RIVERMONT CAPITAL MANAGEMENT LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JHX | 857K | $17.79M |
 | NWSA | 774K | $20.22M |
 | VFC | 760K | $13.74M |
 | TTMI | 378K | $26.07M |
 | SXT | 342K | $32.13M |
 | FND | 218K | $13.30M |
 | WDC | 154K | $26.58M |
 | SSNC | 129K | $11.29M |
 | ROST | 123K | $22.15M |
 | STX | 116K | $32.08M |
 | CHRW | 106K | $17.11M |
 | TPR | 92K | $11.71M |
 | FERG | 83K | $18.49M |
 | CLS | 80K | $23.62M |
 | WWD | 77K | $23.24M |
 | WTW | 66K | $21.79M |
 | WING | 62K | $14.79M |
 | CEG | 51K | $18.01M |
 | SPOT | 51K | $29.51M |
 | CLH | 44K | $10.38M |
James Hardie Industries plc
JHX
Shares Held
857K
Value
$17.79M
News Corporation
NWSA
Shares Held
774K
Value
$20.22M
V.F. Corporation
VFC
Shares Held
760K
Value
$13.74M
TTM Technologies, Inc.
TTMI
Shares Held
378K
Value
$26.07M
Sensient Technologies Corporation
SXT
Shares Held
342K
Value
$32.13M
Floor & Decor Holdings, Inc.
FND
Shares Held
218K
Value
$13.30M
Western Digital Corporation
WDC
Shares Held
154K
Value
$26.58M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
129K
Value
$11.29M
Ross Stores, Inc.
ROST
Shares Held
123K
Value
$22.15M
Seagate Technology Holdings plc
STX
Shares Held
116K
Value
$32.08M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
106K
Value
$17.11M
Tapestry, Inc.
TPR
Shares Held
92K
Value
$11.71M
Ferguson plc
FERG
Shares Held
83K
Value
$18.49M
Celestica Inc.
CLS
Shares Held
80K
Value
$23.62M
Woodward, Inc.
WWD
Shares Held
77K
Value
$23.24M
Willis Towers Watson Public Limited Company
WTW
Shares Held
66K
Value
$21.79M
Wingstop Inc.
WING
Shares Held
62K
Value
$14.79M
Constellation Energy Corporation
CEG
Shares Held
51K
Value
$18.01M
Spotify Technology S.A.
SPOT
Shares Held
51K
Value
$29.51M
Clean Harbors, Inc.
CLH
Shares Held
44K
Value
$10.38M