Rivermont Capital Management LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Rivermont Capital Management LP reported 19 stock positions worth $233.6 million. Its top holding was Willis Towers Watson (WTW) at 11.7% of the portfolio, followed by News Class A (NWSA, 9.0%) and Jones Lang Lasalle (JLL, 7.0%). Compared with Q1 2024, it opened 4 new positions, sold out of 4, added to 5 and reduced 10. The biggest buy was a new position in Clean Harbors (CLH) and the biggest sale an exit from Atmus Filtration Technologie (ATMU).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $233.6M (Q2 2024)
- SEC Filing
- 0001965613-24-000005 ↗ filed Aug 14, 2024
Holdings Value
Holdings 19 stocks · $233.6M
| WTW Willis Towers Watson PLC | 11.71% | 104,369 | $27.4M | Add +2.9% |
| NWSA News Corp. Class A | 8.98% | 760,831 | $21.0M | Add +34.5% |
| JLL Jones Lang Lasalle Inc. | 7.03% | 79,977 | $16.4M | Reduce -3.6% |
| CEG Constellation Energy | 6.62% | 77,271 | $15.5M | Reduce -21.1% |
| ACVA Acv Auctions Inc. Class A | 6.59% | 843,796 | $15.4M | Reduce -6.2% |
| USFD US Foods Holding Corp. | 6.45% | 284,534 | $15.1M | Add +21.0% |
| CR Crane Co. | 6.30% | 101,437 | $14.7M | Reduce -10.0% |
| CLH Clean Harbors Inc. | 6.13% | 63,307 | $14.3M | New |
| FERG Ferguson Jersey Ltd. | 4.66% | 56,187 | $10.9M | Reduce -47.8% |
| MLM Martin Marietta Materials | 4.22% | 18,206 | $9.9M | Reduce -36.0% |
| BBWI Bath & Body Works Inc. | 4.18% | 249,994 | $9.8M | Reduce -23.1% |
| AZPN Aspen Technology Inc. | 3.94% | 46,289 | $9.2M | Add +1.8% |
| PATK Patrick Industries Inc. | 3.82% | 82,249 | $8.9M | Reduce -14.9% |
| BOOT Boot Barn Holdings Inc. | 3.80% | 68,841 | $8.9M | Add +229.3% |
| LPLA LPL Financial Holdings Inc. | 3.71% | 30,997 | $8.7M | New |
| APO Apollo Global Management Inc. | 3.66% | 72,318 | $8.5M | New |
| TRMB Trimble Inc. | 3.18% | 132,884 | $7.4M | Reduce -32.1% |
| SIX Six Flags Entertainment Corp. | 2.84% | 200,000 | $6.6M | New |
| FTRE Fortrea Holdings Inc. | 2.19% | 219,257 | $5.1M | Reduce -35.8% |
Portfolio Sells Q1 2024 → Q2 2024
| ATMU Atmus Filtration Technologie | Sold out | 0.00% | −5.63 |
| VNT Vontier Corp. | Sold out | 0.00% | −4.44 |
| AVTR Avantor Inc. | Sold out | 0.00% | −4.38 |
| FERG Ferguson Jersey Ltd. | Reduce -47.8% | 4.66% | −3.96 |
| FTRE Fortrea Holdings Inc. | Reduce -35.8% | 2.19% | −2.83 |
| MLM Martin Marietta Materials | Reduce -36.0% | 4.22% | −2.18 |
| BBWI Bath & Body Works Inc. | Reduce -23.1% | 4.18% | −1.78 |
| CPAY Corpay Inc. | Sold out | 0.00% | −1.77 |
| TRMB Trimble Inc. | Reduce -32.1% | 3.18% | −1.44 |
| PATK Patrick Industries Inc. | Reduce -14.9% | 3.82% | −0.41 |
| CEG Constellation Energy | Reduce -21.1% | 6.62% | −0.01 |
| ACVA Acv Auctions Inc. Class A | Reduce -6.2% | 6.59% | +0.40 |
| CR Crane Co. | Reduce -10.0% | 6.30% | +0.72 |
| JLL Jones Lang Lasalle Inc. | Reduce -3.6% | 7.03% | +1.09 |
Portfolio Buys Q1 2024 → Q2 2024
| CLH Clean Harbors Inc. | New | 6.13% | +6.13 |
| LPLA LPL Financial Holdings Inc. | New | 3.71% | +3.71 |
| APO Apollo Global Management Inc. | New | 3.66% | +3.66 |
| NWSA News Corp. Class A | Add +34.5% | 8.98% | +3.55 |
| BOOT Boot Barn Holdings Inc. | Add +229.3% | 3.80% | +3.07 |
| SIX Six Flags Entertainment Corp. | New | 2.84% | +2.84 |
| USFD US Foods Holding Corp. | Add +21.0% | 6.45% | +1.80 |
| WTW Willis Towers Watson PLC | Add +2.9% | 11.71% | +1.49 |
| AZPN Aspen Technology Inc. | Add +1.8% | 3.94% | +0.38 |
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 |