Rivermont Capital Management LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 16, 2025), Rivermont Capital Management LP reported 18 stock positions worth $237.0 million. Its top holding was Willis Towers Watson (WTW) at 12.8% of the portfolio, followed by News Class A (NWSA, 10.8%) and Spotify Technology (SPOT, 9.0%). Compared with Q4 2024, it opened 4 new positions, sold out of 5, added to 6 and reduced 8. The biggest buy was a new position in Cinemark (CNK) and the biggest sale an exit from LPL Financial (LPLA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $237.0M (Q1 2025)
- SEC Filing
- 0001965613-25-000004 ↗ filed May 16, 2025
Holdings Value
Holdings 18 stocks · $237.0M
| WTW Willis Towers Watson PLC | 12.78% | 89,642 | $30.3M | Reduce -1.9% |
| NWSA News Corp. Class A | 10.81% | 940,934 | $25.6M | Add +52.5% |
| SPOT Spotify Technology SA | 8.96% | 38,629 | $21.2M | Add +37.5% |
| CLH Clean Harbors Inc. | 8.65% | 103,989 | $20.5M | Add +74.6% |
| SSNC Ss&c Technologies Holdings | 7.56% | 214,404 | $17.9M | Add +42.9% |
| TPR Tapestry Inc. | 7.29% | 245,341 | $17.3M | Reduce -10.8% |
| FERG Ferguson Enterprises Inc. | 6.71% | 99,279 | $15.9M | Add +60.0% |
| ACVA Acv Auctions Inc. Class A | 5.55% | 933,113 | $13.1M | Add +16.8% |
| CNK Cinemark Holdings Inc. | 4.64% | 441,925 | $11.0M | New |
| USFD US Foods Holding Corp. | 4.36% | 157,803 | $10.3M | Reduce -3.3% |
| PATK Patrick Industries Inc. | 4.35% | 121,939 | $10.3M | Reduce -17.6% |
| SXT Sensient Technologies Corp. | 4.26% | 135,517 | $10.1M | New |
| CEG Constellation Energy | 4.05% | 47,614 | $9.6M | Reduce -39.7% |
| JLL Jones Lang Lasalle Inc. | 3.81% | 36,415 | $9.0M | Reduce -28.1% |
| WDC Western Digital Corp. | 3.53% | 206,665 | $8.4M | Reduce -1.6% |
| BC Brunswick Corp. | 1.46% | 64,082 | $3.5M | New |
| ECG Everus Construction Group | 1.16% | 74,096 | $2.7M | Reduce -68.2% |
| CLS Celestica Inc. | 0.09% | 2,588 | $204K | New |
Portfolio Sells Q4 2024 → Q1 2025
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −7.39 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −4.95 |
| MRVL Marvell Technology Inc. | Sold out | 0.00% | −4.74 |
| ECG Everus Construction Group | Reduce -68.2% | 1.16% | −4.60 |
| CEG Constellation Energy | Reduce -39.7% | 4.05% | −2.60 |
| VFC VF Corp. | Sold out | 0.00% | −1.80 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −1.69 |
| WDC Western Digital Corp. | Reduce -1.6% | 3.53% | −1.19 |
| JLL Jones Lang Lasalle Inc. | Reduce -28.1% | 3.81% | −1.02 |
| PATK Patrick Industries Inc. | Reduce -17.6% | 4.35% | −0.28 |
| USFD US Foods Holding Corp. | Reduce -3.3% | 4.36% | +0.21 |
| TPR Tapestry Inc. | Reduce -10.8% | 7.29% | +0.52 |
| WTW Willis Towers Watson PLC | Reduce -1.9% | 12.78% | +2.00 |
Portfolio Buys Q4 2024 → Q1 2025
| CNK Cinemark Holdings Inc. | New | 4.64% | +4.64 |
| NWSA News Corp. Class A | Add +52.5% | 10.81% | +4.41 |
| SXT Sensient Technologies Corp. | New | 4.26% | +4.26 |
| SPOT Spotify Technology SA | Add +37.5% | 8.96% | +4.23 |
| CLH Clean Harbors Inc. | Add +74.6% | 8.65% | +3.49 |
| SSNC Ss&c Technologies Holdings | Add +42.9% | 7.56% | +3.28 |
| FERG Ferguson Enterprises Inc. | Add +60.0% | 6.71% | +2.66 |
| BC Brunswick Corp. | New | 1.46% | +1.46 |
| CLS Celestica Inc. | New | 0.09% | +0.09 |
| ACVA Acv Auctions Inc. Class A | Add +16.8% | 5.55% | −0.95 |
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 |