Rivermont Capital Management LP
CIK 1965613
13F filing for Q2 2026・No. 3,196
- Holdings
- US$704.77M
- Quarter change
- +US$230.1M
- Entries
- 20
- Net bought (estimate)
- +US$111.17M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 9
- Cut 3
- Added 8
- Corporate actions 0
- Unchanged 0
Largest holdings
20 stocks worth US$704.77M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| STXSEAGATE TECHNOLOGY HLDNGS PLORD SHS | Cut | 113,669 | US$109.69M | 15.56% |
| SENSIENT TECHNOLOGIES CORPCOM | Added | 564,209 | US$69.56M | 9.87% |
| TTMITTM TECHNOLOGIES INCCOM | Added | 289,248 | US$54.1M | 7.68% |
| CHRWC H ROBINSON WORLDWIDE INCOM NEW | Added | 230,439 | US$43.4M | 6.16% |
| WWDWOODWARD INCCOM | Added | 101,026 | US$42.98M | 6.10% |
| FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW | Added | 167,309 | US$39.71M | 5.63% |
| WDCWESTERN DIGITAL CORPCOM | CutSplit 1:2 | 54,000 | US$34.49M | 4.89% |
| TSMTSMC ADRSPONSORED ADS | New | 69,725 | US$33.3M | 4.72% |
| CIFRCIPHER DIGITAL INCCOM | New | 1,242,274 | US$30.44M | 4.32% |
| VSHVISHAY INTERTECHNOLOGY INCCOM | New | 558,209 | US$30.02M | 4.26% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.