StockDriftsStockDriftsTop 20 Rivermont Capital Management LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | 15.56% | 113.7K | $109.7M | -6.92%(-8.46K) | $196.80(+346.24%) | 2026-06-30 | |
| SXT | SENSIENT TECHNOLOGIES CORP | 9.87% | 564.2K | $69.6M | +2.13%(+11.78K) | $90.83(+44.87%) | 2026-06-30 | |
| TTMI | TTM TECHNOLOGIES INC | 7.68% | 289.2K | $54.1M | +28.85%(+64.77K) | $77.63(+77.89%) | 2026-06-30 | |
| CHRW | C H ROBINSON WORLDWIDE IN | 6.16% | 230.4K | $43.4M | +110.85%(+121.15K) | $161.80(-8.41%) | 2026-06-30 | |
| WWD | WOODWARD INC | 6.1% | 101.0K | $43.0M | +160.70%(+62.27K) | $321.37(+12.47%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC | 5.63% | 167.3K | $39.7M | +62.34%(+64.25K) | $194.06(+26.34%) | 2026-06-30 | |
| WDC | WESTERN DIGITAL CORP | 4.89% | 54.0K | $34.5M | -53.31%(-61.66K) | $57.35(+691.83%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.72% | 69.7K | $33.3M | new | $397.04(+8.09%) | 2026-06-30 | |
| CIFR | CIPHER DIGITAL INC | 4.32% | 1.24M | $30.4M | new | $18.26(-2.12%) | 2026-06-30 | |
| VSH | VISHAY INTERTECHNOLOGY INC | 4.26% | 558.2K | $30.0M | new | $35.17(-4.59%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +32.84% | +134.43% | — | — | +185.37% |
| Top 20 Holdings Unweighted | +30.12% | +120.29% | — | — | +176.88% |
Rivermont Capital Management LP reports $704.77M in US-listed equity holdings across 20 positions in its most recent 13F filing. Its largest disclosed positions are STX (15.6%), SXT (9.9%) and TTMI (7.7%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +134.43% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Rivermont Capital Management LP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Rivermont Capital Management LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1965613). View Rivermont Capital Management LP’s 13F filings on SEC