Filed: 5/14/2025ACC: 0001965613-25-000003
📋 What this filing means
RIVERMONT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $197.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$197.74M
Total AUM (reported)
3.30M
Total Shares
Allocation by class
COM$109.01M55.1%
SHS$43.15M21.8%
CL A$21.47M10.9%
COMMON STOCK NEW$13.20M6.7%
COM CL A$10.92M5.5%
Portfolio Concentration
Top 3$64.62M32.7%
4–10$88.42M44.7%
11–25$44.70M22.6%
Top 3 weight
32.7%
Top 10 weight
77.4%
Voting Authority Distribution
Total shares with voting rights: 3.30M
Sole
Full voting authority
3.30M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
WILLIS TOWERS WATSON PLC LTD
SOLEShares75.18K
TypeSH
Market value$25.41M
12.85%
Sole
75.18K
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares788.86K
TypeSH
Market value$21.47M
10.86%
Sole
788.86K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares32.26K
TypeSH
Market value$17.74M
8.97%
Sole
32.26K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares86.92K
TypeSH
Market value$17.13M
8.66%
Sole
86.92K
Shared
0.00
None
0.00
SS&C TECHNOLOGIES HLDGS INC
SOLEShares178.68K
TypeSH
Market value$14.93M
7.55%
Sole
178.68K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares204.58K
TypeSH
Market value$14.40M
7.28%
Sole
204.58K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares82.35K
TypeSH
Market value$13.20M
6.67%
Sole
82.35K
Shared
0.00
None
0.00
ACV AUCTIONS INC
SOLEShares774.95K
TypeSH
Market value$10.92M
5.52%
Sole
774.95K
Shared
0.00
None
0.00
CINEMARK HLDGS INC
SOLEShares369.08K
TypeSH
Market value$9.19M
4.65%
Sole
369.08K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares132.29K
TypeSH
Market value$8.66M
4.38%
Sole
132.29K
Shared
0.00
None
0.00
PATRICK INDS INC
SOLEShares101.94K
TypeSH
Market value$8.62M
4.36%
Sole
101.94K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares111.24K
TypeSH
Market value$8.28M
4.19%
Sole
111.24K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares39.89K
TypeSH
Market value$8.04M
4.07%
Sole
39.89K
Shared
0.00
None
0.00
JONES LANG LASALLE INC
SOLEShares30.37K
TypeSH
Market value$7.53M
3.81%
Sole
30.37K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares173.09K
TypeSH
Market value$7.00M
3.54%
Sole
173.09K
Shared
0.00
None
0.00
BRUNSWICK CORP
SOLEShares54.37K
TypeSH
Market value$2.93M
1.48%
Sole
54.37K
Shared
0.00
None
0.00
EVERUS CONSTR GROUP
SOLEShares62.09K
TypeSH
Market value$2.30M
1.16%
Sole
62.09K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 75.18K | SH | $25.41M 12.85% | 75.18K | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL A | 788.86K | SH | $21.47M 10.86% | 788.86K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 32.26K | SH | $17.74M 8.97% | 32.26K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 86.92K | SH | $17.13M 8.66% | 86.92K | 0.00 | 0.00 |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 178.68K | SH | $14.93M 7.55% | 178.68K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 204.58K | SH | $14.40M 7.28% | 204.58K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 82.35K | SH | $13.20M 6.67% | 82.35K | 0.00 | 0.00 |
ACV AUCTIONS INCSOLE | COM CL A | 774.95K | SH | $10.92M 5.52% | 774.95K | 0.00 | 0.00 |
CINEMARK HLDGS INCSOLE | COM | 369.08K | SH | $9.19M 4.65% | 369.08K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 132.29K | SH | $8.66M 4.38% | 132.29K | 0.00 | 0.00 |
PATRICK INDS INCSOLE | COM | 101.94K | SH | $8.62M 4.36% | 101.94K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 111.24K | SH | $8.28M 4.19% | 111.24K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 39.89K | SH | $8.04M 4.07% | 39.89K | 0.00 | 0.00 |
JONES LANG LASALLE INCSOLE | COM | 30.37K | SH | $7.53M 3.81% | 30.37K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 173.09K | SH | $7.00M 3.54% | 173.09K | 0.00 | 0.00 |
BRUNSWICK CORPSOLE | COM | 54.37K | SH | $2.93M 1.48% | 54.37K | 0.00 | 0.00 |
EVERUS CONSTR GROUPSOLE | COM | 62.09K | SH | $2.30M 1.16% | 62.09K | 0.00 | 0.00 |