Rivermont Capital Management Lp Top Holdings and 13F Report (2025) About Rivermont Capital Management LpInvestment ActivityRivermont Capital Management Lp has $237.00 million in total holdings as of March 31, 2025.Rivermont Capital Management Lp owns shares of 18 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 25.88% of the portfolio was purchased this quarter.About 31.96% of the portfolio was sold this quarter.This quarter, Rivermont Capital Management Lp has purchased 19 new stocks and bought additional shares in 6 stocks.Rivermont Capital Management Lp sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Willis Towers Watson Public $30,294,514News $25,612,223Spotify Technology $21,247,109Clean Harbors $20,496,232SS&C Technologies $17,909,166 Largest New Holdings this Quarter 17243V102 - Cinemark $10,999,513 Holding81725T100 - Sensient Technologies $10,086,530 Holding117043109 - Brunswick $3,450,816 Holding15101Q207 - CELESTICA INC $203,960 Holding Largest Purchases this Quarter Cinemark 441,925 shares (about $11.00M)Sensient Technologies 135,517 shares (about $10.09M)News 323,757 shares (about $8.81M)Clean Harbors 44,422 shares (about $8.76M)FERGUSON ENTERPRISES INC 37,227 shares (about $5.96M) Largest Sales this Quarter Constellation Energy 31,363 shares (about $6.32M)EVERUS CONSTR GROUP 158,670 shares (about $5.89M)Jones Lang LaSalle 14,222 shares (about $3.53M)Patrick Industries 25,960 shares (about $2.20M)Tapestry 29,742 shares (about $2.09M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRivermont Capital Management Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWTWWillis Towers Watson Public$30,294,514$588,709 ▼-1.9%89,64212.8%FinanceNWSANews$25,612,223$8,812,665 ▲52.5%940,93410.8%Consumer DiscretionarySPOTSpotify Technology$21,247,109$5,791,266 ▲37.5%38,6299.0%Business ServicesCLHClean Harbors$20,496,232$8,755,576 ▲74.6%103,9898.6%Business ServicesSSNCSS&C Technologies$17,909,166$5,379,499 ▲42.9%214,4047.6%Computer and TechnologyTPRTapestry$17,274,459$2,094,134 ▼-10.8%245,3417.3%Retail/WholesaleFERGUSON ENTERPRISES INC$15,907,474$5,964,882 ▲60.0%99,2796.7%COMMON STOCK NEWACVAACV Auctions$13,147,562$1,887,158 ▲16.8%933,1135.5%Retail/WholesaleCNKCinemark$10,999,513$10,999,513 ▲New Holding441,9254.6%Consumer DiscretionaryUSFDUS Foods$10,329,785$356,299 ▼-3.3%157,8034.4%Consumer StaplesPATKPatrick Industries$10,311,162$2,195,178 ▼-17.6%121,9394.4%ConstructionSXTSensient Technologies$10,086,530$10,086,530 ▲New Holding135,5174.3%Basic MaterialsCEGConstellation Energy$9,600,411$6,323,722 ▼-39.7%47,6144.1%EnergyJLLJones Lang LaSalle$9,027,643$3,525,776 ▼-28.1%36,4153.8%FinanceWDCWestern Digital$8,355,466$136,653 ▼-1.6%206,6653.5%Computer and TechnologyBCBrunswick$3,450,816$3,450,816 ▲New Holding64,0821.5%Consumer DiscretionaryEVERUS CONSTR GROUP$2,748,221$5,885,071 ▼-68.2%74,0961.2%COMCELESTICA INC$203,960$203,960 ▲New Holding2,5880.1%COMLPLALPL Financial$0$19,610,844 ▼-100.0%00.0%FinanceHOODRobinhood Markets$0$13,152,780 ▼-100.0%00.0%FinanceMRVLMarvell Technology$0$12,587,655 ▼-100.0%00.0%Computer and TechnologyVFCVF$0$4,791,739 ▼-100.0%00.0%Consumer DiscretionaryMTNVail Resorts$0$4,498,800 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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