Rivermont Capital Management LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Rivermont Capital Management LP reported 19 stock positions worth $272.8 million. Its top holding was Willis Towers Watson (WTW) at 10.2% of the portfolio, followed by Ferguson Jersey (FERG, 8.6%) and Constellation Energy (CEG, 6.6%). Compared with Q4 2023, it opened 3 new positions, sold out of 6, added to 6 and reduced 10. The biggest buy was a new position in Atmus Filtration Technologie (ATMU) and the biggest sale an exit from Discover Financial Services (DFS).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $272.8M (Q1 2024)
- SEC Filing
- 0001965613-24-000004 ↗ filed May 14, 2024
Holdings Value
Holdings 19 stocks · $272.8M
| WTW Willis Towers Watson PLC | 10.23% | 101,450 | $27.9M | Add +24.0% |
| FERG Ferguson Jersey Ltd. | 8.62% | 107,654 | $23.5M | Reduce -2.4% |
| CEG Constellation Energy | 6.64% | 97,971 | $18.1M | Reduce -12.5% |
| MLM Martin Marietta Materials | 6.40% | 28,462 | $17.5M | Add +25.9% |
| ACVA Acv Auctions Inc. Class A | 6.19% | 899,901 | $16.9M | Add +29.1% |
| BBWI Bath & Body Works Inc. | 5.96% | 324,866 | $16.2M | Reduce -0.0% |
| JLL Jones Lang Lasalle Inc. | 5.93% | 82,975 | $16.2M | Add +68.4% |
| ATMU Atmus Filtration Technologie | 5.63% | 476,479 | $15.4M | New |
| CR Crane Co. | 5.58% | 112,666 | $15.2M | Reduce -0.9% |
| NWSA News Corp. Class A | 5.43% | 565,623 | $14.8M | Reduce -7.6% |
| FTRE Fortrea Holdings Inc. | 5.02% | 341,275 | $13.7M | Reduce -15.1% |
| USFD US Foods Holding Corp. | 4.65% | 235,072 | $12.7M | Reduce -9.1% |
| TRMB Trimble Inc. | 4.62% | 195,826 | $12.6M | New |
| VNT Vontier Corp. | 4.44% | 266,965 | $12.1M | Add +63.2% |
| AVTR Avantor Inc. | 4.38% | 467,528 | $12.0M | Add +16.7% |
| PATK Patrick Industries Inc. | 4.23% | 96,626 | $11.5M | New |
| AZPN Aspen Technology Inc. | 3.56% | 45,478 | $9.7M | Reduce -8.0% |
| CPAY Corpay Inc. | 1.77% | 15,614 | $4.8M | Reduce -57.0% |
| BOOT Boot Barn Holdings Inc. | 0.73% | 20,906 | $2.0M | Reduce -74.9% |
Portfolio Sells Q4 2023 → Q1 2024
| DFS Discover Financial Services | Sold out | 0.00% | −4.93 |
| ICE Intercontinental Exchange Inc. | Sold out | 0.00% | −3.75 |
| LAMR Lamar Advertising Co. Class A | Sold out | 0.00% | −3.46 |
| NATL NCR Atleos Corp. | Sold out | 0.00% | −2.72 |
| CBRE CBRE Group Inc. Class A | Sold out | 0.00% | −2.62 |
| VYX NCR Voyix Corp. | Sold out | 0.00% | −2.50 |
| CPAY Corpay Inc. | Reduce -57.0% | 1.77% | −2.43 |
| BOOT Boot Barn Holdings Inc. | Reduce -74.9% | 0.73% | −1.88 |
| AZPN Aspen Technology Inc. | Reduce -8.0% | 3.56% | −0.89 |
| FTRE Fortrea Holdings Inc. | Reduce -15.1% | 5.02% | −0.71 |
| NWSA News Corp. Class A | Reduce -7.6% | 5.43% | −0.71 |
| USFD US Foods Holding Corp. | Reduce -9.1% | 4.65% | −0.15 |
| FERG Ferguson Jersey Ltd. | Reduce -2.4% | 8.62% | −0.08 |
| CR Crane Co. | Reduce -0.9% | 5.58% | +0.09 |
| BBWI Bath & Body Works Inc. | Reduce -0.0% | 5.96% | +0.23 |
| CEG Constellation Energy | Reduce -12.5% | 6.64% | +1.29 |
Portfolio Buys Q4 2023 → Q1 2024
| ATMU Atmus Filtration Technologie | New | 5.63% | +5.63 |
| TRMB Trimble Inc. | New | 4.62% | +4.62 |
| PATK Patrick Industries Inc. | New | 4.23% | +4.23 |
| WTW Willis Towers Watson PLC | Add +24.0% | 10.23% | +2.16 |
| JLL Jones Lang Lasalle Inc. | Add +68.4% | 5.93% | +2.13 |
| VNT Vontier Corp. | Add +63.2% | 4.44% | +2.13 |
| ACVA Acv Auctions Inc. Class A | Add +29.1% | 6.19% | +1.88 |
| MLM Martin Marietta Materials | Add +25.9% | 6.40% | +1.80 |
| AVTR Avantor Inc. | Add +16.7% | 4.38% | +0.65 |
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 |