Rivermont Capital Management LP
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), Rivermont Capital Management LP reported 22 stock positions worth $421.0 million. Its top holding was Sensient Technologies (SXT) at 7.6% of the portfolio, followed by Seagate Technology (STX, 7.6%) and Spotify Technology (SPOT, 7.0%). Compared with Q3 2025, it opened 8 new positions, sold out of 5, added to 4 and reduced 10. The biggest buy was Sensient Technologies (SXT, shares +346%) and the biggest sale an exit from Grocery Outlet (GO).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $421.0M (Q4 2025)
- SEC Filing
- 0001965613-26-000002 ↗ filed Feb 17, 2026
Holdings Value
Holdings 22 stocks · $421.0M
| SXT Sensient Technologies Corp. | 7.63% | 341,968 | $32.1M | Add +346.3% |
| STX Seagate Technology Holdings | 7.62% | 116,496 | $32.1M | Reduce -22.4% |
| SPOT Spotify Technology SA | 7.01% | 50,814 | $29.5M | Add +31.1% |
| WDC Western Digital Corp. | 6.31% | 154,309 | $26.6M | Reduce -31.6% |
| TTMI TTM Technologies | 6.19% | 377,894 | $26.1M | Add +372.4% |
| CLS Celestica Inc. | 5.61% | 79,893 | $23.6M | Reduce -26.0% |
| WWD Woodward Inc. | 5.52% | 76,874 | $23.2M | New |
| ROST Ross Stores Inc. | 5.26% | 122,948 | $22.1M | New |
| WTW Willis Towers Watson PLC | 5.18% | 66,320 | $21.8M | Reduce -22.1% |
| NWSA News Corp. Class A | 4.80% | 774,287 | $20.2M | Reduce -11.2% |
| FERG Ferguson Enterprises Inc. | 4.39% | 83,032 | $18.5M | Reduce -42.3% |
| CEG Constellation Energy | 4.28% | 50,970 | $18.0M | Reduce -22.5% |
| JHX James Hardie Ind PLC | 4.23% | 857,177 | $17.8M | New |
| CHRW C.H. Robinson Worldwide Inc. | 4.06% | 106,409 | $17.1M | New |
| CVNA Carvana Co. | 3.84% | 38,290 | $16.2M | New |
| WING Wingstop Inc. | 3.51% | 62,000 | $14.8M | New |
| VFC VF Corp. | 3.26% | 760,112 | $13.7M | Add +26.6% |
| FND Floor & Decor Holdings Inc. Class A | 3.16% | 218,475 | $13.3M | New |
| TPR Tapestry Inc. | 2.78% | 91,677 | $11.7M | Reduce -49.1% |
| SSNC Ss&c Technologies Holdings | 2.68% | 129,190 | $11.3M | Reduce -17.9% |
| CLH Clean Harbors Inc. | 2.47% | 44,262 | $10.4M | Reduce -63.9% |
| CRCL Circle Internet Group Inc. | 0.19% | 10,000 | $793K | New |
Portfolio Sells Q3 2025 → Q4 2025
| GO Grocery Outlet Holding Corp. | Sold out | 0.00% | −5.72 |
| CLH Clean Harbors Inc. | Reduce -63.9% | 2.47% | −5.06 |
| LPX Louisiana-Pacific Corp. | Sold out | 0.00% | −4.29 |
| FERG Ferguson Enterprises Inc. | Reduce -42.3% | 4.39% | −4.14 |
| MDB Mongodb Inc. | Sold out | 0.00% | −3.30 |
| JBS JBS NV-A | Sold out | 0.00% | −2.69 |
| TPR Tapestry Inc. | Reduce -49.1% | 2.78% | −2.61 |
| WTW Willis Towers Watson PLC | Reduce -22.1% | 5.18% | −2.59 |
| NWSA News Corp. Class A | Reduce -11.2% | 4.80% | −2.27 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −2.22 |
| STX Seagate Technology Holdings | Reduce -22.4% | 7.62% | −1.75 |
| CEG Constellation Energy | Reduce -22.5% | 4.28% | −1.44 |
| CLS Celestica Inc. | Reduce -26.0% | 5.61% | −1.41 |
| SSNC Ss&c Technologies Holdings | Reduce -17.9% | 2.68% | −1.01 |
| WDC Western Digital Corp. | Reduce -31.6% | 6.31% | −0.84 |
Portfolio Buys Q3 2025 → Q4 2025
| SXT Sensient Technologies Corp. | Add +346.3% | 7.63% | +5.73 |
| WWD Woodward Inc. | New | 5.52% | +5.52 |
| ROST Ross Stores Inc. | New | 5.26% | +5.26 |
| TTMI TTM Technologies | Add +372.4% | 6.19% | +4.98 |
| JHX James Hardie Ind PLC | New | 4.23% | +4.23 |
| CHRW C.H. Robinson Worldwide Inc. | New | 4.06% | +4.06 |
| CVNA Carvana Co. | New | 3.84% | +3.84 |
| WING Wingstop Inc. | New | 3.51% | +3.51 |
| FND Floor & Decor Holdings Inc. Class A | New | 3.16% | +3.16 |
| VFC VF Corp. | Add +26.6% | 3.26% | +0.98 |
| CRCL Circle Internet Group Inc. | New | 0.19% | +0.19 |
| SPOT Spotify Technology SA | Add +31.1% | 7.01% | −0.14 |
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 |