Rivermont Capital Management LP Portfolio Holdings

Rivermont Capital Management LP

  • $237 Billion
  • Q1 2025

Rivermont Capital Management LP has filed its 13F form on May 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $237 Billion distributed in 18 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Willis Towers Watson PLC with a value of $30.3B, News Corp with a value of $25.6B, Spotify Technology S.A. with a value of $21.2B, Clean Harbors Inc with a value of $20.5B, and Ss&C Technologies Holdings Inc with a value of $17.9B.

Examining the 13F form we can see an increase of $39.3B in the current position value, from $198B to 237B.

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 $237 Billion
Communication Services: $57.9 Billion
Consumer Cyclical: $44.2 Billion
Financial Services: $30.3 Billion
Technology: $26.3 Billion
Industrials: $20.5 Billion
Consumer Defensive: $10.3 Billion
Basic Materials: $10.1 Billion
Utilities: $9.6 Billion
Other: $9.03 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.95B
$13.1 Billion 5.55% of portfolio
933,113
Q1 2025 Added 20.41%
$1.99B
$10.3 Billion 4.35% of portfolio
121,939
Q1 2025 Added 19.61%

Summary

  • Portfolio
  • No. of Stocks 18
  • Current Value $237 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 16, 2025
  • Form Type 13F-HR/A
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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