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RCM

Rivermont Capital Management Portfolio holdings

AUM $705M
1-Year Est. Return 165.14%
This Fund
S&P 500
This Quarter Est. Return
+8.56%
1 Year Est. Return
+165.14%
3 Year Est. Return
+555.44%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$421M
AUM Growth
+$42.4M
Cap. Flow
+$18M
Cap. Flow %
4.27%
Top 10 Hldgs %
61.15%
Holding
27
New
8
Increased
4
Reduced
10
Closed
5

Top Buys

Rank Stock Value
1
SXT icon
Sensient Technologies
SXT
+$25M
2
WWD icon
Woodward
WWD
+$21.2M
3
ROST icon
Ross Stores
ROST
+$20.5M
4
TTMI icon
TTM Technologies
TTMI
+$19.4M
5
JHX icon
James Hardie Industries
JHX
+$17.2M

Top Sells

Rank Stock Value
1
GO icon
Grocery Outlet
GO
+$21.7M
2
CLH icon
Clean Harbors
CLH
+$17.9M
3
LPX icon
Louisiana-Pacific
LPX
+$16.2M
4
FERG icon
Ferguson
FERG
+$14.5M
5
MDB icon
MongoDB
MDB
+$12.5M

Sector Composition

Rank Sector Weight
1 Technology 28.42%
2 Consumer Discretionary 21.82%
3 Industrials 16.44%
4 Materials 11.86%
5 Communication Services 11.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDB icon
26
MongoDB
MDB
$33.9B
– –
-40,238
Closed -$12.5M
JBS
27
JBS N.V.
JBS
$45.8B
– –
-680,978
Closed -$10.2M
1
2

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VIS
Vega Investment Solutions Paris, France $705M AUM
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
DCA
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TFHU
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KJHP
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PPI
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Rivermont Capital Management's Q4 2025 Portfolio in Review

As of Q4 2025, Rivermont Capital Management held 27 positions worth $421M, up 11% from $379M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Rivermont Capital Management deployed $18M of net new capital in Q4 2025, opening 8 new positions and adding to 4 existing holdings. Its largest new stake was Woodward: 76,874 shares worth $23.2M.

By sector, the portfolio is most concentrated in Technology at 28% of assets, down from 32% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Clean Harbors, an estimated $17.9M trimmed.

  • Rivermont Capital Management's largest Q4 2025 buy was Woodward: 76,874 shares worth $23.2M.
  • Rivermont Capital Management added most to Sensient Technologies in Q4 2025, an estimated $25M increase.
  • Rivermont Capital Management's biggest Q4 2025 reduction was Clean Harbors, cutting an estimated $17.9M.
  • Rivermont Capital Management fully exited Grocery Outlet in Q4 2025, selling an estimated $21.7M.
  • Rivermont Capital Management's ten largest holdings make up 61% of its $421M portfolio in Q4 2025.
  • Rivermont Capital Management opened 8 new positions and closed 5 in Q4 2025.
  • Rivermont Capital Management's portfolio value rose 11% quarter-over-quarter to $421M.

Based on Rivermont Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.