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CIK: 0001965613
Total reported value
$704.8M
$704.8M
17 檔
14.9%
In Q3 2024, Rivermont Capital Management LP's U.S. equity holdings reached a combined market value of $704.8M, distributed across 17 disclosed stock positions.
During Q3 2024, Rivermont Capital Management LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CEG | Constellation Energy | Stock-Utilities | 12.09% | — | +27.73% | |
| 2 | WTW | Willis Towers Watson Public Limited Company | Stock-Financials | 11.01% | — | -24.00% | |
| 3 | JLL | Jones Lang Lasalle Inc | Stock-Real Estate | 10.35% | — | +1.82% | |
| 4 | ACVA | Acv Auctions Inc-a | Stock-Other | 8.96% | — | +10.88% | |
| 5 | CLH | Clean Harbors Inc | Stock-Industrials | 7.01% | — | -2.72% | |
| 6 | SSNC | Ss&c Technologies Holdings | Stock-Tech | 7.00% | — | — | |
| 7 | WDC | Western Digital CORP | Stock-Tech | 6.47% | -1.70% | — | |
| 8 | NWSA | News CORP - Class A | Stock-Comm Services | 6.11% | — | -36.02% | |
| 9 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 5.71% | +0.57% | — | |
| 10 | GEV | GE Vernova Inc | Stock-Industrials | 4.98% | — | — | |
| 11 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 4.20% | — | -23.95% | |
| 12 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 3.42% | — | -37.02% | |
| 13 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 3.38% | — | -59.00% | |
| 14 | AZPN1USD | Aspen Technology Inc | Stock-Other | 3.28% | — | -36.97% | |
| 15 | TRMB | Trimble Inc | Stock-Tech | 2.69% | — | -30.77% | |
| 16 | VFC | Vf CORP | Stock-Consumer Disc | 2.06% | — | — | |
| 17 | BROS | Dutch Bros Inc-class A | Stock-Consumer Disc | 1.26% | — | — |
According to official SEC Form 13F filings, Rivermont Capital Management LP reported a total U.S. public equity portfolio value of $704.8M across 17 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CEG, WTW, JLL) accounted for 14.9% of total reported equity market value during Q3 2024.
During Q3 2024, Rivermont Capital Management LP's top holdings by market value included CEG (12.1%)、WTW (11.0%)、JLL (10.3%). The largest single position, CEG, represented 12.1% of total portfolio value.
In Q3 2024, Rivermont Capital Management LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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