The Analysis of Rivermont Capital Management LP's Holdings
Currently, Rivermont Capital Management LP holds 22 types of securities in its portfolio with a total value $421.0M. In the most recent quarter, they have increased their positions in SXT (+265.3K shares, valued at $24.9M), WWD (+76.9K shares, valued at $23.2M), ROST (+122.9K shares, valued at $22.1M); decreased their positions in CLH (-78.4K shares, valued at $18.4M), N/A (-60.8K shares, valued at $13.5M), WDC (-71.2K shares, valued at $12.3M); initiated new positions in WWD (+76.9K shares, valued at $23.2M), ROST (+122.9K shares, valued at $22.1M), N/A (+857.2K shares, valued at $17.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SXT SENSIENT TECHNOLOGIES CORP342.0K shares346.28%2025-12-312026-02-17
SPOT SPOTIFY TECHNOLOGY S A50.8K shares31.07%2025-12-312026-02-17 WDC WESTERN DIGITAL CORP154.3K shares-31.58%2025-12-312026-02-17 TTMI TTM TECHNOLOGIES INC377.9K shares372.37%2025-12-312026-02-17 CELESTICA INC CELESTICA INC79.9K shares-25.96%2025-12-312026-02-17 WWD WOODWARD INC76.9K sharesnew addition2025-12-312026-02-17 ROST ROSS STORES INC122.9K sharesnew addition2025-12-312026-02-17 WTW WILLIS TOWERS WATSON PLC LTD66.3K shares-22.08%2025-12-312026-02-17 NWSA NEWS CORP NEW774.3K shares-11.16%2025-12-312026-02-17 CEG CONSTELLATION ENERGY CORP51.0K shares-22.46%2025-12-312026-02-17 CHRW C H ROBINSON WORLDWIDE INC106.4K sharesnew addition2025-12-312026-02-17 CVNA CARVANA CO38.3K sharesnew addition2025-12-312026-02-17 WING WINGSTOP INC62.0K sharesnew addition2025-12-312026-02-17 VFC V F CORP760.1K shares26.64%2025-12-312026-02-17 FND FLOOR & DECOR HLDGS INC218.5K sharesnew addition2025-12-312026-02-17 TPR TAPESTRY INC91.7K shares-49.12%2025-12-312026-02-17 SSNC SS&C TECHNOLOGIES HLDGS INC129.2K shares-17.94%2025-12-312026-02-17 CLH CLEAN HARBORS INC44.3K shares-63.91%2025-12-312026-02-17 CRCL CIRCLE INTERNET GROUP INC10.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available