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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
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7 |
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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 |
|
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 |
$54.81 |
$11,738,000 |
258,484 |
4.8% |
11,738,000 |
258,484 |
0.105 |
N/A |
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ICE |
Intercontinental Exchange Inc |
15 |
New |
$133.99 |
$9,182,000 |
71,498 |
3.75% |
9,182,000 |
71,498 |
0.013 |
Business Services |
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AVTR |
Avantor, Inc. |
16 |
New |
$24.79 |
$9,145,000 |
400,576 |
3.74% |
9,145,000 |
400,576 |
0.059 |
N/A |
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LAMR |
Lamar Advertising Co |
17 |
New |
$119.84 |
$8,461,000 |
79,610 |
3.46% |
8,461,000 |
79,610 |
0.092 |
Marketing Services |
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NATL |
Ncr Atleos, Llc |
18 |
New |
$22.71 |
$6,659,000 |
274,157 |
2.72% |
6,659,000 |
274,157 |
0.388 |
N/A |
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CBG |
CBRE Group Inc |
19 |
New |
$90.22 |
$6,414,000 |
68,903 |
2.62% |
6,414,000 |
68,903 |
0.02 |
Property Management |
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