Filed: 11/13/2025ACC: 0001965613-25-000008
📋 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 $378.55M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$378.55M
Total AUM (reported)
5.22M
Total Shares
Allocation by class
COM$196.52M51.9%
SHS$56.46M14.9%
CL A$39.25M10.4%
ORD SHS$35.46M9.4%
COMMON STOCK NEW$32.29M8.5%
CL A SHS$10.17M2.7%
COM CL A$8.40M2.2%
Portfolio Concentration
Top 3$97.15M25.7%
4–10$179.27M47.4%
11–25$102.13M27.0%
Top 3 weight
25.7%
Top 10 weight
73.0%
Voting Authority Distribution
Total shares with voting rights: 5.22M
Sole
Full voting authority
5.22M
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:
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares150.21K
TypeSH
Market value$35.46M
9.37%
Sole
150.21K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares143.78K
TypeSH
Market value$32.29M
8.53%
Sole
143.78K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares85.11K
TypeSH
Market value$29.40M
7.77%
Sole
85.11K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares122.65K
TypeSH
Market value$28.48M
7.52%
Sole
122.65K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares225.54K
TypeSH
Market value$27.08M
7.15%
Sole
225.54K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares38.77K
TypeSH
Market value$27.06M
7.15%
Sole
38.77K
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares871.52K
TypeSH
Market value$26.76M
7.07%
Sole
871.52K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares107.90K
TypeSH
Market value$26.59M
7.02%
Sole
107.90K
Shared
0.00
None
0.00
GROCERY OUTLET HLDG CORP
SOLEShares1.35M
TypeSH
Market value$21.67M
5.72%
Sole
1.35M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares65.73K
TypeSH
Market value$21.63M
5.71%
Sole
65.73K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares180.18K
TypeSH
Market value$20.40M
5.39%
Sole
180.18K
Shared
0.00
None
0.00
LOUISIANA PAC CORP
SOLEShares182.83K
TypeSH
Market value$16.24M
4.29%
Sole
182.83K
Shared
0.00
None
0.00
SS&C TECHNOLOGIES HLDGS INC
SOLEShares157.44K
TypeSH
Market value$13.97M
3.69%
Sole
157.44K
Shared
0.00
None
0.00
MONGODB INC
SOLEShares40.24K
TypeSH
Market value$12.49M
3.30%
Sole
40.24K
Shared
0.00
None
0.00
JBS N.V.
SOLEShares680.98K
TypeSH
Market value$10.17M
2.69%
Sole
680.98K
Shared
0.00
None
0.00
V F CORP
SOLEShares600.20K
TypeSH
Market value$8.66M
2.29%
Sole
600.20K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares58.65K
TypeSH
Market value$8.40M
2.22%
Sole
58.65K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares76.63K
TypeSH
Market value$7.19M
1.90%
Sole
76.63K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares80K
TypeSH
Market value$4.61M
1.22%
Sole
80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 150.21K | SH | $35.46M 9.37% | 150.21K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 143.78K | SH | $32.29M 8.53% | 143.78K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 85.11K | SH | $29.40M 7.77% | 85.11K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 122.65K | SH | $28.48M 7.52% | 122.65K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 225.54K | SH | $27.08M 7.15% | 225.54K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 38.77K | SH | $27.06M 7.15% | 38.77K | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL A | 871.52K | SH | $26.76M 7.07% | 871.52K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 107.90K | SH | $26.59M 7.02% | 107.90K | 0.00 | 0.00 |
GROCERY OUTLET HLDG CORPSOLE | COM | 1.35M | SH | $21.67M 5.72% | 1.35M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 65.73K | SH | $21.63M 5.71% | 65.73K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 180.18K | SH | $20.40M 5.39% | 180.18K | 0.00 | 0.00 |
LOUISIANA PAC CORPSOLE | COM | 182.83K | SH | $16.24M 4.29% | 182.83K | 0.00 | 0.00 |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 157.44K | SH | $13.97M 3.69% | 157.44K | 0.00 | 0.00 |
MONGODB INCSOLE | CL A | 40.24K | SH | $12.49M 3.30% | 40.24K | 0.00 | 0.00 |
JBS N.V.SOLE | CL A SHS | 680.98K | SH | $10.17M 2.69% | 680.98K | 0.00 | 0.00 |
V F CORPSOLE | COM | 600.20K | SH | $8.66M 2.29% | 600.20K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 58.65K | SH | $8.40M 2.22% | 58.65K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 76.63K | SH | $7.19M 1.90% | 76.63K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 80K | SH | $4.61M 1.22% | 80K | 0.00 | 0.00 |