Rivermont Capital Management LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Rivermont Capital Management LP reported 20 stock positions worth $704.8 million. Its top holding was Seagate Technology (STX) at 15.6% of the portfolio, followed by Sensient Technologies (SXT, 9.9%) and TTM Technologies (TTMI, 7.7%). Compared with Q1 2026, it opened 9 new positions, sold out of 9, added to 8 and reduced 3. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale an exit from Williams Cos (WMB).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $704.8M (Q2 2026)
- SEC Filing
- 0001965613-26-000005 ↗ filed Aug 13, 2026
Holdings Value
Holdings 20 stocks · $704.8M
| STX Seagate Technology Holdings | 15.56% | 113,669 | $109.7M | Reduce -6.9% |
| SXT Sensient Technologies Corp. | 9.87% | 564,209 | $69.6M | Add +2.1% |
| TTMI TTM Technologies | 7.68% | 289,248 | $54.1M | Add +28.9% |
| CHRW C.H. Robinson Worldwide Inc. | 6.16% | 230,439 | $43.4M | Add +110.8% |
| WWD Woodward Inc. | 6.10% | 101,026 | $43.0M | Add +160.7% |
| FERG Ferguson Enterprises Inc. | 5.63% | 167,309 | $39.7M | Add +62.3% |
| WDC Western Digital Corp. | 4.89% | 54,000 | $34.5M | Reduce -53.3% |
| TSM Taiwan Semiconductor-SP ADR | 4.72% | 69,725 | $33.3M | New |
| CIFR Cipher Digital Inc. | 4.32% | 1,242,274 | $30.4M | New |
| VSH Vishay Intertechnology Inc. | 4.26% | 558,209 | $30.0M | New |
| FND Floor & Decor Holdings Inc. Class A | 3.82% | 453,890 | $26.9M | Add +0.7% |
| RTO Rentokil Initial PLC-SP ADR | 3.73% | 919,926 | $26.3M | Add +15.9% |
| ARW Arrow Electronics Inc. | 3.49% | 115,096 | $24.6M | New |
| WAT Waters Corp. | 3.48% | 65,467 | $24.6M | New |
| AAP Advance Auto Parts Inc. | 3.09% | 350,000 | $21.8M | New |
| SITM Sitime Corp. | 2.98% | 28,191 | $21.0M | New |
| SPOT Spotify Technology SA | 2.91% | 44,604 | $20.5M | Reduce -30.2% |
| TREX Trex Company Inc. filed as TREX INC | 2.86% | 403,273 | $20.2M | New |
| SITE Siteone Landscape Supply Inc. | 2.78% | 171,191 | $19.6M | Add +22.5% |
| HUT Hut 8 Corp. | 1.66% | 101,121 | $11.7M | New |
Portfolio Sells Q1 2026 → Q2 2026
| WMB Williams Cos Inc. | Sold out | 0.00% | −5.71 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −5.62 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −5.27 |
| LIN Linde PLC | Sold out | 0.00% | −4.49 |
| CLS Celestica Inc. | Sold out | 0.00% | −4.41 |
| MKSI MKS Inc. | Sold out | 0.00% | −4.24 |
| SPOT Spotify Technology SA | Reduce -30.2% | 2.91% | −3.62 |
| WING Wingstop Inc. | Sold out | 0.00% | −2.68 |
| JBS JBS NV-A | Sold out | 0.00% | −2.08 |
| ONON On Holding AG Class A | Sold out | 0.00% | −1.84 |
| WDC Western Digital Corp. | Reduce -53.3% | 4.89% | −1.70 |
| STX Seagate Technology Holdings | Reduce -6.9% | 15.56% | +5.48 |
Portfolio Buys Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | New | 4.72% | +4.72 |
| CIFR Cipher Digital Inc. | New | 4.32% | +4.32 |
| VSH Vishay Intertechnology Inc. | New | 4.26% | +4.26 |
| ARW Arrow Electronics Inc. | New | 3.49% | +3.49 |
| WAT Waters Corp. | New | 3.48% | +3.48 |
| WWD Woodward Inc. | Add +160.7% | 6.10% | +3.18 |
| AAP Advance Auto Parts Inc. | New | 3.09% | +3.09 |
| TTMI TTM Technologies | Add +28.9% | 7.68% | +3.07 |
| SITM Sitime Corp. | New | 2.98% | +2.98 |
| TREX Trex Company Inc. | New | 2.86% | +2.86 |
| CHRW C.H. Robinson Worldwide Inc. | Add +110.8% | 6.16% | +2.33 |
| HUT Hut 8 Corp. | New | 1.66% | +1.66 |
| FERG Ferguson Enterprises Inc. | Add +62.3% | 5.63% | +0.57 |
| SXT Sensient Technologies Corp. | Add +2.1% | 9.87% | −0.19 |
| FND Floor & Decor Holdings Inc. Class A | Add +0.7% | 3.82% | −1.00 |
| SITE Siteone Landscape Supply Inc. | Add +22.5% | 2.78% | −1.14 |
| RTO Rentokil Initial PLC-SP ADR | Add +15.9% | 3.73% | −1.53 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 20 | $704.8M | STX, SXT, TTMI, CHRW, WWD |
| Q1 2026 | 20 | $474.7M | STX, SXT, WDC, SPOT, WMB |
| Q4 2025 | 22 | $421.0M | SXT, STX, SPOT, WDC, TTMI |
| Q3 2025 | 19 | $378.6M | STX, FERG, WTW, CLH, WDC |
| Q2 2025 | 17 | $313.7M | FERG, CLS, TPR, SXT, WTW |
| Q1 2025Amended | 18 | $237.0M | WTW, NWSA, SPOT, CLH, SSNC |
| Q4 2024 | 19 | $265.5M | WTW, LPLA, TPR, CEG, ACVA |
| Q3 2024 | 17 | $212.2M | CEG, WTW, JLL, ACVA, CLH |
| Q2 2024 | 19 | $233.6M | WTW, NWSA, JLL, CEG, ACVA |
| Q1 2024 | 19 | $272.8M | WTW, FERG, CEG, MLM, ACVA |