StockDriftsStockDriftsTop 20 Rivermont Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 10.08% | 122.1K | $47.8M | +4.83%(+5.63K) | $196.80(+308.92%) | 2026-03-31 | |
| SXT | SENSIENT TECHNOLOGIES CORP | 10.06% | 552.4K | $47.8M | +61.54%(+210.46K) | $90.52(+29.52%) | 2026-03-31 | |
| WDC | WESTERN DIGITAL CORP | 6.59% | 115.7K | $31.3M | -25.04%(-38.64K) | $57.35(+752.95%) | 2026-03-31 | |
| SPOT | SPOTIFY TECHNOLOGY S A | 6.52% | 63.9K | $31.0M | +25.69%(+13.05K) | $554.66(-22.02%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 5.71% | 372.1K | $27.1M | new | $66.44(+16.92%) | 2026-03-31 | |
| ROST | ROSS STORES INC | 5.62% | 123.1K | $26.7M | +0.15%(+190) | $166.31(+28.23%) | 2026-03-31 | |
| LITE | LUMENTUM HLDGS INC | 5.27% | 35.6K | $25.0M | new | $535.68(+87.02%) | 2026-03-31 | |
| RTO | RENTOKIL INITIAL PLC | 5.26% | 793.5K | $25.0M | new | $30.47(+5.58%) | 2026-03-31 | |
| FERG | FERGUSON ENTERPRISES INC | 5.06% | 103.1K | $24.0M | +24.12%(+20.03K) | $171.35(+35.39%) | 2026-03-31 | |
| FND | FLOOR & DECOR HLDGS INC | 4.82% | 450.6K | $22.9M | +106.27%(+232.18K) | $61.40(-25.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.11% | +86.57% |
| Top 20 Holdings Unweighted | +24.06% | +90.95% |
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