Rivermont Capital Management LP [Rocket]

Holdings

Rivermont Capital Management LP

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