Rivermont Capital Management LP

Hedge Fund • Long/Short

Rivermont Capital Management LP is a Long/Short Hedge Fund based in New York, NY led by Frank Rosser Gough, reporting $413.5M in AUM as of Q3 2025 with 34% Technology concentration and 73% concentrated in top 10 holdings.

Managing PartnerFrank Rosser Gough

Portfolio Value: $378.6M
Positions: 19
Top Holding: STX at 9.37%
Last Reported: Q3 2025

Address520 Madison Avenue, 35th Floor, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Rivermont Capital Management LP's portfolio (73% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Seagate Technology Holdings PLC STX	Computer Hardware Technology	$35.5M	9.37%	+$35.5M New	0.07% 150.2K shares	Q3 2025 Held for 2 months
2 Ferguson Enterprises FERG	Industrial - Distribution Industrials	$32.3M	8.53%	-$2.0M Sold	0.07% 143.8K shares	Q4 2022 Held for 2y 11m
3 Willis Towers Watson WTW	Insurance - Brokers Financial Services	$29.4M	7.77%	+$293.6K Bought	0.09% 85.1K shares	Q4 2022 Held for 2y 11m
4 Clean Harbors CLH	Waste Management Industrials	$28.5M	7.52%	+$9.7M Bought	0.23% 122.7K shares	Q2 2024 Held for 1y 5m
5 Western Digital WDC	Computer Hardware Technology	$27.1M	7.15%	+$27.1M Bought	0.07% 225.5K shares	Q3 2024 Held for 1y 2m
6 Spotify Technology SPOT	Internet Content & Information Communication Services	$27.1M	7.15%	+$9.3M Bought	0.02% 38.8K shares	Q4 2024 Held for 11 months
7 News Corporation NWSA	Entertainment Communication Services	$26.8M	7.07%	+$7.5M Bought	0.15% 871.5K shares	Q4 2022 Held for 2y 11m
8 Celestica CLS	Hardware, Equipment & Parts Technology	$26.6M	7.02%	-$20.5M Sold	0.09% 107.9K shares	Q1 2025 Held for 8 months
9 Grocery Outlet Holding Corp. GO	Grocery Stores Consumer Defensive	$21.7M	5.72%	+$17.6M Bought	1.38% 1.4M shares	Q2 2025 Held for 5 months
10 Constellation Energy CEG	Renewable Utilities Utilities	$21.6M	5.71%	-$3.1M Sold	0.02% 65.7K shares	Q4 2022 Held for 2y 11m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Rivermont Capital Management LP's latest filing

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GthenC

Market Value

$378.6M

Prior: $313.7M

Q/Q Change

+20.69%

+$64.9M

Net Flows % of MV

-2.64%

Turnover Ratio

36.74%

New Purchases

4 stocks

$68.8M

Added To

6 stocks

+$47.4M

Sold Out Of

4 stocks

$42.5M

Reduced Holdings

7 stocks

-$83.7M

Increased Positions

Position	Shares Δ	Change
1 Seagate Technology Holdings PLC STX	New	0 → 150.2K +$35.5M
2 Louisiana-Pacific Corporation LPX	New	0 → 182.8K +$16.2M
3 MongoDB MDB	New	0 → 40.2K +$12.5M
4 TTM Technologies TTMI	New	0 → 80.0K +$4.6M
5 Grocery Outlet Holding Corp. GO	+431.16%	254.2K → 1.4M +$17.6M

Decreased Positions

Position	Shares Δ	Change
1 Woodward WWD	Sold	67.9K → 0 −$16.7M
2 Advanced Micro Devices AMD	Sold	75.6K → 0 −$10.7M
3 US Foods USFD	Sold	106.2K → 0 −$8.2M
4 Six Flags Entertainment FUN	Sold	228.1K → 0 −$6.9M
5 Sensient Technology SXT	-72.88%	282.6K → 76.6K −$19.3M