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Name: |
Rivermont Capital Management LP |
City: |
NEW YORK |
State: |
NY |
Zip: |
10022 |
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Holdings
Found :
12 |
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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 |
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FERG |
Ferguson plc |
1 |
- |
$221.53 |
$21,298,000 |
110,314 |
8.7% |
849,000 |
-14,017 |
0.049 |
N/A |
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WLTW |
Willis Towers Watson Public... |
2 |
- |
$256.93 |
$19,736,000 |
81,824 |
8.06% |
-1,320,000 |
-18,943 |
0.063 |
Insurance Brokers |
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NWSA |
News Corp Class A |
3 |
- |
$25.03 |
$15,024,000 |
611,958 |
6.14% |
2,612,000 |
-6,805 |
0.157 |
Entertainment - Diver... |
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CR |
Crane Co |
6 |
- |
$143.91 |
$13,436,000 |
113,733 |
5.49% |
2,017,000 |
-14,797 |
0.2 |
N/A |
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CEG |
Constellation Energy Corp |
7 |
- |
$214.93 |
$13,085,000 |
111,941 |
5.35% |
-5,089,000 |
-54,667 |
0.034 |
N/A |
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MLM |
Martin Marietta Materials Inc |
10 |
- |
$610.43 |
$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 |
- |
$197.54 |
$10,885,000 |
49,443 |
4.45% |
-5,686,000 |
-31,684 |
0.071 |
Application Software |
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CPAY |
Corpay Inc |
13 |
- |
$283.44 |
$10,273,000 |
36,352 |
4.2% |
-216,000 |
-4,726 |
0.044 |
Business Services |
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JLL |
Jones Lang Lasalle Inc |
14 |
- |
$195.85 |
$9,305,000 |
49,269 |
3.8% |
1,089,000 |
-8,928 |
0.096 |
Property Management |
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BOOT |
Boot Barn Holdings, Inc. |
20 |
- |
$103.75 |
$6,398,000 |
83,345 |
2.61% |
-4,159,000 |
-46,688 |
0.233 |
N/A |
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NCR |
NCR Corp |
21 |
- |
$12.47 |
$6,115,000 |
361,640 |
2.5% |
-5,349,000 |
-63,419 |
0.281 |
Information Technolog... |
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VNT |
Vontier Corp |
22 |
- |
$40.60 |
$5,652,000 |
163,586 |
2.31% |
-2,519,000 |
-100,667 |
0.097 |
N/A |
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