Rivermont Capital Management LP Portfolio Holdings

Rivermont Capital Management LP

  • $314 Billion
  • Q2 2025

Rivermont Capital Management LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $314 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ferguson Enterprises Inc with a value of $33.2B, Celestica Inc with a value of $29.8B, Tapestry, Inc. with a value of $28.6B, Sensient Technologies Corp with a value of $27.8B, and Willis Towers Watson PLC with a value of $25.8B.

Examining the 13F form we can see an increase of $76.7B in the current position value, from $237B to 314B.

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 $314 Billion
Technology: $45.3 Billion
Communication Services: $38.2 Billion
Industrials: $35.3 Billion
Consumer Cyclical: $28.6 Billion
Basic Materials: $27.8 Billion
Financial Services: $25.8 Billion
Utilities: $24.3 Billion
Consumer Defensive: $11.3 Billion
Other: $0

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $314 Billion
  • Prior Value $237 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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