Filed: 5/14/2026ACC: 0001965613-26-000003
📋 What this filing means
RIVERMONT CAPITAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $474.68M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$474.68M
Total AUM (reported)
4.34M
Total Shares
Allocation by class
COM$265.88M56.0%
SHS$52.27M11.0%
ORD SHS$47.84M10.1%
SPONSORED ADR$24.98M5.3%
COMMON STOCK NEW$24.04M5.1%
CL A$22.89M4.8%
COM NEW$18.15M3.8%
Portfolio Concentration
Top 3$126.88M26.7%
4–10$181.64M38.3%
11–25$166.16M35.0%
Top 3 weight
26.7%
Top 10 weight
65.0%
Voting Authority Distribution
Total shares with voting rights: 4.34M
Sole
Full voting authority
4.34M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
SEAGATE TECHNOLOGY HLDNGS PL
SOLEShares122.13K
TypeSH
Market value$47.84M
10.08%
Sole
122.13K
Shared
0.00
None
0.00
SENSIENT TECHNOLOGIES CORP
SOLEShares552.43K
TypeSH
Market value$47.75M
10.06%
Sole
552.43K
Shared
0.00
None
0.00
WESTERN DIGITAL CORP
SOLEShares115.67K
TypeSH
Market value$31.29M
6.59%
Sole
115.67K
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares63.87K
TypeSH
Market value$30.97M
6.52%
Sole
63.87K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares372.09K
TypeSH
Market value$27.08M
5.71%
Sole
372.09K
Shared
0.00
None
0.00
ROSS STORES INC
SOLEShares123.14K
TypeSH
Market value$26.68M
5.62%
Sole
123.14K
Shared
0.00
None
0.00
LUMENTUM HLDGS INC
SOLEShares35.58K
TypeSH
Market value$25.00M
5.27%
Sole
35.58K
Shared
0.00
None
0.00
RENTOKIL INITIAL PLC
SOLEShares793.45K
TypeSH
Market value$24.98M
5.26%
Sole
793.45K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares103.06K
TypeSH
Market value$24.04M
5.06%
Sole
103.06K
Shared
0.00
None
0.00
FLOOR & DECOR HLDGS INC
SOLEShares450.65K
TypeSH
Market value$22.89M
4.82%
Sole
450.65K
Shared
0.00
None
0.00
TTM TECHNOLOGIES INC
SOLEShares224.48K
TypeSH
Market value$21.87M
4.61%
Sole
224.48K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares42.97K
TypeSH
Market value$21.30M
4.49%
Sole
42.97K
Shared
0.00
None
0.00
CELESTICA INC
SOLEShares74.27K
TypeSH
Market value$20.92M
4.41%
Sole
74.27K
Shared
0.00
None
0.00
MKS INC.
SOLEShares87.54K
TypeSH
Market value$20.12M
4.24%
Sole
87.54K
Shared
0.00
None
0.00
SITEONE LANDSCAPE SUPPLY INC
SOLEShares139.70K
TypeSH
Market value$18.60M
3.92%
Sole
139.70K
Shared
0.00
None
0.00
C H ROBINSON WORLDWIDE IN
SOLEShares109.29K
TypeSH
Market value$18.15M
3.82%
Sole
109.29K
Shared
0.00
None
0.00
WOODWARD INC
SOLEShares38.75K
TypeSH
Market value$13.87M
2.92%
Sole
38.75K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares82.02K
TypeSH
Market value$12.71M
2.68%
Sole
82.02K
Shared
0.00
None
0.00
JBS N.V.
SOLEShares550K
TypeSH
Market value$9.88M
2.08%
Sole
550K
Shared
0.00
None
0.00
ON HLDG AG
SOLEShares256.95K
TypeSH
Market value$8.74M
1.84%
Sole
256.95K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SEAGATE TECHNOLOGY HLDNGS PLSOLE | ORD SHS | 122.13K | SH | $47.84M 10.08% | 122.13K | 0.00 | 0.00 |
SENSIENT TECHNOLOGIES CORPSOLE | COM | 552.43K | SH | $47.75M 10.06% | 552.43K | 0.00 | 0.00 |
WESTERN DIGITAL CORPSOLE | COM | 115.67K | SH | $31.29M 6.59% | 115.67K | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 63.87K | SH | $30.97M 6.52% | 63.87K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 372.09K | SH | $27.08M 5.71% | 372.09K | 0.00 | 0.00 |
ROSS STORES INCSOLE | COM | 123.14K | SH | $26.68M 5.62% | 123.14K | 0.00 | 0.00 |
LUMENTUM HLDGS INCSOLE | COM | 35.58K | SH | $25.00M 5.27% | 35.58K | 0.00 | 0.00 |
RENTOKIL INITIAL PLCSOLE | SPONSORED ADR | 793.45K | SH | $24.98M 5.26% | 793.45K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 103.06K | SH | $24.04M 5.06% | 103.06K | 0.00 | 0.00 |
FLOOR & DECOR HLDGS INCSOLE | CL A | 450.65K | SH | $22.89M 4.82% | 450.65K | 0.00 | 0.00 |
TTM TECHNOLOGIES INCSOLE | COM | 224.48K | SH | $21.87M 4.61% | 224.48K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 42.97K | SH | $21.30M 4.49% | 42.97K | 0.00 | 0.00 |
CELESTICA INCSOLE | COM | 74.27K | SH | $20.92M 4.41% | 74.27K | 0.00 | 0.00 |
MKS INC.SOLE | COM | 87.54K | SH | $20.12M 4.24% | 87.54K | 0.00 | 0.00 |
SITEONE LANDSCAPE SUPPLY INCSOLE | COM | 139.70K | SH | $18.60M 3.92% | 139.70K | 0.00 | 0.00 |
C H ROBINSON WORLDWIDE INSOLE | COM NEW | 109.29K | SH | $18.15M 3.82% | 109.29K | 0.00 | 0.00 |
WOODWARD INCSOLE | COM | 38.75K | SH | $13.87M 2.92% | 38.75K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 82.02K | SH | $12.71M 2.68% | 82.02K | 0.00 | 0.00 |
JBS N.V.SOLE | CL A SHS | 550K | SH | $9.88M 2.08% | 550K | 0.00 | 0.00 |
ON HLDG AGSOLE | NAMEN AKT A | 256.95K | SH | $8.74M 1.84% | 256.95K | 0.00 | 0.00 |