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  Name: Rivermont Capital Management LP
  City: NEW YORK
  State: NY
  Zip: 10022
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $244,770,000
  Total Value Change : $21,205,000
  Securities Held Change : 3
   
All Securities Held : 22
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 3
  Unchanged Positions : 0
  Decreased Positions : 12

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Holdings Found : 12     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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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)1 Year Chart         FERG Ferguson plc 1 - $221.53 $21,298,000 110,314 8.7% 849,000 -14,017 0.049    N/A
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 2 - $256.93 $19,736,000 81,824 8.06% -1,320,000 -18,943 0.063    Insurance Brokers
   (NWSA)1 Year Chart         NWSA News Corp Class A 3 - $25.03 $15,024,000 611,958 6.14% 2,612,000 -6,805 0.157    Entertainment - Diver...
   (CR)1 Year Chart         CR Crane Co 6 - $143.91 $13,436,000 113,733 5.49% 2,017,000 -14,797 0.2    N/A
   (CEG)1 Year Chart         CEG Constellation Energy Corp 7 - $214.93 $13,085,000 111,941 5.35% -5,089,000 -54,667 0.034    N/A
   (MLM)1 Year Chart         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...
   (AZPN)1 Year Chart         AZPN Aspen Technology Inc 11 - $197.54 $10,885,000 49,443 4.45% -5,686,000 -31,684 0.071    Application Software
   (CPAY)1 Year Chart         CPAY Corpay Inc 13 - $283.44 $10,273,000 36,352 4.2% -216,000 -4,726 0.044    Business Services
   (JLL)1 Year Chart         JLL Jones Lang Lasalle Inc 14 - $195.85 $9,305,000 49,269 3.8% 1,089,000 -8,928 0.096    Property Management
   (BOOT)1 Year Chart         BOOT Boot Barn Holdings, Inc. 20 - $103.75 $6,398,000 83,345 2.61% -4,159,000 -46,688 0.233    N/A
   (NCR)1 Year Chart         NCR NCR Corp 21 - $12.47 $6,115,000 361,640 2.5% -5,349,000 -63,419 0.281    Information Technolog...
   (VNT)1 Year Chart         VNT Vontier Corp 22 - $40.60 $5,652,000 163,586 2.31% -2,519,000 -100,667 0.097    N/A

      12 Records Found
  1    
Page 1 of 1
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