 | 111% | added |
| 5 | WWD WOODWARD INC | Industrials | 6.1% | $43.0m | 101,026 | 161% | added |
| 6 | FERG FERGUSON ENTERPRISES INC | Industrials | 5.6% | $39.7m | 167,309 | 62% | added |
| 7 | WDC WESTERN DIGITAL CORP | Technology | 4.9% | $34.5m | 54,000 | -53% | reduced |
| 8 | TSM TAIWAN SEMICONDUCTOR MANUFAC | Technology | 4.7% | $33.3m | 69,725 | – | new |
| 9 | CIFR CIPHER DIGITAL INC | Technology | 4.3% | $30.4m | 1,242,274 | – | new |
| 10 | VSH VISHAY INTERTECHNOLOGY INC | Technology | 4.3% | $30.0m | 558,209 | – | new |
| 11 | FND FLOOR & DECOR HLDGS INC | Consumer Cyclical | 3.8% | $26.9m | 453,890 | 1% | added |
| 12 | RTO RENTOKIL INITIAL PLC | Industrials | 3.7% | $26.3m | 919,926 | 16% | added |
| 13 | ARW ARROW ELECTRS INC | Technology | 3.5% | $24.6m | 115,096 | – | new |
| 14 | WAT WATERS CORP | Healthcare | 3.5% | $24.6m | 65,467 | – | new |
| 15 | AAP ADVANCE AUTO PARTS INC | Consumer Cyclical | 3.1% | $21.8m | 350,000 | – | new |
| 16 | SITM SITIME CORP | Technology | 3.0% | $21.0m | 28,191 | – | new |
| 17 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 2.9% | $20.5m | 44,604 | -30% | reduced |
| 18 | TREX TREX INC | Industrials | 2.9% | $20.2m | 403,273 | – | new |
| 19 | SITE SITEONE LANDSCAPE SUPPLY INC | Industrials | 2.8% | $19.6m | 171,191 | 23% | added |
| 20 | HUT HUT 8 CORP | Financial Services | 1.7% | $11.7m | 101,121 | – | 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.