Rivermont Capital Management LP
•CIK: 1965613•Filing: Q4 2025
**Rivermont Capital Management LP** Manages $421M across a concentrated portfolio of 22 positions. The fund exhibits significant conviction in its top holdings, notably allocating $32.1M each to SSF and WFC-PA. Further substantial exposure includes $29.5M in SPOT and $26.6M in WDC. This structure suggests a focused, high-conviction approach across diverse sectors.
Total AUM
$421.0M
QoQ Performance
+11.2%
Positions
22
Top 10 Concentration
61.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SSF
STX
SPOT
WDC
TTMI
CLS
WWD
ROST
SSF7.6%
STX7.6%
SPOT7.0%
WDC6.3%
TTMI6.2%
CLS5.6%
WWD5.5%
ROST5.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other93.0%
Communication7.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW8 new positions
↑4 increased
↓10 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022