Rivermont Capital Management LP
Rivermont Capital Management LP reported 20 US-listed holdings worth $704.8 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Seagate Technology Holdings plc (15.6%), Sensient Technologies Corp. (9.9%) and TTM Technologies Inc. (7.7%). Against the quarter before, it opened 9 positions, added to 8, trimmed 3 and sold out of 9.
The 14 largest of its 20 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +84.3% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 9
- Taiwan Semiconductor Manufacturing Company Limited TSM$33.3 million
- Cipher Mining Inc. CIFR$30.4 million
- Vishay Intertechnology Inc. VSH$30.0 million
- Arrow Electronics, Inc. ARW$24.6 million
- Waters Corp. WAT$24.6 million
- Advance Auto Parts Inc. AAP$21.8 million
- Sitime Corp. SITM$21.0 million
- Trex Co. Inc. TREX$20.2 million
and 1 more in the table below
Added to 8
- Woodward, Inc. WWD+62,274 shares · +161%
- C. H. Robinson Worldwide, Inc. CHRW+121,146 shares · +111%
- Ferguson Enterprises Inc. FERG+64,246 shares · +62%
- TTM Technologies Inc. TTMI+64,767 shares · +29%
- Rentokil Initial PLC RTO+126,472 shares · +16%
- Siteone Landscape Supply Inc. SITE+31,489 shares · +23%
- Sensient Technologies Corp. SXT+11,780 shares · +2%
- Floor & Decor Holdings, Inc. FND+3,240 shares · +1%
Trimmed 3
- Western Digital Corp. WDC-61,665 shares · -53%
- Spotify Technology S.A. SPOT-19,264 shares · -30%
- Seagate Technology Holdings plc STX-8,456 shares · -7%
Sold out of 9
- Williams Companies, Inc. WMB$27.1 million last quarter
- ROSS Stores, Inc. ROST$26.7 million last quarter
- Lumentum Holdings Inc. LITE$25.0 million last quarter
- Linde plc LIN$21.3 million last quarter
- Celestica Inc. CLS$20.9 million last quarter
- MKS Inc. MKSI$20.1 million last quarter
- Wingstop Inc. WING$12.7 million last quarter
- JBS N.V. JBS$9.9 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Seagate Technology Holdings plc STX | 113.7K | $109.7 million | 15.56% | -8.5K |
| Sensient Technologies Corp. SXT | 564.2K | $69.6 million | 9.87% | +11.8K |
| TTM Technologies Inc. TTMI | 289.2K | $54.1 million | 7.68% | +64.8K |
| C. H. Robinson Worldwide, Inc. CHRW | 230.4K | $43.4 million | 6.16% | +121.1K |
| Woodward, Inc. WWD | 101.0K | $43.0 million | 6.10% | +62.3K |
| Ferguson Enterprises Inc. FERG | 167.3K | $39.7 million | 5.63% | +64.2K |
| Western Digital Corp. WDC | 54.0K | $34.5 million | 4.89% | -61.7K |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 69.7K | $33.3 million | 4.72% | new |
| Cipher Mining Inc. CIFR | 1.2M | $30.4 million | 4.32% | new |
| Vishay Intertechnology Inc. VSH | 558.2K | $30.0 million | 4.26% | new |
| Floor & Decor Holdings, Inc. FND | 453.9K | $26.9 million | 3.82% | +3.2K |
| Rentokil Initial PLC RTO | 919.9K | $26.3 million | 3.73% | +126.5K |
| Arrow Electronics, Inc. ARW | 115.1K | $24.6 million | 3.49% | new |
| Waters Corp. WAT | 65.5K | $24.6 million | 3.48% | new |
| Advance Auto Parts Inc. AAP | 350.0K | $21.8 million | 3.09% | new |
| Sitime Corp. SITM | 28.2K | $21.0 million | 2.98% | new |
| Spotify Technology S.A. SPOT | 44.6K | $20.5 million | 2.91% | -19.3K |
| Trex Co. Inc. TREX | 403.3K | $20.2 million | 2.86% | new |
| Siteone Landscape Supply Inc. SITE | 171.2K | $19.6 million | 2.78% | +31.5K |
| Hut 8 Corp. HUT | 101.1K | $11.7 million | 1.66% | new |