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Rivermont Capital Management LP
Rivermont Capital Management LP is an investment adviser and hedge fund based in New York, NY, in the United States. The firm manages approximately $413.5 million in assets as of March 2025. It was incorporated in Delaware. With a small team of about 5 employees—most of whom are investors—Rivermont primarily serves pooled investment vehicles. The firm is committed to institutional quality research and portfolio management.
Investment Strategy
Rivermont Capital Management LP focuses on active management of public equities, utilizing a bottom-up fundamental analysis approach to identify investments in U.S. and international markets. The fund builds diversified portfolios across sectors, favoring liquid, high-conviction positions and maintaining flexibility in allocations. Their strategy is grounded in deep research that seeks value and growth opportunities, primarily for pooled investment vehicles and institutional clients.
Latest 13F Filing Activity
Rivermont Capital Management LP filed their most recent 13F report on Jun 30, 2025 disclosing 17 equity positions with a total 13F market value of $314M. The fund increased holdings in Celestica Inc., Sensient Technologies Corp., Ferguson Enterprises Inc. among other positions. Rivermont Capital Management LP reduced exposure to Acv Auctions Inc., Cinemark HLDGS Inc., Patrick Inds Inc. among others.
Top Holdings
Equity Positions (17)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
F FERG | FERGUSON ENTERPRISES INC | 10.60% | $33.2M | 152,678 | $195.77 | $217.75 | +$17.3M |
C CLS | CELESTICA INC | 9.51% | $29.8M | 191,098 | $155.06 | $156.11 | +$29.6M |
T TPR | TAPESTRY INC | 9.13% | $28.6M | 326,205 | $70.90 | $87.81 | +$11.4M |
S SXT | SENSIENT TECHNOLOGIES CORP | 8.88% | $27.8M | 282,566 | $86.97 | $98.52 | +$17.8M |
W WTW | WILLIS TOWERS WATSON PLC LTD | 8.23% | $25.8M | 84,258 | $245.48 | $306.50 | -$4.5M |
Industry Allocation
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