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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 :
26 |
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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 |
1 |
- |
$213.33 |
$21,298,000 |
110,314 |
8.7% |
849,000 |
-14,017 |
0.049 |
N/A |
|
|
WLTW |
Willis Towers Watson Public... |
2 |
- |
$250.95 |
$19,736,000 |
81,824 |
8.06% |
-1,320,000 |
-18,943 |
0.063 |
Insurance Brokers |
|
|
NWSA |
News Corp Class A |
3 |
- |
$24.22 |
$15,024,000 |
611,958 |
6.14% |
2,612,000 |
-6,805 |
0.157 |
Entertainment - Diver... |
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FTRE |
Fortrea Holdings Inc. |
4 |
- |
$36.35 |
$14,032,000 |
402,059 |
5.73% |
6,026,000 |
122,022 |
0.454 |
N/A |
|
|
BBWI |
Bath & Body Works, Inc |
5 |
- |
$46.04 |
$14,026,000 |
324,973 |
5.73% |
3,655,000 |
18,124 |
0.123 |
Apparel Stores |
|
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CR |
Crane Co |
6 |
- |
$144.35 |
$13,436,000 |
113,733 |
5.49% |
2,017,000 |
-14,797 |
0.2 |
N/A |
|
|
CEG |
Constellation Energy Corp |
7 |
- |
$188.37 |
$13,085,000 |
111,941 |
5.35% |
-5,089,000 |
-54,667 |
0.034 |
N/A |
|
|
DFS |
Discover Financial Services |
8 |
New |
$124.27 |
$12,061,000 |
107,308 |
4.93% |
12,061,000 |
107,308 |
0.035 |
Credit Services |
|
|
USFD |
Us Foods Holding Corp. |
9 |
New |
$51.35 |
$11,738,000 |
258,484 |
4.8% |
11,738,000 |
258,484 |
0.105 |
N/A |
|
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MLM |
Martin Marietta Materials Inc |
10 |
- |
$604.99 |
$11,281,000 |
22,611 |
4.61% |
-1,611,000 |
-8,797 |
0.026 |
General Building Mate... |
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AZPN |
Aspen Technology Inc |
11 |
- |
$198.43 |
$10,885,000 |
49,443 |
4.45% |
-5,686,000 |
-31,684 |
0.071 |
Application Software |
|
|
ACVA |
Acv Auctions Inc. |
12 |
- |
$0.00 |
$10,564,000 |
697,278 |
4.32% |
1,278,000 |
85,558 |
0.52 |
N/A |
|
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CPAY |
Corpay Inc |
13 |
- |
$303.80 |
$10,273,000 |
36,352 |
4.2% |
-216,000 |
-4,726 |
0.044 |
Business Services |
|
|
JLL |
Jones Lang Lasalle Inc |
14 |
- |
$182.50 |
$9,305,000 |
49,269 |
3.8% |
1,089,000 |
-8,928 |
0.096 |
Property Management |
|
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ICE |
Intercontinental Exchange Inc |
15 |
New |
$131.70 |
$9,182,000 |
71,498 |
3.75% |
9,182,000 |
71,498 |
0.013 |
Business Services |
|
|
AVTR |
Avantor, Inc. |
16 |
New |
$23.94 |
$9,145,000 |
400,576 |
3.74% |
9,145,000 |
400,576 |
0.059 |
N/A |
|
|
LAMR |
Lamar Advertising Co |
17 |
New |
$114.37 |
$8,461,000 |
79,610 |
3.46% |
8,461,000 |
79,610 |
0.092 |
Marketing Services |
|
|
NATL |
Ncr Atleos, Llc |
18 |
New |
$21.06 |
$6,659,000 |
274,157 |
2.72% |
6,659,000 |
274,157 |
0.388 |
N/A |
|
|
CBG |
CBRE Group Inc |
19 |
New |
$87.33 |
$6,414,000 |
68,903 |
2.62% |
6,414,000 |
68,903 |
0.02 |
Property Management |
|
|
BOOT |
Boot Barn Holdings, Inc. |
20 |
- |
$107.79 |
$6,398,000 |
83,345 |
2.61% |
-4,159,000 |
-46,688 |
0.233 |
N/A |
|
|
NCR |
NCR Corp |
21 |
- |
$12.13 |
$6,115,000 |
361,640 |
2.5% |
-5,349,000 |
-63,419 |
0.281 |
Information Technolog... |
|
|
VNT |
Vontier Corp |
22 |
- |
$41.22 |
$5,652,000 |
163,586 |
2.31% |
-2,519,000 |
-100,667 |
0.097 |
N/A |
|
|
LPLA |
LPL Investment Holdings Inc |
24 |
Closed |
$266.32 |
$0 |
0 |
0% |
-8,712,000 |
-36,661 |
0 |
Investment Brokerage ... |
|
|
BURL |
Burlington Stores, Inc. |
23 |
Closed |
$184.19 |
$0 |
0 |
0% |
-12,798,000 |
-94,589 |
0 |
Discount, Variety Stores |
|
|
BIO |
Bio Rad Laboratories Inc |
26 |
Closed |
$275.94 |
$0 |
0 |
0% |
-7,035,000 |
-19,625 |
0 |
Scientific & Technica... |
|
|
AVDX |
Avidxchange Holdings, Inc. |
25 |
Closed |
$11.96 |
$0 |
0 |
0% |
-5,487,000 |
-578,807 |
0 |
N/A |
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