Rivermont Capital Management LP
Rivermont Capital Management LP reported 20 holdings worth US$705M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Rivermont Capital Management LP reported 20 holdings worth US$705M as of Jun 30, 2026. Largest: Sensient Technologies Corporation, Ttm Technologies, Inc. and C.h. Robinson Worldwide, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$705M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Sensient Technologies Corporation | 564K | US$69.6M | 9.9% |
| Ttm Technologies, Inc. | 289K | US$54.1M | 7.7% |
| C.h. Robinson Worldwide, Inc. | 230K | US$43.4M | 6.2% |
| Woodward, Inc. | 101K | US$43M | 6.1% |
| Ferguson Enterprises Inc. | 167K | US$39.7M | 5.6% |
| Western Digital Corporation | 54,000 | US$34.5M | 4.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 69,725 | US$33.3M | 4.7% |
| Cipher Digital Inc. | 1.24M | US$30.4M | 4.3% |
| Vishay Intertechnology, Inc. | 558K | US$30M | 4.3% |
| Floor & Decor Holdings, Inc. | 454K | US$26.9M | 3.8% |
| Rentokil Initial Plc | 920K | US$26.3M | 3.7% |
| Arrow Electronics, Inc. | 115K | US$24.6M | 3.5% |
| Waters Corporation | 65,467 | US$24.6M | 3.5% |
| Advance Auto Parts Inc. | 350K | US$21.8M | 3.1% |
| Sitime Corporation | 28,191 | US$21M | 3.0% |
| Trex Company, Inc. | 403K | US$20.2M | 2.9% |
| Siteone Landscape Supply, Inc. | 171K | US$19.6M | 2.8% |
| Hut 8 Corp. | 101K | US$11.7M | 1.7% |
| Celestica Inc. | 0 | US$0 | 0.00% |
| Lumentum Holdings Inc. | 0 | US$0 | 0.00% |
| Mks Inc. | 0 | US$0 | 0.00% |
| Ross Stores, Inc. | 0 | US$0 | 0.00% |
| Williams Companies, Inc. (the) | 0 | US$0 | 0.00% |
| Wingstop Inc. | 0 | US$0 | 0.00% |