Rivermont Capital Management LP
Net buyer this quarter
$705M
20
+$44.1M
69.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 STX | $110M | 15.56% | 0.05% | -6.9% | Q3 2025 |
 SXT | $69.6M | 9.87% | 1.33% | +2.1% | Q1 2025 |
 TTMI | $54.1M | 7.68% | 0.27% | +28.9% | Q3 2025 |
 CHRW | $43.4M | 6.16% | 0.20% | +110.9% | Q4 2025 |
 WWD | $43M | 6.10% | 0.17% | +160.7% | Q2 2025 |
 FERG | $39.7M | 5.63% | 0.09% | +62.3% | Q4 2022 |
 WDC | $34.5M | 4.89% | 0.02% | -53.3% | Q3 2024 |
 TSM | $33.3M | 4.72% | 0.00% | New | Q2 2026 |
 CIFR | $30.4M | 4.32% | 0.30% | New | Q2 2026 |
 VSH | $30M | 4.26% | 0.43% | New | Q2 2026 |
 FND | $26.9M | 3.82% | 0.42% | +0.7% | Q4 2025 |
 RTO | $26.3M | 3.73% | 0.04% | +15.9% | Q1 2026 |
 ARW | $24.6M | 3.49% | 0.23% | New | Q2 2026 |
 WAT | $24.6M | 3.48% | 0.07% | New | Q2 2026 |
 AAP | $21.8M | 3.09% | 0.58% | New | Q2 2026 |
 SITM | $21M | 2.98% | 0.11% | New | Q2 2026 |
 SPOT | $20.5M | 2.91% | 0.02% | -30.2% | Q4 2024 |
 TREX | $20.2M | 2.86% | 0.40% | New | Q2 2026 |
 SITE | $19.6M | 2.78% | 0.39% | +22.5% | Q1 2026 |
 HUT | $11.7M | 1.66% | 0.08% | New | Q2 2026 |
| Q1 2026 | |||||
| STX | $47.8M | 10.08% | 0.06% | +4.8% | Q3 2025 |
| SXT | $47.8M | 10.06% | 1.30% | +61.5% | Q1 2025 |
| WDC | $31.3M | 6.59% | 0.03% | -25.0% | Q3 2024 |
| SPOT | $31M | 6.52% | 0.03% | +25.7% | Q4 2024 |
 WMB | $27.1M | 5.71% | 0.03% | New | Q1 2026 |
 ROST | $26.7M | 5.62% | 0.04% | +0.2% | Q4 2025 |
 LITE | $25M | 5.27% | 0.05% | New | Q1 2026 |
| RTO | $25M | 5.26% | 0.03% | New | Q1 2026 |
| FERG | $24M | 5.06% | 0.05% | +24.1% | Q4 2022 |
| FND | $22.9M | 4.82% | 0.42% | +106.3% | Q4 2025 |
| TTMI | $21.9M | 4.61% | 0.22% | -40.6% | Q3 2025 |
 LIN | $21.3M | 4.49% | 0.01% | New | Q1 2026 |
 CLS | $20.9M | 4.41% | 0.06% | -7.0% | Q1 2025 |
 MKSI | $20.1M | 4.24% | 0.13% | New | Q1 2026 |
| SITE | $18.6M | 3.92% | 0.32% | New | Q1 2026 |
| CHRW | $18.2M | 3.82% | 0.09% | +2.7% | Q4 2025 |
| WWD | $13.9M | 2.92% | 0.07% | -49.6% | Q2 2025 |
 WING | $12.7M | 2.68% | 0.30% | +32.3% | Q4 2025 |
 JBS | $9.88M | 2.08% | Not reported | Not reported | Q2 2025 |
 ONON | $8.74M | 1.84% | 0.09% | New | Q1 2026 |
| Q4 2025 | |||||
| SXT | $32.1M | 7.63% | 0.81% | +346.3% | Q1 2025 |
| STX | $32.1M | 7.62% | 0.05% | -22.5% | Q3 2025 |
| SPOT | $29.5M | 7.01% | 0.02% | +31.1% | Q4 2024 |
| WDC | $26.6M | 6.31% | 0.05% | -31.6% | Q3 2024 |
| TTMI | $26.1M | 6.19% | 0.37% | +372.4% | Q3 2025 |
| CLS | $23.6M | 5.61% | 0.07% | -26.0% | Q1 2025 |
| WWD | $23.2M | 5.52% | 0.13% | Not reported | Q2 2025 |
| ROST | $22.1M | 5.26% | 0.04% | New | Q4 2025 |
 WTW | $21.8M | 5.18% | 0.07% | -22.1% | Q4 2022 |
 NWSA | $20.2M | 4.80% | 0.13% | -11.2% | Q4 2022 |
| FERG | $18.5M | 4.39% | 0.04% | -42.3% | Q4 2022 |
 CEG | $18M | 4.28% | 0.02% | -22.5% | Q4 2022 |
 JHX | $17.8M | 4.23% | 0.20% | New | Q4 2025 |
| CHRW | $17.1M | 4.06% | 0.09% | New | Q4 2025 |
 CVNA | $16.2M | 3.84% | Not reported | New | Q4 2025 |
| WING | $14.8M | 3.51% | 0.23% | New | Q4 2025 |
 VFC | $13.7M | 3.26% | 0.19% | +26.6% | Q3 2024 |
| FND | $13.3M | 3.16% | 0.20% | New | Q4 2025 |
 TPR | $11.7M | 2.78% | 0.05% | -49.1% | Q4 2022 |
 SSNC | $11.3M | 2.68% | 0.05% | -17.9% | Q4 2022 |
 CLH | $10.4M | 2.47% | 0.08% | -63.9% | Q2 2024 |
 CRCL | $793K | 0.19% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| STX | $35.5M | 9.37% | 0.07% | New | Q3 2025 |
| FERG | $32.3M | 8.53% | 0.07% | -5.8% | Q4 2022 |
| WTW | $29.4M | 7.77% | 0.09% | +1.0% | Q4 2022 |
| CLH | $28.5M | 7.52% | 0.23% | +51.9% | Q2 2024 |
| WDC | $27.1M | 7.15% | 0.07% | Not reported | Q3 2024 |
| SPOT | $27.1M | 7.15% | 0.02% | +52.3% | Q4 2024 |
| NWSA | $26.8M | 7.07% | 0.15% | +38.6% | Q4 2022 |
| CLS | $26.6M | 7.02% | 0.09% | -43.5% | Q1 2025 |
 GO | $21.7M | 5.72% | 1.38% | +431.2% | Q2 2025 |
| CEG | $21.6M | 5.71% | 0.02% | -12.6% | Q4 2022 |
| TPR | $20.4M | 5.39% | 0.09% | -44.8% | Q4 2022 |
 LPX | $16.2M | 4.29% | 0.26% | New | Q3 2025 |
| SSNC | $14M | 3.69% | 0.06% | -26.9% | Q4 2022 |
 MDB | $12.5M | 3.30% | 0.05% | New | Q3 2025 |
| JBS | $10.2M | 2.69% | Not reported | +43.0% | Q2 2025 |
| VFC | $8.66M | 2.29% | 0.15% | Not reported | Q3 2024 |
 HOOD | $8.4M | 2.22% | 0.03% | -67.1% | Q4 2024 |
| SXT | $7.19M | 1.90% | 0.18% | -72.9% | Q1 2025 |
| TTMI | $4.61M | 1.22% | 0.08% | New | Q3 2025 |