Long-term investor
Rivermont Capital Management LP @rivermontcapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965613).
Record
- Tracked since 2025-06-30 (464 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days -9.7% · 6 months +21.7% · 1 year +38.6% · all +38.6%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- STX · 15.6% · long · since 2025-09-30
- SXT · 9.9% · long · since 2025-06-30
- TTMI · 7.7% · long · since 2025-09-30
- 12541W209 · 6.2% · long · since 2025-12-31
- WWD · 6.1% · long · since 2025-06-30
- FERG · 5.6% · long · since 2025-06-30
- WDC · 4.9% · long · since 2025-09-30
- TSM · 4.7% · long · since 2026-06-30
- 17253J106 · 4.3% · long · since 2026-06-30
- VSH · 4.3% · long · since 2026-06-30
- FND · 3.8% · long · since 2025-12-31
- RTO · 3.7% · long · since 2026-03-31