Filed: 2/17/2026ACC: 0001965613-26-000002
📋 What this filing means
RIVERMONT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $420.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$420.95M
Total AUM (reported)
4.61M
Total Shares
Allocation by class
COM$233.71M55.5%
SHS$51.30M12.2%
ORD SHS$49.87M11.8%
CL A$49.69M11.8%
COMMON STOCK NEW$18.49M4.4%
COM NEW$17.11M4.1%
COM CL A$793.0K0.2%
Portfolio Concentration
Top 3$93.72M22.3%
4–10$163.68M38.9%
11–25$163.55M38.9%
Top 3 weight
22.3%
Top 10 weight
61.1%
Voting Authority Distribution
Total shares with voting rights: 4.61M
Sole
Full voting authority
4.61M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
SENSIENT TECHNOLOGIES CORP
SOLEShares341.97K
TypeSH
Market value$32.13M
7.63%
Sole
341.97K
Shared
0.00
None
0.00
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares116.50K
TypeSH
Market value$32.08M
7.62%
Sole
116.50K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares50.81K
TypeSH
Market value$29.51M
7.01%
Sole
50.81K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares154.31K
TypeSH
Market value$26.58M
6.31%
Sole
154.31K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares377.89K
TypeSH
Market value$26.07M
6.19%
Sole
377.89K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares79.89K
TypeSH
Market value$23.62M
5.61%
Sole
79.89K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares76.87K
TypeSH
Market value$23.24M
5.52%
Sole
76.87K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares122.95K
TypeSH
Market value$22.15M
5.26%
Sole
122.95K
Shared
0.00
None
0.00
WILLIS TOWERS WATSON PLC LTD
SOLEShares66.32K
TypeSH
Market value$21.79M
5.18%
Sole
66.32K
Shared
0.00
None
0.00
NEWS CORP NEW
SOLEShares774.29K
TypeSH
Market value$20.22M
4.80%
Sole
774.29K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares83.03K
TypeSH
Market value$18.49M
4.39%
Sole
83.03K
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
SOLEShares50.97K
TypeSH
Market value$18.01M
4.28%
Sole
50.97K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares857.18K
TypeSH
Market value$17.79M
4.23%
Sole
857.18K
Shared
0.00
None
0.00
C H ROBINSON WORLDWIDE INC
SOLEShares106.41K
TypeSH
Market value$17.11M
4.06%
Sole
106.41K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares38.29K
TypeSH
Market value$16.16M
3.84%
Sole
38.29K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares62K
TypeSH
Market value$14.79M
3.51%
Sole
62K
Shared
0.00
None
0.00
V F CORP
SOLEShares760.11K
TypeSH
Market value$13.74M
3.26%
Sole
760.11K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares218.47K
TypeSH
Market value$13.30M
3.16%
Sole
218.47K
Shared
0.00
None
0.00
TAPESTRY INC
SOLEShares91.68K
TypeSH
Market value$11.71M
2.78%
Sole
91.68K
Shared
0.00
None
0.00
SS&C TECHNOLOGIES HLDGS INC
SOLEShares129.19K
TypeSH
Market value$11.29M
2.68%
Sole
129.19K
Shared
0.00
None
0.00
CLEAN HARBORS INC
SOLEShares44.26K
TypeSH
Market value$10.38M
2.47%
Sole
44.26K
Shared
0.00
None
0.00
CIRCLE INTERNET GROUP INC
SOLEShares10K
TypeSH
Market value$793.0K
0.19%
Sole
10K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SENSIENT TECHNOLOGIES CORPSOLE | COM | 341.97K | SH | $32.13M 7.63% | 341.97K | 0.00 | 0.00 |
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 116.50K | SH | $32.08M 7.62% | 116.50K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 50.81K | SH | $29.51M 7.01% | 50.81K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 154.31K | SH | $26.58M 6.31% | 154.31K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 377.89K | SH | $26.07M 6.19% | 377.89K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 79.89K | SH | $23.62M 5.61% | 79.89K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 76.87K | SH | $23.24M 5.52% | 76.87K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 122.95K | SH | $22.15M 5.26% | 122.95K | 0.00 | 0.00 |
WILLIS TOWERS WATSON PLC LTDSOLE | SHS | 66.32K | SH | $21.79M 5.18% | 66.32K | 0.00 | 0.00 |
NEWS CORP NEWSOLE | CL A | 774.29K | SH | $20.22M 4.80% | 774.29K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 83.03K | SH | $18.49M 4.39% | 83.03K | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 50.97K | SH | $18.01M 4.28% | 50.97K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 857.18K | SH | $17.79M 4.23% | 857.18K | 0.00 | 0.00 |
C H ROBINSON WORLDWIDE INCSOLE | COM NEW | 106.41K | SH | $17.11M 4.06% | 106.41K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 38.29K | SH | $16.16M 3.84% | 38.29K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 62K | SH | $14.79M 3.51% | 62K | 0.00 | 0.00 |
V F CORPSOLE | COM | 760.11K | SH | $13.74M 3.26% | 760.11K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 218.47K | SH | $13.30M 3.16% | 218.47K | 0.00 | 0.00 |
TAPESTRY INCSOLE | COM | 91.68K | SH | $11.71M 2.78% | 91.68K | 0.00 | 0.00 |
SS&C TECHNOLOGIES HLDGS INCSOLE | COM | 129.19K | SH | $11.29M 2.68% | 129.19K | 0.00 | 0.00 |
CLEAN HARBORS INCSOLE | COM | 44.26K | SH | $10.38M 2.47% | 44.26K | 0.00 | 0.00 |
CIRCLE INTERNET GROUP INCSOLE | COM CL A | 10K | SH | $793.0K 0.19% | 10K | 0.00 | 0.00 |