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Rivermont Capital Management LP
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $704,772,690
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $109,690,585
- SENSIENT TECHNOLOGIES CORP · COM · 81725T100 · shares: $69,561,328
- TTM TECHNOLOGIES INC · COM · 87305R109 · shares: $54,095,161
- C H ROBINSON WORLDWIDE IN · COM NEW · 12541W209 · shares: $43,400,881
- WOODWARD INC · COM · 980745103 · shares: $42,980,501
- FERGUSON ENTERPRISES INC · COMMON STOCK NEW · 31488V107 · shares: $39,707,445
- WESTERN DIGITAL CORP · COM · 958102105 · shares: $34,490,880
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $33,298,568
- CIPHER DIGITAL INC · COM · 17253J106 · shares: $30,435,713
- VISHAY INTERTECHNOLOGY INC · COM · 928298108 · shares: $30,020,480
Reported holdings
20 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 113,669 shares | $109,690,585 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 564,209 shares | $69,561,328 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 289,248 shares | $54,095,161 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 | — | 230,439 shares | $43,400,881 |
| WOODWARD INC | COM | 980745103 | — | 101,026 shares | $42,980,501 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 167,309 shares | $39,707,445 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 54,000 shares | $34,490,880 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 69,725 shares | $33,298,568 |
| CIPHER DIGITAL INC | COM | 17253J106 | — | 1,242,274 shares | $30,435,713 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 558,209 shares | $30,020,480 |
| FLOOR & DECOR HLDGS INC | CL A | 339750101 | — | 453,890 shares | $26,942,910 |
| RENTOKIL INITIAL PLC | SPONSORED ADR | 760125104 | — | 919,926 shares | $26,319,083 |
| ARROW ELECTRS INC | COM | 042735100 | — | 115,096 shares | $24,562,637 |
| WATERS CORP | COM | 941848103 | — | 65,467 shares | $24,552,744 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | — | 350,000 shares | $21,777,000 |
| SITIME CORP | COM | 82982T106 | — | 28,191 shares | $21,018,082 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 44,604 shares | $20,479,035 |
| TREX INC | COM | 89531P105 | — | 403,273 shares | $20,179,781 |
| SITEONE LANDSCAPE SUPPLY INC | COM | 82982L103 | — | 171,191 shares | $19,585,962 |
| HUT 8 CORP | COM | 44812J104 | — | 101,121 shares | $11,673,914 |