Filed: 8/14/2025ACC: 0001965613-25-000007
📋 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 $313.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$313.66M
Total AUM (reported)
3.45M
Total Shares
Allocation by class
COM$192.72M61.4%
SHS$45.36M14.5%
COMMON STOCK NEW$33.25M10.6%
CL A$18.68M6.0%
COM CL A$16.70M5.3%
CL A SHS$6.96M2.2%
Portfolio Concentration
Top 3$91.72M29.2%
4–10$152.64M48.7%
11–25$69.30M22.1%
Top 3 weight
29.2%
Top 10 weight
77.9%
Voting Authority Distribution
Total shares with voting rights: 3.45M
Sole
Full voting authority
3.45M
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:
FERGUSON ENTERPRISES INC
SOLEShares152.68K
TypeSH
Market value$33.25M
10.60%
Sole
152.68K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares191.10K
TypeSH
Market value$29.83M
9.51%
Sole
191.10K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares326.20K
TypeSH
Market value$28.64M
9.13%
Sole
326.20K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares282.57K
TypeSH
Market value$27.84M
8.88%
Sole
282.57K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares84.26K
TypeSH
Market value$25.83M
8.23%
Sole
84.26K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares75.17K
TypeSH
Market value$24.26M
7.73%
Sole
75.17K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares25.45K
TypeSH
Market value$19.53M
6.23%
Sole
25.45K
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares628.69K
TypeSH
Market value$18.68M
5.96%
Sole
628.69K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares80.74K
TypeSH
Market value$18.67M
5.95%
Sole
80.74K
Shared
0.00
None
0.00
SS&C TECHNOLOGIES HLDGS INC
SOLEShares215.32K
TypeSH
Market value$17.83M
5.68%
Sole
215.32K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares178.39K
TypeSH
Market value$16.70M
5.32%
Sole
178.39K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares67.94K
TypeSH
Market value$16.65M
5.31%
Sole
67.94K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares75.55K
TypeSH
Market value$10.72M
3.42%
Sole
75.55K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares106.18K
TypeSH
Market value$8.18M
2.61%
Sole
106.18K
Shared
0.00
None
0.00
JBS N.V.
SOLEShares476.25K
TypeSH
Market value$6.96M
2.22%
Sole
476.25K
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares228.05K
TypeSH
Market value$6.94M
2.21%
Sole
228.05K
Shared
0.00
None
0.00
GROCERY OUTLET HLDG CORP
SOLEShares254.17K
TypeSH
Market value$3.16M
1.01%
Sole
254.17K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 152.68K | SH | $33.25M 10.60% | 152.68K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 191.10K | SH | $29.83M 9.51% | 191.10K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 326.20K | SH | $28.64M 9.13% | 326.20K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 282.57K | SH | $27.84M 8.88% | 282.57K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 84.26K | SH | $25.83M 8.23% | 84.26K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 75.17K | SH | $24.26M 7.73% | 75.17K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 25.45K | SH | $19.53M 6.23% | 25.45K | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL A | 628.69K | SH | $18.68M 5.96% | 628.69K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 80.74K | SH | $18.67M 5.95% | 80.74K | 0.00 | 0.00 |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 215.32K | SH | $17.83M 5.68% | 215.32K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 178.39K | SH | $16.70M 5.32% | 178.39K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 67.94K | SH | $16.65M 5.31% | 67.94K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 75.55K | SH | $10.72M 3.42% | 75.55K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 106.18K | SH | $8.18M 2.61% | 106.18K | 0.00 | 0.00 |
JBS N.V.SOLE | CL A SHS | 476.25K | SH | $6.96M 2.22% | 476.25K | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 228.05K | SH | $6.94M 2.21% | 228.05K | 0.00 | 0.00 |
GROCERY OUTLET HLDG CORPSOLE | COM | 254.17K | SH | $3.16M 1.01% | 254.17K | 0.00 | 0.00 |