Rivermont Capital Management LP - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Rivermont Capital Management LP held in its portfolio 22 assets valued at $420,952,649 (i.e. $420.95M).

The most valuable assets in the portfolio included: SENSIENT TECHNOLOGIES CORP ($32.13M), SEAGATE TECHNOLOGY HLDNGS PL ($32.08M), and SPOTIFY TECHNOLOGY S A ($29.51M).

The chart below shows the top 10 valuable assets, and the table below shows the top 22 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Rivermont Capital Management LP Portfolio

SENSIENT TECHNOLOGIES CORP

SEAGATE TECHNOLOGY HLDNGS PL

SPOTIFY TECHNOLOGY S A

WESTERN DIGITAL CORP

TTM TECHNOLOGIES INC

CELESTICA INC

WOODWARD INC

ROSS STORES INC

WILLIS TOWERS WATSON PLC LTD

NEWS CORP NEW

Rivermont Capital Management LP - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
SENSIENT TECHNOLOGIES CORP	341968	32127894	COM
SEAGATE TECHNOLOGY HLDNGS PL	116496	32081833	ORD SHS
SPOTIFY TECHNOLOGY S A	50814	29508198	SHS
WESTERN DIGITAL CORP	154309	26582811	COM
TTM TECHNOLOGIES INC	377894	26074686	COM
CELESTICA INC	79893	23617170	COM
WOODWARD INC	76874	23240548	COM
ROSS STORES INC	122948	22147853	COM
WILLIS TOWERS WATSON PLC LTD	66320	21792752	SHS
NEWS CORP NEW	774287	20224376	CL A
FERGUSON ENTERPRISES INC	83032	18485414	COMMON STOCK NEW
CONSTELLATION ENERGY CORP	50970	18006172	COM
JAMES HARDIE INDS PLC	857177	17786423	ORD SHS
C H ROBINSON WORLDWIDE INC	106409	17106311	COM NEW
CARVANA CO	38290	16159146	CL A
WINGSTOP INC	62000	14786380	COM
V F CORP	760112	13742825	COM
FLOOR & DECOR HLDGS INC	218475	13302943	CL A
TAPESTRY INC	91677	11713570	COM
SS&C TECHNOLOGIES HLDGS INC	129190	11293790	COM
CLEAN HARBORS INC	44262	10378554	COM
CIRCLE INTERNET GROUP INC	10000	793000	COM CL A