$224 Million is the total value of Rivermont Capital Management LP's 19 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DECK | Exit | DECKERS OUTDOOR CORP | $0 | – | -7,868 | -100.0% | -1.91% | – |
| GOGO | Exit | GOGO INC | $0 | – | -326,280 | -100.0% | -2.56% | – |
| HUBB | Exit | HUBBELL INC | $0 | – | -20,809 | -100.0% | -3.18% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -199,705 | -100.0% | -3.94% | – |
| SSNC | Exit | SS&C TECHNOLOGIES HLDGS INC | $0 | – | -151,839 | -100.0% | -4.24% | – |
| LH | Exit | LABORATORY CORP AMER HLDGS | $0 | – | -59,200 | -100.0% | -6.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FERGUSON PLC NEW | 4 | Q3 2023 | 10.4% |
| WILLIS TOWERS WATSON PLC LTD | 4 | Q3 2023 | 11.5% |
| CONSTELLATION ENERGY CORP | 4 | Q3 2023 | 8.1% |
| FLEETCOR TECHNOLOGIES INC | 4 | Q3 2023 | 7.4% |
| NEWS CORP NEW | 4 | Q3 2023 | 7.4% |
| MARTIN MARIETTA MATLS INC | 4 | Q3 2023 | 8.8% |
| BIO RAD LABS INC | 4 | Q3 2023 | 7.4% |
| ACV AUCTIONS INC | 4 | Q3 2023 | 5.1% |
| ASPEN TECHNOLOGY INC | 4 | Q3 2023 | 7.4% |
| TAPESTRY INC | 3 | Q2 2023 | 6.7% |
View Rivermont Capital Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-13 |
View Rivermont Capital Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.