Rivermont Capital Management LP Portfolio Holdings

Rivermont Capital Management LP

  • $234 Billion
  • Q2 2024

Rivermont Capital Management LP has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $234 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Willis Towers Watson PLC with a value of $27.4B, News Corp with a value of $21B, Jones Lang Lasalle Inc with a value of $16.4B, Constellation Energy Corp with a value of $15.5B, and Acv Auctions Inc. with a value of $15.4B.

Examining the 13F form we can see an decrease of $39.2B in the current position value, from $273B to 234B.

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 $234 Billion
Consumer Cyclical: $49.6 Billion
Financial Services: $44.6 Billion
Industrials: $25.2 Billion
Communication Services: $21 Billion
Technology: $16.6 Billion
Real Estate: $16.4 Billion
Utilities: $15.5 Billion
Consumer Defensive: $15.1 Billion
Other: $9.86 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$31.4B
$27.4 Billion 11.71% of portfolio
104,369
Q2 2024 Added 2.88%
$9.93B
$21 Billion 8.98% of portfolio
760,831
Q2 2024 Added 34.51%
$12.7B
$16.4 Billion 7.03% of portfolio
79,977
Q2 2024 Reduced 3.61%
$87B
$15.5 Billion 6.62% of portfolio
77,271
Q2 2024 Reduced 21.13%
$2.16B
$15.4 Billion 6.59% of portfolio
843,796
Q2 2024 Reduced 6.23%
$13.8B
$15.1 Billion 6.45% of portfolio
284,534
Q2 2024 Added 21.04%
Crane Company
-
$14.7 Billion 6.3% of portfolio
-
Q2 2024 Reduced 9.97%
$14B
$14.3 Billion 6.13% of portfolio
63,307
Q2 2024 New
$41.4B
$10.9 Billion 4.66% of portfolio
56,187
Q2 2024 Reduced 47.81%
$34B
$9.86 Billion 4.22% of portfolio
18,206
Q2 2024 Reduced 36.03%
$7.18B
$9.76 Billion 4.18% of portfolio
249,994
Q2 2024 Reduced 23.05%
$15.2B
$9.19 Billion 3.94% of portfolio
46,289
Q2 2024 Added 1.78%
$3.23B
$8.93 Billion 3.82% of portfolio
82,249
Q2 2024 Reduced 14.88%
$4.75B
$8.88 Billion 3.8% of portfolio
68,841
Q2 2024 Added 229.29%
$19.8B
$8.66 Billion 3.71% of portfolio
30,997
Q2 2024 New
$84.1B
$8.54 Billion 3.66% of portfolio
72,318
Q2 2024 New
$0
$6.63 Billion 2.84% of portfolio
200,000
Q2 2024 New
Fortrea Hldgs Inc
-
$5.12 Billion 2.19% of portfolio
-
Q2 2024 Reduced 35.75%

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $234 Billion
  • Prior Value $273 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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