Rivermont Capital Management LP — 13F holdings

Rivermont Capital Management LP reported 20 holdings worth $705M in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. STX SEAGATE TECHNOLOGY HLDNGS PL — $110M (15.6%)
2. SXT SENSIENT TECHNOLOGIES CORP — $69.6M (9.9%)
3. TTMI TTM TECHNOLOGIES INC — $54.1M (7.7%)
4. CHRW C H ROBINSON WORLDWIDE INC — $43.4M (6.2%)
5. WWD WOODWARD INC — $43.0M (6.1%)
6. FERG FERGUSON ENTERPRISES INC — $39.7M (5.6%)
7. WDC WESTERN DIGITAL CORP — $34.5M (4.9%)
8. TSM TAIWAN SEMICONDUCTOR MFG LTD — $33.3M (4.7%)
9. CIFR Cipher Mining Inc — $30.4M (4.3%)
10. VSH VISHAY INTERTECHNOLOGY INC — $30.0M (4.3%)