Investments: Rivermont Capital Management LP

Aktie	Ticker	2025/Q4		2025/Q3		2025/Q2		2025/Q1
		Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)	Investment ($)	QoQ Veränd. ($)
		420.952.649 $	+52.566.748 $	378.552.903 $	+67.254.143 $	313.663.839 $	+107.806.680 $	237.002.246 $	+237.002.246 $
BANK OF AMERICA CORP /DE/	BAC	228.405.409 $	+40.421.734 $	187.983.675 $	+37.106.855 $	150.876.820 $	+41.313.531 $	109.563.289 $	+109.563.289 $
SENSIENT TECHNOLOGIES CORP	SXT	32.127.894 $	+24.936.450 $	7.191.444 $	-20.646.958 $	27.838.402 $	+17.751.872 $	10.086.530 $	+10.086.530 $
WILLIS TOWERS WATSON PLC	WTW	21.792.752 $	-7.607.807 $	29.400.559 $	+3.575.482 $	25.825.077 $	-4.469.437 $	30.294.514 $	+30.294.514 $
CELESTICA INC	CLS	23.617.170 $	-2.967.971 $	26.585.141 $	-3.247.168 $	29.832.309 $	+29.628.349 $	203.960 $	+203.960 $
CLEAN HARBORS INC	CLH	10.378.554 $	-18.103.693 $	28.482.247 $	+9.816.080 $	18.666.167 $	-1.830.065 $	20.496.232 $	+20.496.232 $
WESTERN DIGITAL CORP	WDC	26.582.811 $	-495.641 $	27.078.452 $	+18.722.986 $			8.355.466 $	+8.355.466 $
NEWS CORP	NWSA	20.224.376 $	-6.540.034 $	26.764.410 $	+8.079.773 $	18.684.637 $	-6.927.586 $	25.612.223 $	+25.612.223 $
TTM TECHNOLOGIES INC	TTMI	26.074.686 $	+21.466.686 $	4.608.000 $	+4.608.000 $
Constellation Energy Corp	CEG	18.006.172 $	-3.624.915 $	21.631.087 $	-2.630.782 $	24.261.869 $	+14.661.458 $	9.600.411 $	+9.600.411 $
V F CORP	VFC	13.742.825 $	+5.081.939 $	8.660.886 $	+8.660.886 $
ADVANCED MICRO DEVICES INC	AMD					10.720.545 $	+10.720.545 $
PATRICK INDUSTRIES INC	PATK							10.311.162 $	+10.311.162 $
JBS N.V.	JBS			10.167.002 $	+3.208.989 $	6.958.013 $	+6.958.013 $
JONES LANG LASALLE INC	JLL							9.027.643 $	+9.027.643 $
BRUNSWICK CORP	BC							3.450.816 $	+3.450.816 $
		420.952.649 $	+52.566.748 $	378.552.903 $	+67.254.143 $	313.663.839 $	+107.806.680 $	237.002.246 $	+237.002.246 $