Rivermont Capital Management LP
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Rivermont Capital Management LP reported 19 stock positions worth $378.6 million. Its top holding was Seagate Technology (STX) at 9.4% of the portfolio, followed by Ferguson Enterprises (FERG, 8.5%) and Willis Towers Watson (WTW, 7.8%). Compared with Q2 2025, it opened 6 new positions, sold out of 4, added to 6 and reduced 7. The biggest buy was a new position in Seagate Technology (STX) and the biggest sale Sensient Technologies (SXT, shares −73%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $378.6M (Q3 2025)
- SEC Filing
- 0001965613-25-000008 ↗ filed Nov 13, 2025
Holdings Value
Holdings 19 stocks · $378.6M
| STX Seagate Technology Holdings | 9.37% | 150,211 | $35.5M | New |
| FERG Ferguson Enterprises Inc. | 8.53% | 143,784 | $32.3M | Reduce -5.8% |
| WTW Willis Towers Watson PLC | 7.77% | 85,108 | $29.4M | Add +1.0% |
| CLH Clean Harbors Inc. | 7.52% | 122,652 | $28.5M | Add +51.9% |
| WDC Western Digital Corp. | 7.15% | 225,541 | $27.1M | New |
| SPOT Spotify Technology SA | 7.15% | 38,770 | $27.1M | Add +52.3% |
| NWSA News Corp. Class A | 7.07% | 871,521 | $26.8M | Add +38.6% |
| CLS Celestica Inc. | 7.02% | 107,903 | $26.6M | Reduce -43.5% |
| GO Grocery Outlet Holding Corp. | 5.72% | 1,350,075 | $21.7M | Add +431.2% |
| CEG Constellation Energy | 5.71% | 65,734 | $21.6M | Reduce -12.6% |
| TPR Tapestry Inc. | 5.39% | 180,183 | $20.4M | Reduce -44.8% |
| LPX Louisiana-Pacific Corp. | 4.29% | 182,828 | $16.2M | New |
| SSNC Ss&c Technologies Holdings | 3.69% | 157,443 | $14.0M | Reduce -26.9% |
| MDB Mongodb Inc. | 3.30% | 40,238 | $12.5M | New |
| JBS JBS NV-A | 2.69% | 680,978 | $10.2M | Add +43.0% |
| VFC VF Corp. | 2.29% | 600,200 | $8.7M | New |
| HOOD Robinhood Markets Inc. Class A | 2.22% | 58,648 | $8.4M | Reduce -67.1% |
| SXT Sensient Technologies Corp. | 1.90% | 76,627 | $7.2M | Reduce -72.9% |
| TTMI TTM Technologies | 1.22% | 80,000 | $4.6M | New |
Portfolio Sells Q2 2025 → Q3 2025
| SXT Sensient Technologies Corp. | Reduce -72.9% | 1.90% | −6.98 |
| WWD Woodward Inc. | Sold out | 0.00% | −5.31 |
| TPR Tapestry Inc. | Reduce -44.8% | 5.39% | −3.74 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −3.42 |
| HOOD Robinhood Markets Inc. Class A | Reduce -67.1% | 2.22% | −3.11 |
| USFD US Foods Holding Corp. | Sold out | 0.00% | −2.61 |
| CLS Celestica Inc. | Reduce -43.5% | 7.02% | −2.49 |
| FUN Six Flags Entertainment Corp. | Sold out | 0.00% | −2.21 |
| FERG Ferguson Enterprises Inc. | Reduce -5.8% | 8.53% | −2.07 |
| CEG Constellation Energy | Reduce -12.6% | 5.71% | −2.02 |
| SSNC Ss&c Technologies Holdings | Reduce -26.9% | 3.69% | −1.99 |
Portfolio Buys Q2 2025 → Q3 2025
| STX Seagate Technology Holdings | New | 9.37% | +9.37 |
| WDC Western Digital Corp. | New | 7.15% | +7.15 |
| GO Grocery Outlet Holding Corp. | Add +431.2% | 5.72% | +4.72 |
| LPX Louisiana-Pacific Corp. | New | 4.29% | +4.29 |
| MDB Mongodb Inc. | New | 3.30% | +3.30 |
| VFC VF Corp. | New | 2.29% | +2.29 |
| CLH Clean Harbors Inc. | Add +51.9% | 7.52% | +1.57 |
| TTMI TTM Technologies | New | 1.22% | +1.22 |
| NWSA News Corp. Class A | Add +38.6% | 7.07% | +1.11 |
| SPOT Spotify Technology SA | Add +52.3% | 7.15% | +0.92 |
| JBS JBS NV-A | Add +43.0% | 2.69% | +0.47 |
| WTW Willis Towers Watson PLC | Add +1.0% | 7.77% | −0.47 |
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 |