Rivermont Capital Management LP
13F filer · CIK 1965613 · New York, NY
Summary
Rivermont Capital Management LP reported $704.77M across 20 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are STX (15.6%), SXT (9.9%), TTMI (7.7%). Versus 2026 Q1, leaving options aside, it opened 9 new positions, added to 8, trimmed 3 and sold out of 9.
Reported value$704.77M
Positions20
Report period2026 Q2
FiledAug 13, 2026
New positions9
Added8
Trimmed3
Sold out9
Top 20 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.6%Value $109.69MPrice $921.51Shares 114K -6.92%Since Jun 30 -4.51%
Weight 9.9%Value $69.56MPrice $128.88Shares 564K +2.13%Since Jun 30 +4.53%
Weight 7.7%Value $54.10MPrice $124.19Shares 289K +28.85%Since Jun 30 -33.60%
Weight 6.2%Value $43.40MPrice $149.71Shares 230K +110.85%Since Jun 30 -20.51%
Weight 6.1%Value $42.98MPrice $325.94Shares 101K +160.70%Since Jun 30 -23.39%
Weight 5.6%Value $39.71MPrice $227.30Shares 167K +62.34%Since Jun 30 -4.23%
Weight 4.9%Value $34.49MPrice $453.23Shares 54K -53.31%Since Jun 30 -29.04%
Weight 4.7%Value $33.30MPrice $452.88Shares 70KSince Jun 30 -5.17%
Weight 4.3%Value $30.44MPrice $16.51Shares 1.24MSince Jun 30 -32.61%
Weight 4.3%Value $30.02MPrice $32.23Shares 558KSince Jun 30 -40.07%
Weight 3.8%Value $26.94MPrice $46.36Shares 454K +0.72%Since Jun 30 -21.90%
Weight 3.7%Value $26.32MPrice $20.50Shares 920K +15.94%Since Jun 30 -28.35%
Weight 3.5%Value $24.56MPrice $230.23Shares 115KSince Jun 30 +7.88%
Weight 3.5%Value $24.55MPrice $442.94Shares 65KSince Jun 30 +18.10%
Weight 3.1%Value $21.78MPrice $39.73Shares 350KSince Jun 30 -36.15%
Weight 3.0%Value $21.02MPrice $656.65Shares 28KSince Jun 30 -11.93%
Weight 2.9%Value $20.48MPrice $497.51Shares 45K -30.16%Since Jun 30 +8.36%
Weight 2.9%Value $20.18MPrice $44.44Shares 403KSince Jun 30 -11.19%
Weight 2.8%Value $19.59MPrice $90.93Shares 171K +22.54%Since Jun 30 -20.52%
Weight 1.7%Value $11.67MPrice $92.71Shares 101KSince Jun 30 -19.69%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 15.6% | $109.69M | -4.51% | -6.92% | Trim | |
| 9.9% | $69.56M | +4.53% | +2.13% | Add | |
| 7.7% | $54.10M | -33.60% | +28.85% | Add | |
| 6.2% | $43.40M | -20.51% | +110.85% | Add | |
| 6.1% | $42.98M | -23.39% | +160.70% | Add | |
| 5.6% | $39.71M | -4.23% | +62.34% | Add | |
| 4.9% | $34.49M | -29.04% | -53.31% | Trim | |
| 4.7% | $33.30M | -5.17% | — | New | |
| 4.3% | $30.44M | -32.61% | — | New | |
| 4.3% | $30.02M | -40.07% | — | New | |
| 3.8% | $26.94M | -21.90% | +0.72% | Add | |
| 3.7% | $26.32M | -28.35% | +15.94% | Add | |
| 3.5% | $24.56M | +7.88% | — | New | |
| 3.5% | $24.55M | +18.10% | — | New | |
| 3.1% | $21.78M | -36.15% | — | New | |
| 3.0% | $21.02M | -11.93% | — | New | |
| 2.9% | $20.48M | +8.36% | -30.16% | Trim | |
| 2.9% | $20.18M | -11.19% | — | New | |
| 2.8% | $19.59M | -20.52% | +22.54% | Add | |
| 1.7% | $11.67M | -19.69% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.