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| Name: |
Rivermont Capital Management LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
WLTW |
Willis Towers Watson Public... |
1 |
- |
$253.89 |
$27,899,000 |
101,450 |
10.23% |
8,163,000 |
19,626 |
0.079 |
Insurance Brokers |
|
|
FERG |
Ferguson plc |
2 |
- |
$211.91 |
$23,515,000 |
107,654 |
8.62% |
2,217,000 |
-2,660 |
0.048 |
N/A |
|
|
CEG |
Constellation Energy Corp |
3 |
- |
$222.59 |
$18,110,000 |
97,971 |
6.64% |
5,025,000 |
-13,970 |
0.03 |
N/A |
|
|
MLM |
Martin Marietta Materials Inc |
4 |
- |
$581.31 |
$17,474,000 |
28,462 |
6.4% |
6,193,000 |
5,851 |
0.032 |
General Building Mate... |
|
|
ACVA |
Acv Auctions Inc. |
5 |
- |
$0.00 |
$16,891,000 |
899,901 |
6.19% |
6,327,000 |
202,623 |
0.671 |
N/A |
|
|
BBWI |
Bath & Body Works, Inc |
6 |
- |
$50.01 |
$16,250,000 |
324,866 |
5.96% |
2,224,000 |
-107 |
0.123 |
Apparel Stores |
|
|
JLL |
Jones Lang Lasalle Inc |
7 |
- |
$200.03 |
$16,188,000 |
82,975 |
5.93% |
6,883,000 |
33,706 |
0.162 |
Property Management |
|
|
ATMU |
Atmus Filtration Technologi... |
8 |
New |
$30.14 |
$15,366,000 |
476,479 |
5.63% |
15,366,000 |
476,479 |
0.572 |
N/A |
|
|
CR |
Crane Co |
9 |
- |
$147.94 |
$15,225,000 |
112,666 |
5.58% |
1,789,000 |
-1,067 |
0.199 |
N/A |
|
|
NWSA |
News Corp Class A |
10 |
- |
$26.29 |
$14,808,000 |
565,623 |
5.43% |
-216,000 |
-46,335 |
0.132 |
Entertainment - Diver... |
|
|
FTRE |
Fortrea Holdings Inc. |
11 |
- |
$26.31 |
$13,699,000 |
341,275 |
5.02% |
-333,000 |
-60,784 |
0.296 |
N/A |
|
|
USFD |
Us Foods Holding Corp. |
12 |
- |
$54.71 |
$12,687,000 |
235,072 |
4.65% |
949,000 |
-23,412 |
0.095 |
N/A |
|
|
TRMB |
Trimble Navigation Ltd |
13 |
New |
$57.00 |
$12,603,000 |
195,826 |
4.62% |
12,603,000 |
195,826 |
0.078 |
Scientific & Technica... |
|
|
VNT |
Vontier Corp |
14 |
- |
$40.51 |
$12,110,000 |
266,965 |
4.44% |
6,458,000 |
103,379 |
0.159 |
N/A |
|
|
AVTR |
Avantor, Inc. |
15 |
- |
$24.90 |
$11,955,000 |
467,528 |
4.38% |
2,810,000 |
66,952 |
0.069 |
N/A |
|
|
PATK |
Patrick Industries Inc |
16 |
New |
$112.09 |
$11,544,000 |
96,626 |
4.23% |
11,544,000 |
96,626 |
0.414 |
Building Materials Wh... |
|
|
AZPN |
Aspen Technology Inc |
17 |
- |
$197.54 |
$9,700,000 |
45,478 |
3.56% |
-1,185,000 |
-3,965 |
0.066 |
Application Software |
|
|
CPAY |
Corpay Inc |
18 |
- |
$273.11 |
$4,818,000 |
15,614 |
1.77% |
-5,455,000 |
-20,738 |
0.022 |
Business Services |
|
|
BOOT |
Boot Barn Holdings, Inc. |
19 |
- |
$113.55 |
$1,989,000 |
20,906 |
0.73% |
-4,409,000 |
-62,439 |
0.051 |
N/A |
|
|
ICE |
Intercontinental Exchange Inc |
25 |
Closed |
$137.27 |
$0 |
0 |
0% |
-9,182,000 |
-71,498 |
0 |
Business Services |
|
|
LAMR |
Lamar Advertising Co |
24 |
Closed |
$120.74 |
$0 |
0 |
0% |
-8,461,000 |
-79,610 |
0 |
Marketing Services |
|
|
NCR |
NCR Corp |
23 |
Closed |
$13.63 |
$0 |
0 |
0% |
-6,115,000 |
-361,640 |
0 |
Information Technolog... |
|
|
DFS |
Discover Financial Services |
22 |
Closed |
$124.27 |
$0 |
0 |
0% |
-12,061,000 |
-107,308 |
0 |
Credit Services |
|
|
CBG |
CBRE Group Inc |
21 |
Closed |
$90.42 |
$0 |
0 |
0% |
-6,414,000 |
-68,903 |
0 |
Property Management |
|
|
NATL |
Ncr Atleos, Llc |
20 |
Closed |
$28.14 |
$0 |
0 |
0% |
-6,659,000 |
-274,157 |
0 |
N/A |
|
