Rivermont Capital Management LP Portfolio Holdings

Rivermont Capital Management LP

  • $212 Billion
  • Q3 2024

Rivermont Capital Management LP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $212 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Constellation Energy Corp with a value of $25.7B, Willis Towers Watson PLC with a value of $23.4B, Jones Lang Lasalle Inc with a value of $22B, Acv Auctions Inc. with a value of $19B, and Clean Harbors Inc with a value of $14.9B.

Examining the 13F form we can see an decrease of $21.4B in the current position value, from $234B to 212B.

Rivermont Capital Management LP is based out at New York, NY

Below you can find more details about Rivermont Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $212 Billion
Consumer Cyclical: $42.2 Billion
Technology: $41.3 Billion
Utilities: $25.7 Billion
Financial Services: $23.4 Billion
Real Estate: $22 Billion
Industrials: $14.9 Billion
Communication Services: $13 Billion
Consumer Defensive: $7.17 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$74.2B
$25.7 Billion 12.09% of portfolio
98,702
Q3 2024 Added 27.73%
$34.4B
$23.4 Billion 11.01% of portfolio
79,323
Q3 2024 Reduced 24.0%
$12.1B
$22 Billion 10.35% of portfolio
81,431
Q3 2024 Added 1.82%
$2.52B
$19 Billion 8.96% of portfolio
935,559
Q3 2024 Added 10.88%
$12.5B
$14.9 Billion 7.01% of portfolio
61,584
Q3 2024 Reduced 2.72%
$19.3B
$14.8 Billion 7.0% of portfolio
200,049
Q3 2024 New
$19.1B
$13.7 Billion 6.47% of portfolio
200,977
Q3 2024 New
$10.7B
$13 Billion 6.11% of portfolio
486,805
Q3 2024 Reduced 36.02%
Ferguson Enterprises Inc
-
$12.1 Billion 5.71% of portfolio
-
Q3 2024 New
Ge Vernova Inc
-
$10.6 Billion 4.98% of portfolio
-
Q3 2024 New
$1.9B
$8.91 Billion 4.2% of portfolio
62,551
Q3 2024 Reduced 23.95%
$4.4B
$7.25 Billion 3.42% of portfolio
43,359
Q3 2024 Reduced 37.02%
$15.2B
$7.17 Billion 3.38% of portfolio
116,647
Q3 2024 Reduced 59.0%
$16.2B
$6.97 Billion 3.28% of portfolio
29,177
Q3 2024 Reduced 36.97%
$17.7B
$5.71 Billion 2.69% of portfolio
92,000
Q3 2024 Reduced 30.77%
$8.66B
$4.37 Billion 2.06% of portfolio
219,298
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $212 Billion
  • Prior Value $234 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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