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| Name: |
Rivermont Capital Management LP |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
Found :
10 |
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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 |
|
FERG |
Ferguson plc |
2 |
- |
$210.14 |
$23,515,000 |
107,654 |
8.62% |
2,217,000 |
-2,660 |
0.048 |
N/A |
|
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CEG |
Constellation Energy Corp |
3 |
- |
$220.11 |
$18,110,000 |
97,971 |
6.64% |
5,025,000 |
-13,970 |
0.03 |
N/A |
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BBWI |
Bath & Body Works, Inc |
6 |
- |
$48.70 |
$16,250,000 |
324,866 |
5.96% |
2,224,000 |
-107 |
0.123 |
Apparel Stores |
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CR |
Crane Co |
9 |
- |
$146.64 |
$15,225,000 |
112,666 |
5.58% |
1,789,000 |
-1,067 |
0.199 |
N/A |
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NWSA |
News Corp Class A |
10 |
- |
$25.95 |
$14,808,000 |
565,623 |
5.43% |
-216,000 |
-46,335 |
0.132 |
Entertainment - Diver... |
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FTRE |
Fortrea Holdings Inc. |
11 |
- |
$26.38 |
$13,699,000 |
341,275 |
5.02% |
-333,000 |
-60,784 |
0.296 |
N/A |
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USFD |
Us Foods Holding Corp. |
12 |
- |
$54.68 |
$12,687,000 |
235,072 |
4.65% |
949,000 |
-23,412 |
0.095 |
N/A |
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AZPN |
Aspen Technology Inc |
17 |
- |
$197.54 |
$9,700,000 |
45,478 |
3.56% |
-1,185,000 |
-3,965 |
0.066 |
Application Software |
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CPAY |
Corpay Inc |
18 |
- |
$272.77 |
$4,818,000 |
15,614 |
1.77% |
-5,455,000 |
-20,738 |
0.022 |
Business Services |
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BOOT |
Boot Barn Holdings, Inc. |
19 |
- |
$110.28 |
$1,989,000 |
20,906 |
0.73% |
-4,409,000 |
-62,439 |
0.051 |
N/A |
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