We are live on ! Find out more
RCM

Rivermont Capital Management Portfolio holdings

AUM $705M
1-Year Est. Return 165.14%
This Fund
S&P 500
This Quarter Est. Return
-1.78%
1 Year Est. Return
+165.14%
3 Year Est. Return
+555.44%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$237M
AUM Growth
-$28.5M
Cap. Flow
-$18.9M
Cap. Flow %
-7.96%
Top 10 Hldgs %
77.31%
Holding
23
New
4
Increased
6
Reduced
8
Closed
5

Top Buys

Rank Stock Value
1
CNK icon
Cinemark Holdings
CNK
+$12.3M
2
SXT icon
Sensient Technologies
SXT
+$9.86M
3
CLH icon
Clean Harbors
CLH
+$9.72M
4
NWSA icon
News Corp Class A
NWSA
+$9.06M
5
FERG icon
Ferguson
FERG
+$6.45M

Top Sells

Rank Stock Value
1
LPLA icon
LPL Financial
LPLA
+$19.6M
2
HOOD icon
Robinhood
HOOD
+$13.2M
3
MRVL icon
Marvell Technology
MRVL
+$12.6M
4
ECG
Everus Construction Group
ECG
+$8.54M
5
CEG icon
Constellation Energy
CEG
+$8.41M

Sector Composition

Rank Sector Weight
1 Communication Services 24.41%
2 Consumer Discretionary 18.64%
3 Industrials 16.52%
4 Financials 12.78%
5 Technology 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
WTW icon
1
Willis Towers Watson
WTW
$31.2B
$30.3M 12.78%
89,642
-1,742
-2% -$568K
NWSA icon
2
News Corp Class A
NWSA
$15.9B
$25.6M 10.81%
940,934
+323,757
+52% +$9.06M
SPOT icon
3
Spotify
SPOT
$110B
$21.2M 8.96%
38,629
+10,529
+37% +$5.88M
CLH icon
4
Clean Harbors
CLH
$17.2B
$20.5M 8.65%
103,989
+44,422
+75% +$9.72M
SSNC icon
5
SS&C Technologies
SSNC
$19.3B
$17.9M 7.56%
214,404
+64,402
+43% +$5.33M
TPR icon
6
Tapestry
TPR
$26.3B
$17.3M 7.29%
245,341
-29,742
-11% -$2.25M
FERG icon
7
Ferguson
FERG
$47B
$15.9M 6.71%
99,279
+37,227
+60% +$6.45M
ACVA icon
8
ACV Auctions
ACVA
$1.27B
$13.1M 5.55%
933,113
+133,936
+17% +$2.47M
CNK icon
9
Cinemark Holdings
CNK
$4.33B
$11M 4.64%
+441,925
New +$12.3M
USFD icon
10
US Foods
USFD
$23.3B
$10.3M 4.36%
157,803
-5,443
-3% -$372K
PATK icon
11
Patrick Industries
PATK
$2.81B
$10.3M 4.35%
121,939
-25,960
-18% -$2.33M
SXT icon
12
Sensient Technologies
SXT
$5.67B
$10.1M 4.26%
+135,517
New +$9.86M
CEG icon
13
Constellation Energy
CEG
$97.1B
$9.6M 4.05%
47,614
-31,363
-40% -$8.41M
JLL icon
14
Jones Lang LaSalle
JLL
$18B
$9.03M 3.81%
36,415
-14,222
-28% -$3.74M
WDC icon
15
Western Digital
WDC
$167B
$8.36M 3.53%
206,665
-71,225
-26% -$3.38M
BC icon
16
Brunswick
BC
$5.29B
$3.45M 1.46%
+64,082
New +$4.02M
ECG
17
Everus Construction Group
ECG
$6.62B
$2.75M 1.16%
74,096
-158,670
-68% -$8.54M
CLS icon
18
Celestica
CLS
$38B
$204K 0.09%
+2,588
New +$275K
HOOD icon
19
Robinhood
HOOD
$86.1B
– –
-353,000
Closed -$13.2M
LPLA icon
20
LPL Financial
LPLA
$28.3B
– –
-60,062
Closed -$19.6M
MRVL icon
21
Marvell Technology
MRVL
$213B
– –
-113,967
Closed -$12.6M
MTN icon
22
Vail Resorts
MTN
$5.45B
– –
-24,000
Closed -$4.5M
VFC icon
23
VF Corp
VFC
$5.65B
– –
-223,287
Closed -$4.79M

Similar funds

KFA
Kelleher Financial Advisors New York $705M AUM 16.14% 1-Year Est. Return
PSP
Pacific Sage Partners Edmonds, Washington $705M AUM 12.18% 1-Year Est. Return
VIS
Vega Investment Solutions Paris, France $705M AUM
CBT
Central Bank & Trust Lexington, Kentucky $705M AUM 34.21% 1-Year Est. Return
DCA
DSG Capital Advisors Edina, Minnesota $704M AUM 34.58% 1-Year Est. Return
TFHU
TLT Family Holdco ULC Toronto $704M AUM 33.91% 1-Year Est. Return
KJHP
K.J. Harrison & Partners Toronto, Ontario, Canada $706M AUM 48.92% 1-Year Est. Return
PPI
Platinum Paramount Investment Nassau $704M AUM

Rivermont Capital Management's Q1 2025 Portfolio in Review

As of Q1 2025, Rivermont Capital Management held 23 positions worth $237M, down 11% from $266M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Rivermont Capital Management withdrew a net $18.9M in Q1 2025, closing 5 positions and reducing 8 holdings. Its most notable exit was LPL Financial, an estimated $19.6M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 24% of assets, up from 11% a quarter earlier, followed by Consumer Discretionary and Industrials.

Against the trend, Rivermont Capital Management opened a new position in Cinemark Holdings worth $11M.

  • Rivermont Capital Management's largest Q1 2025 buy was Cinemark Holdings: 441,925 shares worth $11M.
  • Rivermont Capital Management added most to Clean Harbors in Q1 2025, an estimated $9.72M increase.
  • Rivermont Capital Management's biggest Q1 2025 reduction was Everus Construction Group, cutting an estimated $8.54M.
  • Rivermont Capital Management fully exited LPL Financial in Q1 2025, selling an estimated $19.6M.
  • Rivermont Capital Management's ten largest holdings make up 77% of its $237M portfolio in Q1 2025.
  • Rivermont Capital Management opened 4 new positions and closed 5 in Q1 2025.
  • Rivermont Capital Management's portfolio value fell 11% quarter-over-quarter to $237M.

Based on Rivermont Capital Management's 13F filing for Q1 2025, filed 14 May 2025.