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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
+12.96%
1 Year Est. Return
+165.14%
3 Year Est. Return
+555.44%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$266M
AUM Growth
+$53.3M
Cap. Flow
+$48.5M
Cap. Flow %
18.27%
Top 10 Hldgs %
65.2%
Holding
24
New
7
Increased
7
Reduced
5
Closed
5

Top Buys

Rank Stock Value
1
LPLA icon
LPL Financial
LPLA
+$17.8M
2
TPR icon
Tapestry
TPR
+$15M
3
ECG
Everus Construction Group
ECG
+$14.6M
4
SPOT icon
Spotify
SPOT
+$12M
5
HOOD icon
Robinhood
HOOD
+$11.4M

Top Sells

Rank Stock Value
1
GEV icon
GE Vernova
GEV
+$10.6M
2
JLL icon
Jones Lang LaSalle
JLL
+$8.21M
3
BOOT icon
Boot Barn
BOOT
+$7.25M
4
AZPN
Aspen Technology Inc
AZPN
+$6.97M
5
TRMB icon
Trimble
TRMB
+$5.71M

Sector Composition

Rank Sector Weight
1 Financials 23.12%
2 Consumer Discretionary 21.4%
3 Industrials 14.98%
4 Technology 13.74%
5 Communication Services 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTW icon
1
Willis Towers Watson
WTW
$31.2B
$28.6M 10.78%
91,384
+12,061
+15% +$3.7M
LPLA icon
2
LPL Financial
LPLA
$28.3B
$19.6M 7.39%
+60,062
New +$17.8M
TPR icon
3
Tapestry
TPR
$26.3B
$18M 6.77%
+275,083
New +$15M
CEG icon
4
Constellation Energy
CEG
$97.1B
$17.7M 6.65%
78,977
-19,725
-20% -$4.92M
ACVA icon
5
ACV Auctions
ACVA
$1.27B
$17.3M 6.5%
799,177
-136,382
-15% -$2.76M
NWSA icon
6
News Corp Class A
NWSA
$15.9B
$17M 6.4%
617,177
+130,372
+27% +$3.63M
ECG
7
Everus Construction Group
ECG
$6.62B
$15.3M 5.76%
+232,766
New +$14.6M
CLH icon
8
Clean Harbors
CLH
$17.2B
$13.7M 5.16%
59,567
-2,017
-3% -$501K
HOOD icon
9
Robinhood
HOOD
$86.1B
$13.2M 4.95%
+353,000
New +$11.4M
JLL icon
10
Jones Lang LaSalle
JLL
$18B
$12.8M 4.83%
50,637
-30,794
-38% -$8.21M
MRVL icon
11
Marvell Technology
MRVL
$213B
$12.6M 4.74%
+113,967
New +$10.6M
SPOT icon
12
Spotify
SPOT
$110B
$12.6M 4.73%
+28,100
New +$12M
WDC icon
13
Western Digital
WDC
$167B
$12.5M 4.72%
277,890
+11,997
+5% +$603K
PATK icon
14
Patrick Industries
PATK
$2.81B
$12.3M 4.63%
147,899
+54,072
+58% +$4.83M
SSNC icon
15
SS&C Technologies
SSNC
$19.3B
$11.4M 4.28%
150,002
-50,047
-25% -$3.74M
USFD icon
16
US Foods
USFD
$23.3B
$11M 4.15%
163,246
+46,599
+40% +$3.06M
FERG icon
17
Ferguson
FERG
$47B
$10.8M 4.06%
62,052
+1,000
+2% +$199K
VFC icon
18
VF Corp
VFC
$5.65B
$4.79M 1.8%
223,287
+3,989
+2% +$81.2K
MTN icon
19
Vail Resorts
MTN
$5.45B
$4.5M 1.69%
+24,000
New +$4.29M
BOOT icon
20
Boot Barn
BOOT
$5.12B
– –
-43,359
Closed -$7.25M
BROS icon
21
Dutch Bros
BROS
$8.78B
– –
-83,432
Closed -$2.67M
TRMB icon
22
Trimble
TRMB
$13.8B
– –
-92,000
Closed -$5.71M
GEV icon
23
GE Vernova
GEV
$263B
– –
-41,472
Closed -$10.6M
AZPN
24
DELISTED
Aspen Technology Inc
AZPN
– –
-29,177
Closed -$6.97M

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CBT
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TFHU
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KJHP
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PPI
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Rivermont Capital Management's Q4 2024 Portfolio in Review

As of Q4 2024, Rivermont Capital Management held 24 positions worth $266M, up 25% from $212M the previous quarter. Its ten largest holdings account for 65% of the portfolio.

Rivermont Capital Management deployed $48.5M of net new capital in Q4 2024, opening 7 new positions and adding to 7 existing holdings. Its largest new stake was LPL Financial: 60,062 shares worth $19.6M.

By sector, the portfolio is most concentrated in Financials at 23% of assets, up from 11% a quarter earlier, followed by Consumer Discretionary and Industrials.

On the sell side, the largest reduction was Jones Lang LaSalle, an estimated $8.21M trimmed.

  • Rivermont Capital Management's largest Q4 2024 buy was LPL Financial: 60,062 shares worth $19.6M.
  • Rivermont Capital Management added most to Patrick Industries in Q4 2024, an estimated $4.83M increase.
  • Rivermont Capital Management's biggest Q4 2024 reduction was Jones Lang LaSalle, cutting an estimated $8.21M.
  • Rivermont Capital Management fully exited GE Vernova in Q4 2024, selling an estimated $10.6M.
  • Rivermont Capital Management's ten largest holdings make up 65% of its $266M portfolio in Q4 2024.
  • Rivermont Capital Management opened 7 new positions and closed 5 in Q4 2024.
  • Rivermont Capital Management's portfolio value rose 25% quarter-over-quarter to $266M.

Based on Rivermont Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.