Rivermont Capital Management LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Rivermont Capital Management LP reported 17 stock positions worth $313.7 million. Its top holding was Ferguson Enterprises (FERG) at 10.6% of the portfolio, followed by Celestica (CLS, 9.5%) and Tapestry (TPR, 9.1%). Compared with Q1 2025, it opened 6 new positions, sold out of 7, added to 6 and reduced 5. The biggest buy was Celestica (CLS, shares +7284%) and the biggest sale an exit from Acv Auctions Class A (ACVA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $313.7M (Q2 2025)
- SEC Filing
- 0001965613-25-000007 ↗ filed Aug 14, 2025
Holdings Value
Holdings 17 stocks · $313.7M
| FERG Ferguson Enterprises Inc. | 10.60% | 152,678 | $33.2M | Add +53.8% |
| CLS Celestica Inc. | 9.51% | 191,098 | $29.8M | Add +7284.0% |
| TPR Tapestry Inc. | 9.13% | 326,205 | $28.6M | Add +33.0% |
| SXT Sensient Technologies Corp. | 8.88% | 282,566 | $27.8M | Add +108.5% |
| WTW Willis Towers Watson PLC | 8.23% | 84,258 | $25.8M | Reduce -6.0% |
| CEG Constellation Energy | 7.74% | 75,170 | $24.3M | Add +57.9% |
| SPOT Spotify Technology SA | 6.23% | 25,455 | $19.5M | Reduce -34.1% |
| NWSA News Corp. Class A | 5.96% | 628,689 | $18.7M | Reduce -33.2% |
| CLH Clean Harbors Inc. | 5.95% | 80,743 | $18.7M | Reduce -22.4% |
| SSNC Ss&c Technologies Holdings | 5.68% | 215,321 | $17.8M | Add +0.4% |
| HOOD Robinhood Markets Inc. Class A | 5.33% | 178,388 | $16.7M | New |
| WWD Woodward Inc. | 5.31% | 67,935 | $16.7M | New |
| AMD Advanced Micro Devices | 3.42% | 75,550 | $10.7M | New |
| USFD US Foods Holding Corp. | 2.61% | 106,179 | $8.2M | Reduce -32.7% |
| JBS JBS NV-A | 2.22% | 476,250 | $7.0M | New |
| FUN Six Flags Entertainment Corp. | 2.21% | 228,050 | $6.9M | New |
| GO Grocery Outlet Holding Corp. | 1.01% | 254,174 | $3.2M | New |
Portfolio Sells Q1 2025 → Q2 2025
| ACVA Acv Auctions Inc. Class A | Sold out | 0.00% | −5.55 |
| NWSA News Corp. Class A | Reduce -33.2% | 5.96% | −4.85 |
| CNK Cinemark Holdings Inc. | Sold out | 0.00% | −4.64 |
| WTW Willis Towers Watson PLC | Reduce -6.0% | 8.23% | −4.55 |
| PATK Patrick Industries Inc. | Sold out | 0.00% | −4.35 |
| JLL Jones Lang Lasalle Inc. | Sold out | 0.00% | −3.81 |
| WDC Western Digital Corp. | Sold out | 0.00% | −3.53 |
| SPOT Spotify Technology SA | Reduce -34.1% | 6.23% | −2.74 |
| CLH Clean Harbors Inc. | Reduce -22.4% | 5.95% | −2.70 |
| USFD US Foods Holding Corp. | Reduce -32.7% | 2.61% | −1.75 |
| BC Brunswick Corp. | Sold out | 0.00% | −1.46 |
| ECG Everus Construction Group | Sold out | 0.00% | −1.16 |
Portfolio Buys Q1 2025 → Q2 2025
| CLS Celestica Inc. | Add +7284.0% | 9.51% | +9.42 |
| HOOD Robinhood Markets Inc. Class A | New | 5.33% | +5.33 |
| WWD Woodward Inc. | New | 5.31% | +5.31 |
| SXT Sensient Technologies Corp. | Add +108.5% | 8.88% | +4.62 |
| FERG Ferguson Enterprises Inc. | Add +53.8% | 10.60% | +3.89 |
| CEG Constellation Energy | Add +57.9% | 7.74% | +3.68 |
| AMD Advanced Micro Devices | New | 3.42% | +3.42 |
| JBS JBS NV-A | New | 2.22% | +2.22 |
| FUN Six Flags Entertainment Corp. | New | 2.21% | +2.21 |
| TPR Tapestry Inc. | Add +33.0% | 9.13% | +1.84 |
| GO Grocery Outlet Holding Corp. | New | 1.01% | +1.01 |
| SSNC Ss&c Technologies Holdings | Add +0.4% | 5.68% | −1.87 |
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 |