Rivermont Capital Management LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Rivermont Capital Management LP reported 17 stock positions worth $212.2 million. Its top holding was Constellation Energy (CEG) at 12.1% of the portfolio, followed by Willis Towers Watson (WTW, 11.0%) and Jones Lang Lasalle (JLL, 10.4%). Compared with Q2 2024, it opened 5 new positions, sold out of 7, added to 4 and reduced 8. The biggest buy was a new position in Ss&c Technologies (SSNC) and the biggest sale an exit from Crane (CR).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $212.2M (Q3 2024)
- SEC Filing
- 0001965613-24-000008 ↗ filed Nov 13, 2024
Holdings Value
Holdings 17 stocks · $212.2M
| CEG Constellation Energy | 12.09% | 98,702 | $25.7M | Add +27.7% |
| WTW Willis Towers Watson PLC | 11.01% | 79,323 | $23.4M | Reduce -24.0% |
| JLL Jones Lang Lasalle Inc. | 10.35% | 81,431 | $22.0M | Add +1.8% |
| ACVA Acv Auctions Inc. Class A | 8.96% | 935,559 | $19.0M | Add +10.9% |
| CLH Clean Harbors Inc. | 7.01% | 61,584 | $14.9M | Reduce -2.7% |
| SSNC Ss&c Technologies Holdings | 7.00% | 200,049 | $14.8M | New |
| WDC Western Digital Corp. | 6.47% | 200,977 | $13.7M | New |
| NWSA News Corp. Class A | 6.11% | 486,805 | $13.0M | Reduce -36.0% |
| FERG Ferguson Enterprises Inc. | 5.71% | 61,052 | $12.1M | Add +8.7% |
| GEV GE Vernova Inc. | 4.98% | 41,472 | $10.6M | New |
| PATK Patrick Industries Inc. | 4.20% | 62,551 | $8.9M | Reduce -23.9% |
| BOOT Boot Barn Holdings Inc. | 3.42% | 43,359 | $7.3M | Reduce -37.0% |
| USFD US Foods Holding Corp. | 3.38% | 116,647 | $7.2M | Reduce -59.0% |
| AZPN Aspen Technology Inc. | 3.28% | 29,177 | $7.0M | Reduce -37.0% |
| TRMB Trimble Inc. | 2.69% | 92,000 | $5.7M | Reduce -30.8% |
| VFC VF Corp. | 2.06% | 219,298 | $4.4M | New |
| BROS Dutch Bros Inc. Class A | 1.26% | 83,432 | $2.7M | New |
Portfolio Sells Q2 2024 → Q3 2024
| CR Crane Co. | Sold out | 0.00% | −6.30 |
| MLM Martin Marietta Materials | Sold out | 0.00% | −4.22 |
| BBWI Bath & Body Works Inc. | Sold out | 0.00% | −4.18 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −3.71 |
| APO Apollo Global Management Inc. | Sold out | 0.00% | −3.66 |
| USFD US Foods Holding Corp. | Reduce -59.0% | 3.38% | −3.07 |
| NWSA News Corp. Class A | Reduce -36.0% | 6.11% | −2.87 |
| SIX Six Flags Entertainment Corp. | Sold out | 0.00% | −2.84 |
| FTRE Fortrea Holdings Inc. | Sold out | 0.00% | −2.19 |
| WTW Willis Towers Watson PLC | Reduce -24.0% | 11.01% | −0.70 |
| AZPN Aspen Technology Inc. | Reduce -37.0% | 3.28% | −0.65 |
| TRMB Trimble Inc. | Reduce -30.8% | 2.69% | −0.49 |
| BOOT Boot Barn Holdings Inc. | Reduce -37.0% | 3.42% | −0.38 |
| PATK Patrick Industries Inc. | Reduce -23.9% | 4.20% | +0.37 |
| CLH Clean Harbors Inc. | Reduce -2.7% | 7.01% | +0.89 |
Portfolio Buys Q2 2024 → Q3 2024
| SSNC Ss&c Technologies Holdings | New | 7.00% | +7.00 |
| WDC Western Digital Corp. | New | 6.47% | +6.47 |
| CEG Constellation Energy | Add +27.7% | 12.09% | +5.47 |
| GEV GE Vernova Inc. | New | 4.98% | +4.98 |
| JLL Jones Lang Lasalle Inc. | Add +1.8% | 10.35% | +3.33 |
| ACVA Acv Auctions Inc. Class A | Add +10.9% | 8.96% | +2.37 |
| VFC VF Corp. | New | 2.06% | +2.06 |
| BROS Dutch Bros Inc. Class A | New | 1.26% | +1.26 |
| FERG Ferguson Enterprises Inc. | Add +8.7% | 5.71% | +1.06 |
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 |