Rivermont Capital Management LP Portfolio Holdings

Rivermont Capital Management LP

  • $379 Billion
  • Q3 2025

Rivermont Capital Management LP has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $379 Billion distributed in 19 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Seagate Technology Holdings PLC with a value of $35.5B, Ferguson Enterprises Inc with a value of $32.3B, Willis Towers Watson PLC with a value of $29.4B, Clean Harbors Inc with a value of $28.5B, and Western Digital Corp with a value of $27.1B.

Examining the 13F form we can see an increase of $64.9B in the current position value, from $314B to 379B.

Rivermont Capital Management LP is based out at New York, NY

Below you can find more details about Rivermont Capital Management LP portfolio as well as his latest detailed transactions.

Portfolio value $379 Billion
Technology: $102 Billion
Communication Services: $53.8 Billion
Industrials: $44.7 Billion
Financial Services: $29.4 Billion
Consumer Cyclical: $29.1 Billion
Consumer Defensive: $21.7 Billion
Utilities: $21.6 Billion
Basic Materials: $7.19 Billion
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$53.3B
$35.5 Billion 9.37% of portfolio
150,211
Q3 2025 New
Ferguson Enterprises Inc
-
$32.3 Billion 8.53% of portfolio
-
Q3 2025 Reduced 5.83%
$34.9B
$29.4 Billion 7.77% of portfolio
85,108
Q3 2025 Added 1.01%
$11.1B
$28.5 Billion 7.52% of portfolio
122,652
Q3 2025 Added 51.9%
$50.1B
$27.1 Billion 7.15% of portfolio
225,541
Q3 2025 New
$123B
$27.1 Billion 7.15% of portfolio
38,770
Q3 2025 Added 52.31%
$10B
$26.8 Billion 7.07% of portfolio
871,521
Q3 2025 Added 38.63%
Celestica Inc
-
$26.6 Billion 7.02% of portfolio
-
Q3 2025 Reduced 43.54%
$1.09B
$21.7 Billion 5.72% of portfolio
1,350,075
Q3 2025 Added 431.16%
$111B
$21.6 Billion 5.71% of portfolio
65,734
Q3 2025 Reduced 12.55%
$24.5B
$20.4 Billion 5.39% of portfolio
180,183
Q3 2025 Reduced 44.76%
$5.57B
$16.2 Billion 4.29% of portfolio
182,828
Q3 2025 New
$21.3B
$14 Billion 3.69% of portfolio
157,443
Q3 2025 Reduced 26.88%
$24.2B
$12.5 Billion 3.3% of portfolio
40,238
Q3 2025 New
Jbs N.V.
-
$10.2 Billion 2.69% of portfolio
-
Q3 2025 Added 42.99%
$5.82B
$8.66 Billion 2.29% of portfolio
600,200
Q3 2025 New
$3.95B
$7.19 Billion 1.9% of portfolio
76,627
Q3 2025 Reduced 72.88%
$6.95B
$4.61 Billion 1.22% of portfolio
80,000
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 19
  • Current Value $379 Billion
  • Prior Value $314 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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