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Jason Schwartz

Rivermont Capital Management Lp

Assets Managed
$474.677M
Holdings
20
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
12.77%(2Q avg: 11.99%)
Sustained Growth
3 quarters

Portfolio positions

This chart displays the top 10 holdings in Rivermont Capital Management Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 20 positions.

Assets under management

The assets under management (AUM) of Rivermont Capital Management Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 474.677M in assets, with a quarterly growth rate of 12.77% and a 2-quarter average growth rate of 11.99%. The portfolio is managed by Jason Schwartz, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
STX
Seagate Technology Holdings
Recent Activity
Increased 4.84%
10.08%
$47.844M
122,125 shares@ $391.76 avg price
SXT
Sensient Technologies Corp
Recent Activity
Increased 61.55%
10.06%
$47.752M
552,429 shares@ $86.45 avg price
WDC
Western Digital Corp
Recent Activity
Decreased -25.04%
6.6%
$31.286M
115,665 shares@ $270.5 avg price
SPOT
Spotify Technology Sa
Recent Activity
Increased 25.69%
6.53%
$30.97M
63,868 shares@ $484.92 avg price
WMB
Williams Cos Inc
Recent Activity
New Position
5.71%
$27.08M
372,086 shares@ $72.78 avg price
ROST
Ross Stores Inc
Recent Activity
Increased 0.16%
5.62%
$26.675M
123,138 shares@ $216.64 avg price
LITE
Lumentum Holdings Inc
Recent Activity
New Position
5.27%
$25.002M
35,577 shares@ $702.77 avg price
RTO
Rentokil Initial Plc-sp Adr
Recent Activity
New Position
5.27%
$24.978M
793,454 shares@ $31.49 avg price
FERG
Ferguson Enterprises Inc
Recent Activity
Increased 24.13%
5.07%
$24.04M
103,063 shares@ $233.26 avg price
FND
Floor & Decor Holdings Inc-a
Recent Activity
Increased 106.28%
4.83%
$22.893M
450,650 shares@ $50.8 avg price

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