Filed: 2/14/2025ACC: 0001965613-25-000002
📋 What this filing means
RIVERMONT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $265.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$265.53M
Total AUM (reported)
3.74M
Total Shares
Allocation by class
COM$166.15M62.6%
SHS$41.20M15.5%
COM CL A$30.42M11.5%
CL A$17.00M6.4%
COMMON STOCK NEW$10.77M4.1%
Portfolio Concentration
Top 3$66.21M24.9%
4–10$106.91M40.3%
11–25$92.41M34.8%
Top 3 weight
24.9%
Top 10 weight
65.2%
Voting Authority Distribution
Total shares with voting rights: 3.74M
Sole
Full voting authority
3.74M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
WILLIS TOWERS WATSON PLC LTD
SOLEShares91.38K
TypeSH
Market value$28.63M
10.78%
Sole
91.38K
Shared
0.00
None
0.00
LPL FINL HLDGS INC
SOLEShares60.06K
TypeSH
Market value$19.61M
7.39%
Sole
60.06K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares275.08K
TypeSH
Market value$17.97M
6.77%
Sole
275.08K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares78.98K
TypeSH
Market value$17.67M
6.65%
Sole
78.98K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares799.18K
TypeSH
Market value$17.26M
6.50%
Sole
799.18K
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares617.18K
TypeSH
Market value$17.00M
6.40%
Sole
617.18K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP
SOLEShares232.77K
TypeSH
Market value$15.30M
5.76%
Sole
232.77K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares59.57K
TypeSH
Market value$13.71M
5.16%
Sole
59.57K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares353K
TypeSH
Market value$13.15M
4.95%
Sole
353K
Shared
0.00
None
0.00
JONES LANG LASALLE INC
SOLEShares50.64K
TypeSH
Market value$12.82M
4.83%
Sole
50.64K
Shared
0.00
None
0.00
MARVELL TECHNOLOGY INC
SOLEShares113.97K
TypeSH
Market value$12.59M
4.74%
Sole
113.97K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares28.10K
TypeSH
Market value$12.57M
4.73%
Sole
28.10K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares210.04K
TypeSH
Market value$12.52M
4.72%
Sole
210.04K
Shared
0.00
None
0.00
PATRICK INDS INC
SOLEShares147.90K
TypeSH
Market value$12.29M
4.63%
Sole
147.90K
Shared
0.00
None
0.00
SS&C TECHNOLOGIES HLDGS INC
SOLEShares150K
TypeSH
Market value$11.37M
4.28%
Sole
150K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares163.25K
TypeSH
Market value$11.01M
4.15%
Sole
163.25K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares62.05K
TypeSH
Market value$10.77M
4.06%
Sole
62.05K
Shared
0.00
None
0.00
V F CORP
SOLEShares223.29K
TypeSH
Market value$4.79M
1.80%
Sole
223.29K
Shared
0.00
None
0.00
VAIL RESORTS INC
SOLEShares24K
TypeSH
Market value$4.50M
1.69%
Sole
24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 91.38K | SH | $28.63M 10.78% | 91.38K | 0.00 | 0.00 |
LPL FINL HLDGS INCSOLE | COM | 60.06K | SH | $19.61M 7.39% | 60.06K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 275.08K | SH | $17.97M 6.77% | 275.08K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 78.98K | SH | $17.67M 6.65% | 78.98K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 799.18K | SH | $17.26M 6.50% | 799.18K | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL A | 617.18K | SH | $17.00M 6.40% | 617.18K | 0.00 | 0.00 |
EVERUS CONSTR GROUPSOLE | COM | 232.77K | SH | $15.30M 5.76% | 232.77K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 59.57K | SH | $13.71M 5.16% | 59.57K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 353K | SH | $13.15M 4.95% | 353K | 0.00 | 0.00 |
JONES LANG LASALLE INCSOLE | COM | 50.64K | SH | $12.82M 4.83% | 50.64K | 0.00 | 0.00 |
MARVELL TECHNOLOGY INCSOLE | COM | 113.97K | SH | $12.59M 4.74% | 113.97K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 28.10K | SH | $12.57M 4.73% | 28.10K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 210.04K | SH | $12.52M 4.72% | 210.04K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 147.90K | SH | $12.29M 4.63% | 147.90K | 0.00 | 0.00 |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 150K | SH | $11.37M 4.28% | 150K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 163.25K | SH | $11.01M 4.15% | 163.25K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 62.05K | SH | $10.77M 4.06% | 62.05K | 0.00 | 0.00 |
V F CORPSOLE | COM | 223.29K | SH | $4.79M 1.80% | 223.29K | 0.00 | 0.00 |
VAIL RESORTS INCSOLE | COM | 24K | SH | $4.50M 1.69% | 24K | 0.00 | 0.00 |