Rivermont Capital Management LP
Top Portfolio Positions
20 positions ·
$474,676,861 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| STX |
Seagate Technology Holdings plc
Technology
|
122,125 | $47,843,690 | 10.08% | |
| SXT |
Sensient Technologies Corp
Basic Materials
|
552,429 | $47,751,962 | 10.06% | |
| WDC |
Western Digital Corp
Technology
|
115,665 | $31,286,225 | 6.59% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
63,868 | $30,970,231 | 6.52% | |
| WMB |
Williams Companies, Inc.
Energy
|
372,086 | $27,080,419 | 5.71% | |
| ROST |
Ross Stores, Inc.
Consumer Cyclical
|
123,138 | $26,675,384 | 5.62% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
35,577 | $25,002,092 | 5.27% | |
| RTO |
Rentokil Initial PLC /Fi
Industrials
|
793,454 | $24,977,931 | 5.26% | |
| FERG |
Ferguson Enterprises Inc. /DE/
Industrials
|
103,063 | $24,040,475 | 5.06% | |
| FND |
Floor & Decor Holdings, Inc.
Consumer Cyclical
|
450,650 | $22,893,020 | 4.82% |
Portfolio Trend
14 quarters · across all stocks
Holdings in TTMI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $21,868,939 | 224,481 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,074,686 | 377,894 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,608,000 | 80,000 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||