Rivermont Capital Management
Rivermont Capital Management reported 20 stocks worth $705M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are STX (15.6%), SXT (9.9%) and TTMI (7.7%). Compared with Q1 2026, the fund opened new positions in TSM, CIFR and VSH, added to SXT, TTMI and CHRW, trimmed STX, WDC and SPOT and sold out of WMB, ROST and LITE.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  STX Seagate Technology Hldngs PL | $110M | 15.6% | 114K | −8,456 (−7%) | 4 of 8 | |
| 2 |  SXT Sensient Technologies Corp | $69.6M | 9.9% | 564K | +12K (+2%) | 6 of 8 | |
| 3 |  TTMI Ttm Technologies Inc | $54.1M | 7.7% | 289K | +65K (+29%) | 4 of 8 | |
| 4 |  CHRW C H Robinson Worldwide Inc | $43.4M | 6.2% | 230K | +121K (+111%) | 3 of 8 | |
| 5 |  WWD Woodward Inc | $43M | 6.1% | 101K | +62K (+161%) | 4 of 8 | |
| 6 |  FERG Ferguson Enterprises Inc | $39.7M | 5.6% | 167K | +64K (+62%) | 8 of 8 | |
| 7 |  WDC Western Digital Corp | $34.5M | 4.9% | 54K | −62K (−53%) | 7 of 8 | |
| 8 |  TSM Taiwan Semiconductor Mfg Ltd | $33.3M | 4.7% | 70K | New position | 1 of 8 | |
| 9 |  CIFR Cipher Mng Inc | $30.4M | 4.3% | 1.2M | New position | 1 of 8 | |
| 10 |  VSH Vishay Intertechnology Inc | $30M | 4.3% | 558K | New position | 1 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 WMB Williams Cos Inc | $27.1M | 372K |
 ROST Ross Stores Inc | $26.7M | 123K |
 LITE Lumentum Hldgs Inc | $25M | 36K |
 LIN Linde PLC | $21.3M | 43K |
 CLS Celestica Inc | $20.9M | 74K |
🔒 Free account: see all 9.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Rivermont Capital Management 13F FAQ
What does Rivermont Capital Management own?
Rivermont Capital Management reported 20 stocks worth $705M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are STX (15.6%), SXT (9.9%) and TTMI (7.7%). The table above lists every position in the filing (the top 10 without an account).
What did Rivermont Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 9 new positions, 8 added to, 3 trimmed and 9 sold out. New positions include TSM, CIFR and VSH. It sold all of WMB, ROST and LITE.
When will Rivermont Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Rivermont Capital Management's portfolio worth?
The Q2 2026 filing reports $705M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.