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Size ($ in 1000's)
At 12/31/2023: $248,448
At 09/30/2023: $225,083
Rivermont Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rivermont Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Rivermont Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Rivermont Capital Management LP.
In the Rivermont Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Rivermont Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Rivermont Capital Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| FERGUSON PLC NEW |
110,314 |
-14,017 |
$21,298 | | FERG | 110,314 | -14,017 | $21,298 | | WILLIS TOWERS WATSON PLC LTD |
81,824 |
-18,943 |
$19,736 | | WTW | 81,824 | -18,943 | $19,736 | | NEWS CORP NEW |
611,958 |
-6,805 |
$15,024 | | NWSA | 611,958 | -6,805 | $15,024 | | FORTREA HLDGS INC |
402,059 |
+402,059 |
$14,032 | | FTRE | 402,059 | +402,059 | $14,032 | | BATH & BODY WORKS INC |
324,973 |
+18,124 |
$14,026 | | BBWI | 324,973 | +18,124 | $14,026 | | CRANE COMPANY |
113,733 |
-14,797 |
$13,436 | | CR | 113,733 | -14,797 | $13,436 | | CONSTELLATION ENERGY CORP |
111,941 |
-54,667 |
$13,085 | | CEG | 111,941 | -54,667 | $13,085 | | DISCOVER FINL SVCS |
107,308 |
+107,308 |
$12,061 | | DFS | 107,308 | +107,308 | $12,061 | | US FOODS HLDG CORP |
258,484 |
+258,484 |
$11,738 | | USFD | 258,484 | +258,484 | $11,738 | | MARTIN MARIETTA MATLS INC |
22,611 |
-8,797 |
$11,281 | | MLM | 22,611 | -8,797 | $11,281 | | ASPEN TECHNOLOGY INC |
49,443 |
-31,684 |
$10,885 | | AZPN | 49,443 | -31,684 | $10,885 | | ACV AUCTIONS INC |
697,278 |
+85,558 |
$10,564 | | ACVA | 697,278 | +85,558 | $10,564 | | FLEETCOR TECHNOLOGIES INC |
36,352 |
-4,726 |
$10,273 | | FLT | 36,352 | -4,726 | $10,273 | | NCR VOYIX CORPORATION |
361,640 |
-63,419 |
$9,793 | | NCR | 361,640 | -63,419 | $9,793 | | JONES LANG LASALLE INC |
49,269 |
-8,928 |
$9,305 | | JLL | 49,269 | -8,928 | $9,305 | | INTERCONTINENTAL EXCHANGE IN (ICE) |
71,498 |
+71,498 |
$9,182 | | ICE | 71,498 | +71,498 | $9,182 | | AVANTOR INC |
400,576 |
+400,576 |
$9,145 | | AVTR | 400,576 | +400,576 | $9,145 | | LAMAR ADVERTISING CO NEW |
79,610 |
+79,610 |
$8,461 | | LAMR | 79,610 | +79,610 | $8,461 | | NCR ATLEOS CORPORATION |
274,157 |
+274,157 |
$6,659 | | NATL | 274,157 | +274,157 | $6,659 | | CBRE GROUP INC |
68,903 |
+68,903 |
$6,414 | | CBRE | 68,903 | +68,903 | $6,414 | | BOOT BARN HLDGS INC |
83,345 |
-46,688 |
$6,398 | | BOOT | 83,345 | -46,688 | $6,398 |
See Full List: All Stocks Held By Rivermont Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Rivermont Capital Management LP
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