RIVERMONT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SXT | 552K | $47.75M |
 | JBS | 550K | $9.88M |
 | FND | 451K | $22.89M |
 | WMB | 372K | $27.08M |
 | ONON | 257K | $8.74M |
 | TTMI | 224K | $21.87M |
 | SITE | 140K | $18.60M |
 | ROST | 123K | $26.68M |
 | STX | 122K | $47.84M |
 | WDC | 116K | $31.29M |
 | CHRW | 109K | $18.15M |
 | FERG | 103K | $24.04M |
 | MKSI | 88K | $20.12M |
 | WING | 82K | $12.71M |
 | CLS | 74K | $20.92M |
 | SPOT | 64K | $30.97M |
 | LIN | 43K | $21.30M |
 | WWD | 39K | $13.87M |
 | LITE | 36K | $25.00M |
Sensient Technologies Corporation
SXT
Shares Held
552K
Value
$47.75M
Jbs N.V.
JBS
Shares Held
550K
Value
$9.88M
Floor & Decor Holdings, Inc.
FND
Shares Held
451K
Value
$22.89M
The Williams Companies, Inc.
WMB
Shares Held
372K
Value
$27.08M
On Holding AG
ONON
Shares Held
257K
Value
$8.74M
TTM Technologies, Inc.
TTMI
Shares Held
224K
Value
$21.87M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
140K
Value
$18.60M
Ross Stores, Inc.
ROST
Shares Held
123K
Value
$26.68M
Seagate Technology Holdings plc
STX
Shares Held
122K
Value
$47.84M
Western Digital Corporation
WDC
Shares Held
116K
Value
$31.29M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
109K
Value
$18.15M
Ferguson plc
FERG
Shares Held
103K
Value
$24.04M
MKS Inc.
MKSI
Shares Held
88K
Value
$20.12M
Wingstop Inc.
WING
Shares Held
82K
Value
$12.71M
Celestica Inc.
CLS
Shares Held
74K
Value
$20.92M
Spotify Technology S.A.
SPOT
Shares Held
64K
Value
$30.97M
Linde plc
LIN
Shares Held
43K
Value
$21.30M
Woodward, Inc.
WWD
Shares Held
39K
Value
$13.87M
Lumentum Holdings Inc.
LITE
Shares Held
36K
Value
$25.00M