Rivermont Capital Management LP - Q12026 Holdings

Rivermont Capital Management LP holds 20 stocks with a total portfolio value of $ 474.68M as of Q12026. In Q12026, Rivermont Capital Management LP added 8 new positions, increased stakes in 8 stocks, reduced 4 holdings, and fully exited 10 positions. The largest holding is Seagate Technology Hldngs Pl (STX), representing 10.08% of the total portfolio.