Holdings
Rivermont Capital Management LP
As of Jun 30, 2026, Rivermont Capital Management LP reported 18 positions worth US$575M. Largest: Sensient Technologies Corporation, Ttm Technologies, Inc. and C.h. Robinson Worldwide, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Sensient Technologies Corporation | 564K | US$69.6M | +11,780 | Jun 30, 2026 |
| Ttm Technologies, Inc. | 289K | US$54.1M | +64,767 | Jun 30, 2026 |
| C.h. Robinson Worldwide, Inc. | 230K | US$43.4M | +121K | Jun 30, 2026 |
| Woodward, Inc. | 101K | US$43M | +62,274 | Jun 30, 2026 |
| Ferguson Enterprises Inc. | 167K | US$39.7M | +64,246 | Jun 30, 2026 |
| Western Digital Corporation | 54,000 | US$34.5M | −61,665 | Jun 30, 2026 |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 69,725 | US$33.3M | new | Jun 30, 2026 |
| Cipher Digital Inc. | 1.24M | US$30.4M | new | Jun 30, 2026 |
| Vishay Intertechnology, Inc. | 558K | US$30M | new | Jun 30, 2026 |
| Floor & Decor Holdings, Inc. | 454K | US$26.9M | +3,240 | Jun 30, 2026 |