Rivermont Capital Management LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Rivermont Capital Management LP reported 19 stock positions worth $265.5 million. Its top holding was Willis Towers Watson (WTW) at 10.8% of the portfolio, followed by LPL Financial (LPLA, 7.4%) and Tapestry (TPR, 6.8%). Compared with Q3 2024, it opened 7 new positions, sold out of 5, added to 7 and reduced 5. The biggest buy was a new position in LPL Financial (LPLA) and the biggest sale Jones Lang Lasalle (JLL, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $265.5M (Q4 2024)
- SEC Filing
- 0001965613-25-000002 ↗ filed Feb 14, 2025
Holdings Value
Holdings 19 stocks · $265.5M
| WTW Willis Towers Watson PLC | 10.78% | 91,384 | $28.6M | Add +15.2% |
| LPLA LPL Financial Holdings Inc. | 7.39% | 60,062 | $19.6M | New |
| TPR Tapestry Inc. | 6.77% | 275,083 | $18.0M | New |
| CEG Constellation Energy | 6.65% | 78,977 | $17.7M | Reduce -20.0% |
| ACVA Acv Auctions Inc. Class A | 6.50% | 799,177 | $17.3M | Reduce -14.6% |
| NWSA News Corp. Class A | 6.40% | 617,177 | $17.0M | Add +26.8% |
| ECG Everus Construction Group | 5.76% | 232,766 | $15.3M | New |
| CLH Clean Harbors Inc. | 5.16% | 59,567 | $13.7M | Reduce -3.3% |
| HOOD Robinhood Markets Inc. Class A | 4.95% | 353,000 | $13.2M | New |
| JLL Jones Lang Lasalle Inc. | 4.83% | 50,637 | $12.8M | Reduce -37.8% |
| MRVL Marvell Technology Inc. | 4.74% | 113,967 | $12.6M | New |
| SPOT Spotify Technology SA | 4.73% | 28,100 | $12.6M | New |
| WDC Western Digital Corp. | 4.72% | 210,045 | $12.5M | Add +4.5% |
| PATK Patrick Industries Inc. | 4.63% | 147,899 | $12.3M | Add +57.6% |
| SSNC Ss&c Technologies Holdings | 4.28% | 150,002 | $11.4M | Reduce -25.0% |
| USFD US Foods Holding Corp. | 4.15% | 163,246 | $11.0M | Add +40.0% |
| FERG Ferguson Enterprises Inc. | 4.06% | 62,052 | $10.8M | Add +1.6% |
| VFC VF Corp. | 1.80% | 223,287 | $4.8M | Add +1.8% |
| MTN Vail Resorts Inc. | 1.69% | 24,000 | $4.5M | New |
Portfolio Sells Q3 2024 → Q4 2024
| JLL Jones Lang Lasalle Inc. | Reduce -37.8% | 4.83% | −5.53 |
| CEG Constellation Energy | Reduce -20.0% | 6.65% | −5.44 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −4.98 |
| BOOT Boot Barn Holdings Inc. | Sold out | 0.00% | −3.42 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −3.28 |
| SSNC Ss&c Technologies Holdings | Reduce -25.0% | 4.28% | −2.72 |
| TRMB Trimble Inc. | Sold out | 0.00% | −2.69 |
| ACVA Acv Auctions Inc. Class A | Reduce -14.6% | 6.50% | −2.46 |
| CLH Clean Harbors Inc. | Reduce -3.3% | 5.16% | −1.85 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −1.26 |
Portfolio Buys Q3 2024 → Q4 2024
| LPLA LPL Financial Holdings Inc. | New | 7.39% | +7.39 |
| TPR Tapestry Inc. | New | 6.77% | +6.77 |
| ECG Everus Construction Group | New | 5.76% | +5.76 |
| HOOD Robinhood Markets Inc. Class A | New | 4.95% | +4.95 |
| MRVL Marvell Technology Inc. | New | 4.74% | +4.74 |
| SPOT Spotify Technology SA | New | 4.73% | +4.73 |
| MTN Vail Resorts Inc. | New | 1.69% | +1.69 |
| USFD US Foods Holding Corp. | Add +40.0% | 4.15% | +0.77 |
| PATK Patrick Industries Inc. | Add +57.6% | 4.63% | +0.43 |
| NWSA News Corp. Class A | Add +26.8% | 6.40% | +0.29 |
| WTW Willis Towers Watson PLC | Add +15.2% | 10.78% | −0.23 |
| VFC VF Corp. | Add +1.8% | 1.80% | −0.26 |
| FERG Ferguson Enterprises Inc. | Add +1.6% | 4.06% | −1.66 |
| WDC Western Digital Corp. | Add +4.5% | 4.72% | −1.75 |
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 |