Rivermont Capital Management LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RC Rivermont Capital Management LP | Institutional Filer | ▲ 12.76% | $474.7M | 20 |
Current Portfolio Holdings
Showing all 20 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | STX | Seagate Technology Holdings plc | Technology | 122K | $47.8M | 10.08% |
| 2 | SXT | Sensient Technologies Corporation | Basic Materials | 552K | $47.8M | 10.06% |
| 3 | WDC | Western Digital Corporation | Technology | 116K | $31.3M | 6.59% |
| 4 | SPOT | Spotify Technology S.A. | Communication Services | 64K | $31.0M | 6.52% |
| 5 | WMB | The Williams Companies, Inc. | Energy | 372K | $27.1M | 5.71% |
| 6 | ROST | Ross Stores, Inc. | Consumer Cyclical | 123K | $26.7M | 5.62% |
| 7 | LITE | Lumentum Holdings Inc. | Technology | 36K | $25.0M | 5.27% |
| 8 | RTO | Rentokil Initial plc | Industrials | 793K | $25.0M | 5.26% |
| 9 | FERG | Ferguson plc | Industrials | 103K | $24.0M | 5.06% |
| 10 | FND | Floor & Decor Holdings, Inc. | Consumer Cyclical | 451K | $22.9M | 4.82% |
| 11 | TTMI | TTM Technologies, Inc. | Technology | 224K | $21.9M | 4.61% |
| 12 | LIN | Linde plc | Basic Materials | 43K | $21.3M | 4.49% |
| 13 | CLS | Celestica Inc. | Technology | 74K | $20.9M | 4.41% |
| 14 | MKSI | MKS Inc. | Technology | 88K | $20.1M | 4.24% |
| 15 | SITE | SiteOne Landscape Supply, Inc. | Industrials | 140K | $18.6M | 3.92% |
Showing 1 to 15 of 20 holdings