Rivermont Capital Management LP — 13F Holdings & Portfolio
CIK 1965613 · latest 13F-HR filed 2026-08-13
Rivermont Capital Management LP manages $704.8M in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are STX (15.56%), SXT (9.87%), TTMI (7.68%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 9 new positions, exited 9, added to 10, and trimmed 1.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
35TH FLOOR
NEW YORK, NY 10022
$704.8M
Long-equity book
20
Distinct positions
2026-06-30
Filed 2026-08-13
+9 / −9 / ↑10 / ↓1
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SEAGATE TECHNOLOGY HLDNGS PL$61.8M +129.3%
- TTM TECHNOLOGIES INC$32.2M +147.4%
- WOODWARD INC$29.1M +209.9%
- C H ROBINSON WORLDWIDE IN$25.3M +139.1%
- SENSIENT TECHNOLOGIES CORP$21.8M +45.7%
New Positions
- TAIWAN SEMICONDUCTOR MANUFAC$33.3M
- CIPHER DIGITAL INC$30.4M
- VISHAY INTERTECHNOLOGY INC$30.0M
- ARROW ELECTRS INC$24.6M
- WATERS CORP$24.6M
Exited Positions
- WILLIAMS COS INC$27.1M
- ROSS STORES INC$26.7M
- LUMENTUM HLDGS INC$25.0M
- LINDE PLC$21.3M
- CELESTICA INC$20.9M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SEAGATE TECHNOLOGY HLDNGS PL | STX | G7997R103 | $109.7M | 15.56% | 113,669 | SH |
| 2 | SENSIENT TECHNOLOGIES CORP | SXT | 81725T100 | $69.6M | 9.87% | 564,209 | SH |
| 3 | TTM TECHNOLOGIES INC | TTMI | 87305R109 | $54.1M | 7.68% | 289,248 | SH |
| 4 | C H ROBINSON WORLDWIDE IN | CHRW | 12541W209 | $43.4M | 6.16% | 230,439 | SH |
| 5 | WOODWARD INC | WWD | 980745103 | $43.0M | 6.10% | 101,026 | SH |
| 6 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $39.7M | 5.63% | 167,309 | SH |
| 7 | WESTERN DIGITAL CORP | WDC | 958102105 | $34.5M | 4.89% | 54,000 | SH |
| 8 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $33.3M | 4.72% | 69,725 | SH |
| 9 | CIPHER DIGITAL INC | CIFR | 17253J106 | $30.4M | 4.32% | 1,242,274 | SH |
| 10 | VISHAY INTERTECHNOLOGY INC | VSH | 928298108 | $30.0M | 4.26% | 558,209 | SH |
| 11 | FLOOR & DECOR HLDGS INC | FND | 339750101 | $26.9M | 3.82% | 453,890 | SH |
| 12 | RENTOKIL INITIAL PLC | RTO | 760125104 | $26.3M | 3.73% | 919,926 | SH |
| 13 | ARROW ELECTRS INC | ARW | 042735100 | $24.6M | 3.49% | 115,096 | SH |
| 14 | WATERS CORP | WAT | 941848103 | $24.6M | 3.48% | 65,467 | SH |
| 15 | ADVANCE AUTO PARTS INC | AAP | 00751Y106 | $21.8M | 3.09% | 350,000 | SH |
| 16 | SITIME CORP | SITM | 82982T106 | $21.0M | 2.98% | 28,191 | SH |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $20.5M | 2.91% | 44,604 | SH |
| 18 | TREX INC | TREX | 89531P105 | $20.2M | 2.86% | 403,273 | SH |
| 19 | SITEONE LANDSCAPE SUPPLY INC | SITE | 82982L103 | $19.6M | 2.78% | 171,191 | SH |
| 20 | HUT 8 CORP | HUT | 44812J104 | $11.7M | 1.66% | 101,121 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-13 | $704.8M | 20 | 0001965613-26-000005 |
| 2026-03-31 | 2026-05-14 | $474.7M | 20 | 0001965613-26-000003 |
| 2025-12-31 | 2026-02-17 | $421.0M | 22 | 0001965613-26-000002 |
| 2025-09-30 | 2025-11-13 | $378.6M | 19 | 0001965613-25-000008 |