Rivermont Capital Management LP - Q42025 Holdings

Rivermont Capital Management LP holds 22 stocks with a total portfolio value of $ 420.95M as of Q42025. In Q42025, Rivermont Capital Management LP added 8 new positions, increased stakes in 4 stocks, reduced 10 holdings, and fully exited 5 positions. The largest holding is Sensient Technologies Corp (SXT), representing 7.63% of the total portfolio.