RIVERMONT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GO | 1.35M | $21.67M |
 | NWSA | 872K | $26.76M |
 | JBS | 681K | $10.17M |
 | VFC | 600K | $8.66M |
 | WDC | 226K | $27.08M |
 | LPX | 183K | $16.24M |
 | TPR | 180K | $20.40M |
 | SSNC | 157K | $13.97M |
 | STX | 150K | $35.46M |
 | FERG | 144K | $32.29M |
 | CLH | 123K | $28.48M |
 | CLS | 108K | $26.59M |
 | WTW | 85K | $29.40M |
 | TTMI | 80K | $4.61M |
 | SXT | 77K | $7.19M |
 | CEG | 66K | $21.63M |
 | HOOD | 59K | $8.40M |
 | MDB | 40K | $12.49M |
 | SPOT | 39K | $27.06M |
Grocery Outlet Holding Corp.
GO
Shares Held
1.35M
Value
$21.67M
News Corporation
NWSA
Shares Held
872K
Value
$26.76M
JBS N.V.
JBS
Shares Held
681K
Value
$10.17M
V.F. Corporation
VFC
Shares Held
600K
Value
$8.66M
Western Digital Corporation
WDC
Shares Held
226K
Value
$27.08M
Louisiana-Pacific Corporation
LPX
Shares Held
183K
Value
$16.24M
Tapestry, Inc.
TPR
Shares Held
180K
Value
$20.40M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
157K
Value
$13.97M
Seagate Technology Holdings plc
STX
Shares Held
150K
Value
$35.46M
Ferguson plc
FERG
Shares Held
144K
Value
$32.29M
Clean Harbors, Inc.
CLH
Shares Held
123K
Value
$28.48M
Celestica Inc.
CLS
Shares Held
108K
Value
$26.59M
Willis Towers Watson Public Limited Company
WTW
Shares Held
85K
Value
$29.40M
TTM Technologies, Inc.
TTMI
Shares Held
80K
Value
$4.61M
Sensient Technologies Corporation
SXT
Shares Held
77K
Value
$7.19M
Constellation Energy Corporation
CEG
Shares Held
66K
Value
$21.63M
Robinhood Markets, Inc.
HOOD
Shares Held
59K
Value
$8.40M
MongoDB, Inc.
MDB
Shares Held
40K
Value
$12.49M
Spotify Technology S.A.
SPOT
Shares Held
39K
Value
$27.06M