News + Filings Holdings
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Rivermont Capital Management LP
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
Ferguson plc
| FERG | SHS | 133,250 | 13,353 | 20,961,558,000 | 4,925,334,000 | 9.66 | 0.07 |
Hist
| 06/30/2023 |
MARTIN MARIETTA MATERIALS INC
| MLM | Common | 41,262 | 15,726 | 19,050,253,000 | 9,983,441,000 | 8.77 | 0.07 |
Hist
| 06/30/2023 |
Boot Barn Holdings, Inc.
| BOOT | COM | 187,949 | 132,449 | 15,917,401,000 | 11,663,881,000 | 7.33 | 0.63 |
Hist
| 06/30/2023 |
LABORATORY CORP OF AMERICA HOLDINGS
| LH | Common | 59,200 | 59,200 | 14,286,736,000 | 14,286,736,000 | 6.58 | 0.07 |
Hist
| 06/30/2023 |
FLEETCOR TECHNOLOGIES INC
| FLT | Common | 56,876 | -6,640 | 14,280,426,000 | 888,077,000 | 6.58 | 0.08 |
Hist
| 06/30/2023 |
Crane NXT, Co.
| CR | Com | 147,481 | 147,481 | 13,143,507,000 | 13,143,507,000 | 6.05 | 0.26 |
Hist
| 06/30/2023 |
Constellation Energy Corp
| CEG | Common | 136,008 | 22,458 | 12,451,532,000 | 3,537,857,000 | 5.74 | |
Hist
| 06/30/2023 |
NEWS CORP
| NWSA | CL A | 632,492 | -55,900 | 12,333,594,000 | 445,064,000 | 5.68 | |
Hist
| 06/30/2023 |
WILLIS TOWERS WATSON PLC
| WLTW | SHS | 45,767 | -28,052 | 10,778,129,000 | -6,375,930,000 | 4.96 | 0.04 |
Hist
| 06/30/2023 |
Vontier Corp
| VNT | COM | 324,243 | -13,566 | 10,443,867,000 | 1,208,169,000 | 4.81 | |
Hist
| 06/30/2023 |
ACV Auctions Inc.
| ACVA | Common | 565,482 | -149,839 | 9,765,874,000 | 531,080,000 | 4.50 | |
Hist
| 06/30/2023 |
SS&C TECHNOLOGIES INC
| SSNC | COM | 151,839 | -63,088 | 9,201,443,000 | -2,935,485,000 | 4.24 | |
Hist
| 06/30/2023 |
JONES LANG LASALLE INC
| JLL | Common | 59,017 | 59,017 | 9,194,849,000 | 9,194,849,000 | 4.24 | 0.12 |
Hist
| 06/30/2023 |
PROLIANCE INTERNATIONAL, INC.
| TPR | COM | 199,705 | -31,444 | 8,547,374,000 | -1,417,459,000 | 3.94 | |
Hist
| 06/30/2023 |
BIO-RAD LABORATORIES, INC.
| BIO | Common | 20,644 | -7,515 | 7,826,553,000 | -5,662,171,000 | 3.60 | |
Hist
| 06/30/2023 |
Bath & Body Works, Inc.
| BBWI | COM | 188,960 | 160,893 | 7,086,000,000 | 6,059,309,000 | 3.26 | 0.08 |
Hist
| 06/30/2023 |
HUBBELL INC
| HUBB | Common | 20,809 | 20,809 | 6,899,432,000 | 6,899,432,000 | 3.18 | 0.04 |
Hist
| 06/30/2023 |
Gogo Inc.
| GOGO | COM | 326,280 | 326,280 | 5,550,023,000 | 5,550,023,000 | 2.56 | 0.26 |
Hist
| 06/30/2023 |
Aspen Technology, Inc.
| AZPN | Common | 31,236 | 11,516 | 5,235,466,000 | 722,150,000 | 2.41 | |
Hist
| 06/30/2023 |
DECKERS OUTDOOR CORP
| DECK | Common | 7,868 | -12,900 | 4,151,629,000 | -5,184,625,000 | 1.91 | 0.03 |
Hist
| 06/30/2023 |
CHARLES RIVER LABORATORIES INTERNATIONAL, INC.
| CRL | Common | 0 | -19,565 | 0 | -3,948,608,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Crane NXT, Co.
| CR | Stock | 0 | -114,223 | 0 | -12,964,311,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
PROG Holdings, Inc.
| PRG | Common Stock | 0 | -199,758 | 0 | -4,752,243,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
European Wax Center, Inc.
| EWCZ | COM | 0 | -291,845 | 0 | -5,545,055,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
Eventbrite, Inc.
| EB | Common | 0 | -565,395 | 0 | -4,851,089,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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