Rivermont Capital Management LP Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$421.0B
Holdings
22
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SSFSENSIENT TECHNOLOGIES CORP | 341,968 | $32.1B | 7.63% | |
| 2 | STXSEAGATE TECHNOLOGY HLDNGS PL | 116,496 | $32.1B | 7.62% | |
| 3 | SPOTSPOTIFY TECHNOLOGY S A | 50,814 | $29.5B | 7.01% | |
| 4 | WDCWESTERN DIGITAL CORP | 154,309 | $26.6B | 6.31% | |
| 5 | TTMITTM TECHNOLOGIES INC | 377,894 | $26.1B | 6.19% | |
| 6 | CLSCELESTICA INC | 79,893 | $23.6B | 5.61% | |
| 7 | WWDWOODWARD INC | 76,874 | $23.2B | 5.52% | |
| 8 | ROSTROSS STORES INC | 122,948 | $22.1B | 5.26% | |
| 9 | WTWWILLIS TOWERS WATSON PLC LTD | 66,320 | $21.8B | 5.18% | |
| 10 | NWSANEWS CORP NEW | 774,287 | $20.2B | 4.80% | |
| 11 | FERGFERGUSON ENTERPRISES INC | 83,032 | $18.5B | 4.39% | |
| 12 | CEGCONSTELLATION ENERGY CORP | 50,970 | $18.0B | 4.28% | |
| 13 | JHXJAMES HARDIE INDS PLC | 857,177 | $17.8B | 4.23% | |
| 14 | CHRWC H ROBINSON WORLDWIDE INC | 106,409 | $17.1B | 4.06% | |
| 15 | CVNACARVANA CO | 38,290 | $16.2B | 3.84% | |
| 16 | WINGWINGSTOP INC | 62,000 | $14.8B | 3.51% | |
| 17 | VFCV F CORP | 760,112 | $13.7B | 3.26% | |
| 18 | FNDFLOOR & DECOR HLDGS INC | 218,475 | $13.3B | 3.16% | |
| 19 | TPRTAPESTRY INC | 91,677 | $11.7B | 2.78% | |
| 20 | SSNCSS&C TECHNOLOGIES HLDGS INC | 129,190 | $11.3B | 2.68% | |
| 21 | CLHCLEAN HARBORS INC | 44,262 | $10.4B | 2.47% | |
| 22 | CRCLCIRCLE INTERNET GROUP INC | 10,000 | $793.0M | 0.19% |