Rivermont Capital Management LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WILLIAMS COS INC(WMB) | 0 | 372,086 | +372,086 | 0 | 27,080,419 | 5.71% | +27,080,419 |
| LUMENTUM HLDGS INC(LITE) | 0 | 35,577 | +35,577 | 0 | 25,002,093 | 5.27% | +25,002,093 |
| RENTOKIL INITIAL PLC(RTO) | 0 | 793,454 | +793,454 | 0 | 24,977,932 | 5.26% | +24,977,932 |
| LINDE PLC(LIN) | 0 | 42,969 | +42,969 | 0 | 21,302,311 | 4.49% | +21,302,311 |
| MKS INC.(MKSI) | 0 | 87,537 | +87,537 | 0 | 20,116,878 | 4.24% | +20,116,878 |
| SITEONE LANDSCAPE SUPPLY INC(SITE) | 0 | 139,702 | +139,702 | 0 | 18,595,733 | 3.92% | +18,595,733 |
| SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | 116,496 | 122,125 | +5,629 | 32,081,833 | 47,843,690 | 10.08% | +15,761,857 |
| SENSIENT TECHNOLOGIES CORP(SXT) | 341,968 | 552,429 | +210,461 | 32,127,894 | 47,751,963 | 10.06% | +15,624,069 |
| JBS N.V.(JBS) | 0 | 550,000 | +550,000 | 0 | 9,878,000 | 2.08% | +9,878,000 |
| FLOOR & DECOR HLDGS INC(FND) | 218,475 | 450,650 | +232,175 | 13,302,943 | 22,893,020 | 4.82% | +9,590,077 |
| ON HLDG AG(ONON) | 0 | 256,950 | +256,950 | 0 | 8,741,439 | 1.84% | +8,741,439 |
| FERGUSON ENTERPRISES INC(FERG) | 83,032 | 103,063 | +20,031 | 18,485,414 | 24,040,475 | 5.06% | +5,555,061 |
| WESTERN DIGITAL CORP(WDC) | 154,309 | 115,665 | -38,644 | 26,582,811 | 31,286,226 | 6.59% | +4,703,415 |
| ROSS STORES INC(ROST) | 122,948 | 123,138 | +190 | 22,147,853 | 26,675,385 | 5.62% | +4,527,532 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 50,814 | 63,868 | +13,054 | 29,508,198 | 30,970,232 | 6.52% | +1,462,034 |
| C H ROBINSON WORLDWIDE IN(CHRW) | 106,409 | 109,293 | +2,884 | 17,106,311 | 18,150,289 | 3.82% | +1,043,978 |
| CIRCLE INTERNET GROUP INC(CRCL) | 10,000 | 0 | -10,000 | 793,000 | 0 | — | -793,000 |
| WINGSTOP INC(WING) | 62,000 | 82,021 | +20,021 | 14,786,380 | 12,710,794 | 2.68% | -2,075,586 |
| CELESTICA INC(CLS) | 79,893 | 74,272 | -5,621 | 23,617,170 | 20,920,937 | 4.41% | -2,696,233 |
| TTM TECHNOLOGIES INC(TTMI) | 377,894 | 224,481 | -153,413 | 26,074,686 | 21,868,939 | 4.61% | -4,205,747 |
| WOODWARD INC(WWD) | 76,874 | 38,752 | -38,122 | 23,240,548 | 13,870,116 | 2.92% | -9,370,432 |
| CLEAN HARBORS INC(CLH) | 44,262 | 0 | -44,262 | 10,378,554 | 0 | — | -10,378,554 |
| SS&C TECHNOLOGIES HLDGS INC(SSNC) | 129,190 | 0 | -129,190 | 11,293,790 | 0 | — | -11,293,790 |
| TAPESTRY INC(TPR) | 91,677 | 0 | -91,677 | 11,713,570 | 0 | — | -11,713,570 |
| V F CORP(VFC) | 760,112 | 0 | -760,112 | 13,742,825 | 0 | — | -13,742,825 |
| CARVANA CO(CVNA) | 38,290 | 0 | -38,290 | 16,159,146 | 0 | — | -16,159,146 |
| JAMES HARDIE INDS PLC ORD SHS | 857,177 | 0 | -857,177 | 17,786,423 | 0 | — | -17,786,423 |
| CONSTELLATION ENERGY CORP(CEG) | 50,970 | 0 | -50,970 | 18,006,172 | 0 | — | -18,006,172 |
| NEWS CORP NEW(NWS) | 774,287 | 0 | -774,287 | 20,224,376 | 0 | — | -20,224,376 |
| WILLIS TOWERS WATSON PLC LTD(WTW) | 66,320 | 0 | -66,320 | 21,792,752 | 0 | — | -21,792,752 |