Rivermont Capital Management LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Rivermont Capital Management LP reported 20 stock positions worth $474.7 million. Its top holding was Seagate Technology (STX) at 10.1% of the portfolio, followed by Sensient Technologies (SXT, 10.1%) and Western Digital (WDC, 6.6%). Compared with Q4 2025, it opened 8 new positions, sold out of 10, added to 8 and reduced 4. The biggest buy was a new position in Williams Cos (WMB) and the biggest sale an exit from Willis Towers Watson (WTW).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001965613
- Portfolio Value
- $474.7M (Q1 2026)
- SEC Filing
- 0001965613-26-000003 ↗ filed May 14, 2026
Holdings Value
Holdings 20 stocks · $474.7M
| STX Seagate Technology Holdings | 10.08% | 122,125 | $47.8M | Add +4.8% |
| SXT Sensient Technologies Corp. | 10.06% | 552,429 | $47.8M | Add +61.5% |
| WDC Western Digital Corp. | 6.59% | 115,665 | $31.3M | Reduce -25.0% |
| SPOT Spotify Technology SA | 6.52% | 63,868 | $31.0M | Add +25.7% |
| WMB Williams Cos Inc. | 5.71% | 372,086 | $27.1M | New |
| ROST Ross Stores Inc. | 5.62% | 123,138 | $26.7M | Add +0.1% |
| LITE Lumentum Holdings Inc. | 5.27% | 35,577 | $25.0M | New |
| RTO Rentokil Initial PLC-SP ADR | 5.26% | 793,454 | $25.0M | New |
| FERG Ferguson Enterprises Inc. | 5.06% | 103,063 | $24.0M | Add +24.1% |
| FND Floor & Decor Holdings Inc. Class A | 4.82% | 450,650 | $22.9M | Add +106.3% |
| TTMI TTM Technologies | 4.61% | 224,481 | $21.9M | Reduce -40.6% |
| LIN Linde PLC | 4.49% | 42,969 | $21.3M | New |
| CLS Celestica Inc. | 4.41% | 74,272 | $20.9M | Reduce -7.0% |
| MKSI MKS Inc. | 4.24% | 87,537 | $20.1M | New |
| SITE Siteone Landscape Supply Inc. | 3.92% | 139,702 | $18.6M | New |
| CHRW C.H. Robinson Worldwide Inc. | 3.82% | 109,293 | $18.2M | Add +2.7% |
| WWD Woodward Inc. | 2.92% | 38,752 | $13.9M | Reduce -49.6% |
| WING Wingstop Inc. | 2.68% | 82,021 | $12.7M | Add +32.3% |
| JBS JBS NV-A | 2.08% | 550,000 | $9.9M | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 1.84% | 256,950 | $8.7M | New |
Portfolio Sells Q4 2025 → Q1 2026
| WTW Willis Towers Watson PLC | Sold out | 0.00% | −5.18 |
| NWSA News Corp. Class A | Sold out | 0.00% | −4.80 |
| CEG Constellation Energy | Sold out | 0.00% | −4.28 |
| JHX James Hardie Ind PLC | Sold out | 0.00% | −4.23 |
| CVNA Carvana Co. | Sold out | 0.00% | −3.84 |
| VFC VF Corp. | Sold out | 0.00% | −3.26 |
| TPR Tapestry Inc. | Sold out | 0.00% | −2.78 |
| SSNC Ss&c Technologies Holdings | Sold out | 0.00% | −2.68 |
| WWD Woodward Inc. | Reduce -49.6% | 2.92% | −2.60 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −2.47 |
| TTMI TTM Technologies | Reduce -40.6% | 4.61% | −1.59 |
| CLS Celestica Inc. | Reduce -7.0% | 4.41% | −1.20 |
| CRCL Circle Internet Group Inc. | Sold out | 0.00% | −0.19 |
| WDC Western Digital Corp. | Reduce -25.0% | 6.59% | +0.28 |
Portfolio Buys Q4 2025 → Q1 2026
| WMB Williams Cos Inc. | New | 5.71% | +5.71 |
| LITE Lumentum Holdings Inc. | New | 5.27% | +5.27 |
| RTO Rentokil Initial PLC-SP ADR | New | 5.26% | +5.26 |
| LIN Linde PLC | New | 4.49% | +4.49 |
| MKSI MKS Inc. | New | 4.24% | +4.24 |
| SITE Siteone Landscape Supply Inc. | New | 3.92% | +3.92 |
| STX Seagate Technology Holdings | Add +4.8% | 10.08% | +2.46 |
| SXT Sensient Technologies Corp. | Add +61.5% | 10.06% | +2.43 |
| JBS JBS NV-A | New | 2.08% | +2.08 |
| ONON On Holding AG Class A | New | 1.84% | +1.84 |
| FND Floor & Decor Holdings Inc. Class A | Add +106.3% | 4.82% | +1.66 |
| FERG Ferguson Enterprises Inc. | Add +24.1% | 5.06% | +0.67 |
| ROST Ross Stores Inc. | Add +0.1% | 5.62% | +0.36 |
| CHRW C.H. Robinson Worldwide Inc. | Add +2.7% | 3.82% | −0.24 |
| SPOT Spotify Technology SA | Add +25.7% | 6.52% | −0.49 |
| WING Wingstop Inc. | Add +32.3% | 2.68% | −0.83 |
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 |