RIVERMONT CAPITAL MANAGEMENT LP 13F Portfolio
RIVERMONT CAPITAL MANAGEMENT LP runs RIVERMONT CAPITAL MANAGEMENT LP and currently holds 20 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $704.77M. Their top holdings are STX, SXT, TTMI, CHRW, WWD. The top five represent 45.4% of reported portfolio weight. RIVERMONT CAPITAL MANAGEMENT LP ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, RIVERMONT CAPITAL MANAGEMENT LP initiated 9 new positions. They added to 7 existing positions. They trimmed 3 positions. Their current best-performing preview position is STX with returns of +146.32%.
Portfolio Value
$704.77M
Alpha Score
124.1
#0 of 1000
Holdings
20
RIVERMONT CAPITAL MANAGEMENT LP Current 13F Holdings
Reported holdings from RIVERMONT CAPITAL MANAGEMENT LP's latest SEC 13F filing, ranked by portfolio weight.
20 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 STX SEAGATE TECHNOLOGY HLDNGS PL | 15.56% | $243.24 | $783.00 | +221.90% | Trimmed -6.92% |
 SXT SENSIENT TECHNOLOGIES CORP | 9.87% | $90.81 | $130.41 | +43.61% | Added +2.13% |
 TTMI TTM TECHNOLOGIES INC | 7.68% | $93.55 | $121.01 | +29.35% | Added +28.85% |
 CHRW C H ROBINSON WORLDWIDE IN | 6.16% | $175.33 | $142.31 | -18.83% | Added +110.85% |
 WWD WOODWARD INC | 6.10% | $378.21 | $335.51 | -11.29% | Added +160.70% |
 FERG FERGUSON ENTERPRISES INC | 5.63% | $216.22 | $220.10 | +1.79% | Added +62.34% |
 WDC WESTERN DIGITAL CORP | 4.89% | $120.06 | $397.28 | +230.90% | Trimmed -53.31% |
 TSM TAIWAN SEMICONDUCTOR MANUFAC | 4.72% | $477.57 | $453.28 | -5.09% | New Buy |
 CIFR CIPHER DIGITAL INC | 4.32% | $24.50 | $13.52 | -44.82% | New Buy |
 VSH VISHAY INTERTECHNOLOGY INC | 4.26% | $53.78 | $34.05 | -36.69% | New Buy |
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