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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
  1. SEAGATE TECHNOLOGY HLDNGS PL · ORD SHS · G7997R103 · shares: $109,690,585
  2. SENSIENT TECHNOLOGIES CORP · COM · 81725T100 · shares: $69,561,328
  3. TTM TECHNOLOGIES INC · COM · 87305R109 · shares: $54,095,161
  4. C H ROBINSON WORLDWIDE IN · COM NEW · 12541W209 · shares: $43,400,881
  5. WOODWARD INC · COM · 980745103 · shares: $42,980,501
  6. FERGUSON ENTERPRISES INC · COMMON STOCK NEW · 31488V107 · shares: $39,707,445
  7. WESTERN DIGITAL CORP · COM · 958102105 · shares: $34,490,880
  8. TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $33,298,568
  9. CIPHER DIGITAL INC · COM · 17253J106 · shares: $30,435,713
  10. VISHAY INTERTECHNOLOGY INC · COM · 928298108 · shares: $30,020,480

Reported holdings

20 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SEAGATE TECHNOLOGY HLDNGS PLORD SHSG7997R103 — 113,669 shares $109,690,585
SENSIENT TECHNOLOGIES CORPCOM81725T100 — 564,209 shares $69,561,328
TTM TECHNOLOGIES INCCOM87305R109 — 289,248 shares $54,095,161
C H ROBINSON WORLDWIDE INCOM NEW12541W209 — 230,439 shares $43,400,881
WOODWARD INCCOM980745103 — 101,026 shares $42,980,501
FERGUSON ENTERPRISES INCCOMMON STOCK NEW31488V107 — 167,309 shares $39,707,445
WESTERN DIGITAL CORPCOM958102105 — 54,000 shares $34,490,880
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS874039100 — 69,725 shares $33,298,568
CIPHER DIGITAL INCCOM17253J106 — 1,242,274 shares $30,435,713
VISHAY INTERTECHNOLOGY INCCOM928298108 — 558,209 shares $30,020,480
FLOOR & DECOR HLDGS INCCL A339750101 — 453,890 shares $26,942,910
RENTOKIL INITIAL PLCSPONSORED ADR760125104 — 919,926 shares $26,319,083
ARROW ELECTRS INCCOM042735100 — 115,096 shares $24,562,637
WATERS CORPCOM941848103 — 65,467 shares $24,552,744
ADVANCE AUTO PARTS INCCOM00751Y106 — 350,000 shares $21,777,000
SITIME CORPCOM82982T106 — 28,191 shares $21,018,082
SPOTIFY TECHNOLOGY S ASHSL8681T102 — 44,604 shares $20,479,035
TREX INCCOM89531P105 — 403,273 shares $20,179,781
SITEONE LANDSCAPE SUPPLY INCCOM82982L103 — 171,191 shares $19,585,962
HUT 8 CORPCOM44812J104 — 101,121 shares $11,673,914