Rivermont Capital Management LP

NEW YORK, NY · CIK 1965613 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2021 · limited partnership

Assets managed$617.9m
Staff5 · 3 in investment roles
Main clients (by assets)Private funds 100%
Private funds1 (1 hedge) · $548.9m gross assets
Websiterivermontcapitallp.com
Form ADV · 2026-03-23SEC adviser record

Legal entityRIVERMONT CAPITAL MANAGEMENT LP (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1

$704.8m reported value +48.5% vs Q1 2026

20positions

69.2%in top 10

9 new 8 added 3 reduced 9 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	113,669	$109.7m15.56%	15.56%	Reduced -8.5k	-8,456 -6.9%
2	SENSIENT TECHNOLOGIES CORP COM SXT	SXT	564,209	$69.6m9.87%	9.87%	Added +11.8k	+11,780 2.1%
3	TTM TECHNOLOGIES INC COM TTMI	TTMI	289,248	$54.1m7.68%	7.68%	Added +64.8k	+64,767 28.9%
4	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	230,439	$43.4m6.16%	6.16%	Added +121.1k	+121,146 110.8%
5	WOODWARD INC COM WWD	WWD	101,026	$43.0m6.10%	6.10%	Added +62.3k	+62,274 160.7%
6	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	167,309	$39.7m5.63%	5.63%	Added +64.2k	+64,246 62.3%
7	WESTERN DIGITAL CORP COM WDC	WDC	54,000	$34.5m4.89%	4.89%	Reduced -61.7k	-61,665 -53.3%
8	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	69,725	$33.3m4.72%	4.72%	New
9	CIPHER MINING INC COM CIFR	CIFR	1,242,274	$30.4m4.32%	4.32%	New
10	VISHAY INTERTECHNOLOGY INC COM VSH	VSH	558,209	$30.0m4.26%	4.26%	New
11	FLOOR & DECOR HLDGS INC CL A FND	FND	453,890	$26.9m3.82%	3.82%	Added +3.2k	+3,240 0.7%
12	RENTOKIL INITIAL PLC SPONSORED ADR RTO	RTO	919,926	$26.3m3.73%	3.73%	Added +126.5k	+126,472 15.9%
13	ARROW ELECTRS INC COM ARW	ARW	115,096	$24.6m3.49%	3.49%	New
14	WATERS CORP COM WAT	WAT	65,467	$24.6m3.48%	3.48%	New
15	ADVANCE AUTO PARTS INC COM AAP	AAP	350,000	$21.8m3.09%	3.09%	New
16	SITIME CORP COM SITM	SITM	28,191	$21.0m2.98%	2.98%	New
17	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	44,604	$20.5m2.91%	2.91%	Reduced -19.3k	-19,264 -30.2%
18	TREX CO INC COM TREX	TREX	403,273	$20.2m2.86%	2.86%	New
19	SITEONE LANDSCAPE SUPPLY INC COM SITE	SITE	171,191	$19.6m2.78%	2.78%	Added +31.5k	+31,489 22.5%
20	HUT 8 CORP COM HUT	HUT	101,121	$11.7m1.66%	1.66%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
WILLIAMS COS INC WMB	WMB	372,086	$27.1m372.1k shares
ROSS STORES INC ROST	ROST	123,138	$26.7m123.1k shares
LUMENTUM HLDGS INC LITE	LITE	35,577	$25.0m35.6k shares
LINDE PLC LIN	LIN	42,969	$21.3m43.0k shares
CELESTICA INC CLS	CLS	74,272	$20.9m74.3k shares
MKS INC. MKSI	MKSI	87,537	$20.1m87.5k shares
WINGSTOP INC WING	WING	82,021	$12.7m82.0k shares
JBS N.V. JBS	JBS	550,000	$9.9m550.0k shares
ON HLDG AG ONON	ONON	256,950	$8.7m256.9k shares