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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
+36.05%
1 Year Est. Return
+165.14%
3 Year Est. Return
+555.44%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$314M
AUM Growth
+$76.7M
Cap. Flow
+$21.6M
Cap. Flow %
6.89%
Top 10 Hldgs %
77.9%
Holding
24
New
6
Increased
6
Reduced
5
Closed
7
Avg Time Held
3.5 quarters
Top 10 Avg Time Held
2.9 quarters
Top 20 Avg Time Held
3.5 quarters

Top Buys

Rank Stock Value
1
CLS icon
Celestica
CLS
+$20M
2
WWD icon
Woodward
WWD
+$13.9M
3
SXT icon
Sensient Technologies
SXT
+$13.2M
4
HOOD icon
Robinhood
HOOD
+$10.6M
5
FERG icon
Ferguson
FERG
+$9.83M

Top Sells

Rank Stock Value
1
ACVA icon
ACV Auctions
ACVA
+$13.1M
2
CNK icon
Cinemark Holdings
CNK
+$11M
3
PATK icon
Patrick Industries
PATK
+$10.3M
4
JLL icon
Jones Lang LaSalle
JLL
+$9.03M
5
NWSA icon
News Corp Class A
NWSA
+$8.58M

Sector Composition

Rank Sector Weight
1 Industrials 21.86%
2 Technology 18.61%
3 Financials 13.56%
4 Communication Services 12.18%
5 Consumer Discretionary 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
FERG icon
1
Ferguson
FERG
$43.2B
$33.2M 10.6%
152,678
+53,399
+54% +$9.83M
2022 Q4
10 quarters
CLS icon
2
Celestica
CLS
$48.8B
$29.8M 9.51%
191,098
+188,510
+7,284% +$20M
2025 Q1
1 quarter
TPR icon
3
Tapestry
TPR
$23.6B
$28.6M 9.13%
326,205
+80,864
+33% +$6.12M
2024 Q4
2 quarters
SXT icon
4
Sensient Technologies
SXT
$5.47B
$27.8M 8.88%
282,566
+147,049
+109% +$13.2M
2025 Q1
1 quarter
WTW icon
5
Willis Towers Watson
WTW
$26.8B
$25.8M 8.23%
84,258
-5,384
-6% -$1.67M
2022 Q4
10 quarters
CEG icon
6
Constellation Energy
CEG
$91.2B
$24.3M 7.74%
75,170
+27,556
+58% +$7.29M
2022 Q4
10 quarters
SPOT icon
7
Spotify
SPOT
$97.2B
$19.5M 6.23%
25,455
-13,174
-34% -$8.46M
2024 Q4
2 quarters
NWSA icon
8
News Corp Class A
NWSA
$15.5B
$18.7M 5.96%
628,689
-312,245
-33% -$8.58M
2022 Q4
10 quarters
CLH icon
9
Clean Harbors
CLH
$16.8B
$18.7M 5.95%
80,743
-23,246
-22% -$5.09M
2024 Q2
4 quarters
SSNC icon
10
SS&C Technologies
SSNC
$18.4B
$17.8M 5.68%
215,321
+917
+0.4% +$72.1K
2024 Q3
3 quarters
HOOD icon
11
Robinhood
HOOD
$101B
$16.7M 5.33%
+178,388
New +$10.6M
2025 Q2
0 quarters
WWD icon
12
Woodward
WWD
$19.6B
$16.7M 5.31%
+67,935
New +$13.9M
2025 Q2
0 quarters
AMD icon
13
Advanced Micro Devices
AMD
$1.03T
$10.7M 3.42%
+75,550
New +$8.22M
2025 Q2
0 quarters
USFD icon
14
US Foods
USFD
$21B
$8.18M 2.61%
106,179
-51,624
-33% -$3.68M
2023 Q4
6 quarters
JBS
15
JBS N.V.
JBS
$38.4B
$6.96M 2.22%
+476,250
New +$6.7M
2025 Q2
0 quarters
FUN icon
16
Cedar Fair
FUN
$1.19B
$6.94M 2.21%
+228,050
New +$7.64M
2025 Q2
0 quarters
GO icon
17
Grocery Outlet
GO
$1.15B
$3.16M 1.01%
+254,174
New +$3.61M
2025 Q2
0 quarters
ACVA icon
18
ACV Auctions
ACVA
$1.77B
– –
-933,113
Closed -$13.1M –
BC icon
19
Brunswick
BC
$4.24B
– –
-64,082
Closed -$3.45M –
CNK icon
20
Cinemark Holdings
CNK
$4.18B
– –
-441,925
Closed -$11M –
JLL icon
21
Jones Lang LaSalle
JLL
$14.1B
– –
-36,415
Closed -$9.03M –
PATK icon
22
Patrick Industries
PATK
$2.16B
– –
-121,939
Closed -$10.3M –
WDC icon
23
Western Digital
WDC
$150B
– –
-206,665
Closed -$8.36M –
ECG
24
Everus Construction Group
ECG
$6.3B
– –
-74,096
Closed -$2.75M –

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CBT
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DCA
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TFHU
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KJHP
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Rivermont Capital Management's Q2 2025 Portfolio in Review

As of Q2 2025, Rivermont Capital Management held 24 positions worth $314M, up 32% from $237M the previous quarter. Its ten largest holdings account for 78% of the portfolio.

Rivermont Capital Management deployed $21.6M of net new capital in Q2 2025, opening 6 new positions and adding to 6 existing holdings. Its largest new stake was Woodward: 67,935 shares worth $16.7M.

By sector, the portfolio is most concentrated in Industrials at 22% of assets, up from 17% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was News Corp Class A, an estimated $8.58M trimmed.

  • Rivermont Capital Management's largest Q2 2025 buy was Woodward: 67,935 shares worth $16.7M.
  • Rivermont Capital Management added most to Celestica in Q2 2025, an estimated $20M increase.
  • Rivermont Capital Management's biggest Q2 2025 reduction was News Corp Class A, cutting an estimated $8.58M.
  • Rivermont Capital Management fully exited ACV Auctions in Q2 2025, selling an estimated $13.1M.
  • Rivermont Capital Management's ten largest holdings make up 78% of its $314M portfolio in Q2 2025.
  • Rivermont Capital Management opened 6 new positions and closed 7 in Q2 2025.
  • Rivermont Capital Management's portfolio value rose 32% quarter-over-quarter to $314M.

Based on Rivermont Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.