13F Portfolios

Rivermont Capital Management LP: FLOOR & DECOR HLDGS INC (FND): Quarterly 13F Position History

As of Q1 2026, Rivermont Capital Management LP reported 450,650 shares of FLOOR & DECOR HLDGS INC (FND), worth $22.9M and representing 4.8% of its 13F equity book. Quarter-over-quarter share count change: + 232,175 (+106.3%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.

Recent initiation: Rivermont Capital Management LP first reported FND on the Q4 2025 filing — fewer than three quarters of history are available.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 450,650 +232,175 +106.3% $22.9M 4.8% $50.8
Q4 2025 218,475 $13.3M 3.2% $60.9

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Rivermont Capital Management LP first disclose a FND position in 13F-HR filings?

Rivermont Capital Management LP first reported FLOOR & DECOR HLDGS INC (FND) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.

What was Rivermont Capital Management LP's most recent quarter-over-quarter share-count change in FND?

Between Q4 2025 and Q1 2026, Rivermont Capital Management LP added 232,175 shares of FND (+106.3%), bringing the total reported position to 450,650 shares at a market value of $22.9M.

Does the implied price-per-share represent Rivermont Capital Management LP's cost basis in FND?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.