Rivermont Capital Management LP: 13F holdings
CIK 19656132026Q2
| Positions | 20 |
|---|---|
| Reported value | $704.8m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SEAGATE TECHNOLOGY HLDNGS PL | 113,669 | $109.7m | 15.6% |
| SXT SENSIENT TECHNOLOGIES CORP | 564,209 | $69.6m | 9.9% |
| TTMI TTM TECHNOLOGIES INC | 289,248 | $54.1m | 7.7% |
| CHRW C H ROBINSON WORLDWIDE IN | 230,439 | $43.4m | 6.2% |
| WWD WOODWARD INC | 101,026 | $43.0m | 6.1% |
| FERG FERGUSON ENTERPRISES INC | 167,309 | $39.7m | 5.6% |
| WDC WESTERN DIGITAL CORP | 54,000 | $34.5m | 4.9% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 69,725 | $33.3m | 4.7% |
| CIFR CIPHER DIGITAL INC | 1,242,274 | $30.4m | 4.3% |
| VSH VISHAY INTERTECHNOLOGY INC | 558,209 | $30.0m | 4.3% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1965613")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.