Rivermont Capital Management LP - Q4 2022 holdings

$158 Million is the total value of Rivermont Capital Management LP's 18 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .

 Value Shares↓ Weighting
No holdings reported for quarter Q4 2022
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-02-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
FERGUSON PLC NEW4Q3 202310.4%
WILLIS TOWERS WATSON PLC LTD4Q3 202311.5%
CONSTELLATION ENERGY CORP4Q3 20238.1%
FLEETCOR TECHNOLOGIES INC4Q3 20237.4%
NEWS CORP NEW4Q3 20237.4%
MARTIN MARIETTA MATLS INC4Q3 20238.8%
BIO RAD LABS INC4Q3 20237.4%
ACV AUCTIONS INC4Q3 20235.1%
ASPEN TECHNOLOGY INC4Q3 20237.4%
TAPESTRY INC3Q2 20236.7%

View Rivermont Capital Management LP's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-13

View Rivermont Capital Management LP's complete filings history.

Export Rivermont Capital Management LP's holdings