Rivermont Capital Management LP
Rivermont Capital Management LP reported 20 positions worth $704.8M as of June 30, 2026 (13F filed August 13, 2026). Largest holding: STX (15.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | STX | SH | $109.7M | 15.56% | 113,669 | — | — | |
| ▸ 2 | SXT | SH | $69.6M | 9.87% | 564,209 | — | — | |
| ▸ 3 | TTMI | SH | $54.1M | 7.68% | 289,248 | — | — | |
| ▸ 4 | CHRW | SH | $43.4M | 6.16% | 230,439 | — | — | |
| ▸ 5 | WWD | SH | $43.0M | 6.10% | 101,026 | — | — | |
| ▸ 6 | FERG | SH | $39.7M | 5.63% | 167,309 | — | — | |
| ▸ 7 | WDC | SH | $34.5M | 4.89% | 54,000 | — | — | |
| ▸ 8 | TSM | SH | $33.3M | 4.72% | 69,725 | — | — | |
| ▸ 9 | CIFR | SH | $30.4M | 4.32% | 1,242,274 | — | — | |
| ▸ 10 | VSH | SH | $30.0M | 4.26% | 558,209 | — | — |
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Frequently Asked Questions
What stocks does Rivermont Capital Management LP hold as of Q2 2026?
Rivermont Capital Management LP reported 20 positions worth $704.8M in its Q2 2026 13F filing. Largest positions: STX (15.6%), SXT (9.9%), TTMI (7.7%), CHRW (6.2%) and WWD (6.1%).
What did Rivermont Capital Management LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Rivermont Capital Management LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.