# Rivermont Capital Management LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1965613. Source: https://holderbook.com/funds/1965613-rivermont-capital-management-lp/

- Reported value: $704.8M
- Positions: 20
- Weight of the ten largest: 69.2%
- Filed: 2026-08-13

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | [STX](https://holderbook.com/stocks/STX/) | $109.7M | 113,669 | 15.6% | 4 |
| SENSIENT TECHNOLOGIES CORP | [SXT](https://holderbook.com/stocks/SXT/) | $69.6M | 564,209 | 9.9% | 6 |
| TTM TECHNOLOGIES INC | [TTMI](https://holderbook.com/stocks/TTMI/) | $54.1M | 289,248 | 7.7% | 4 |
| C H ROBINSON WORLDWIDE IN | [CHRW](https://holderbook.com/stocks/CHRW/) | $43.4M | 230,439 | 6.2% | 3 |
| WOODWARD INC | [WWD](https://holderbook.com/stocks/WWD/) | $43.0M | 101,026 | 6.1% | 3 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $39.7M | 167,309 | 5.6% | 8 |
| WESTERN DIGITAL CORP | [WDC](https://holderbook.com/stocks/WDC/) | $34.5M | 54,000 | 4.9% | 4 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $33.3M | 69,725 | 4.7% | 1 |
| CIPHER DIGITAL INC | [CIFR](https://holderbook.com/stocks/CIFR/) | $30.4M | 1,242,274 | 4.3% | 1 |
| VISHAY INTERTECHNOLOGY INC | [VSH](https://holderbook.com/stocks/VSH/) | $30.0M | 558,209 | 4.3% | 1 |
| FLOOR & DECOR HLDGS INC | [FND](https://holderbook.com/stocks/FND/) | $26.9M | 453,890 | 3.8% | 3 |
| RENTOKIL INITIAL PLC | [RTO](https://holderbook.com/stocks/RTO/) | $26.3M | 919,926 | 3.7% | 2 |
| ARROW ELECTRS INC | [ARW](https://holderbook.com/stocks/ARW/) | $24.6M | 115,096 | 3.5% | 1 |
| WATERS CORP | [WAT](https://holderbook.com/stocks/WAT/) | $24.6M | 65,467 | 3.5% | 1 |
| ADVANCE AUTO PARTS INC | [AAP](https://holderbook.com/stocks/AAP/) | $21.8M | 350,000 | 3.1% | 1 |
| SITIME CORP | [SITM](https://holderbook.com/stocks/SITM/) | $21.0M | 28,191 | 3.0% | 1 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $20.5M | 44,604 | 2.9% | 7 |
| TREX INC | [TREX](https://holderbook.com/stocks/TREX/) | $20.2M | 403,273 | 2.9% | 1 |
| SITEONE LANDSCAPE SUPPLY INC | [SITE](https://holderbook.com/stocks/SITE/) | $19.6M | 171,191 | 2.8% | 2 |
| HUT 8 CORP | [HUT](https://holderbook.com/stocks/HUT/) | $11.7M | 101,121 | 1.7% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +39.2% | +14.8% | +24.4% | 100% |
| Q1 2026 | +5.0% | -4.6% | +9.7% | 100% |
| Q4 2025 | +3.4% | +2.4% | +1.0% | 100% |
| Q3 2025 | +12.6% | +7.8% | +4.7% | 100% |
| Q2 2025 | +18.9% | +10.5% | +8.4% | 100% |
| Q1 2025 | -7.6% | -4.6% | -3.0% | 100% |
| Q4 2024 | -0.2% | +2.1% | -2.3% | 100% |
| Q3 2024 | +10.5% | +5.4% | +5.1% | 97% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $704.8M | 20 |
| Q1 2026 | $474.7M | 20 |
| Q4 2025 | $421.0M | 22 |
| Q3 2025 | $378.6M | 19 |
| Q2 2025 | $313.7M | 17 |
| Q1 2025 | $434.7M | 18 |
| Q4 2024 | $265.5M | 19 |
| Q3 2024 | $212.2M | 17 |
| Q2 2024 | $233.6M | 19 |
| Q1 2024 | $272.8M | 19 |
| Q4 2023 | $244.8M | 22 |
| Q3 2023 | $223.6M | 19 |