Rivermont Capital Management LP: SENSIENT TECHNOLOGIES CORP (SXT): Quarterly 13F Position History
As of Q1 2026, Rivermont Capital Management LP reported 552,429 shares of SENSIENT TECHNOLOGIES CORP (SXT), worth $47.8M and representing 10.1% of its 13F equity book. Quarter-over-quarter share count change: + 210,461 (+61.5%) . The position first appeared in Q1 2025 and has been disclosed across 5 13F-HR filings in Pactolio's tracked window.
- 552,429Shares Held (Latest Filing)
- $47.8MReported Market Value (Latest Filing)
- 10.1%Portfolio Weight (% of 13F Equity Book)
- +210,461Quarter-over-Quarter Share Change
- +$15.6MQuarter-over-Quarter Value Change
- 552,429Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 5 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 552,429 | +210,461 | +61.5% | $47.8M | 10.1% | $86.4 |
| Q4 2025 | 341,968 | +265,341 | +346.3% | $32.1M | 7.6% | $94.0 |
| Q3 2025 | 76,627 | 205,939 | -72.9% | $7.2M | 1.9% | $93.8 |
| Q2 2025 | 282,566 | +171,324 | +154.0% | $27.8M | 8.9% | $98.5 |
| Q1 2025 | 111,242 | — | — | $8.3M | 4.2% | $74.4 |
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 SXT position in 13F-HR filings?
Rivermont Capital Management LP first reported SENSIENT TECHNOLOGIES CORP (SXT) on its 13F-HR filing for the period ending 2025-03-31 (Q1 2025). The position has appeared on 5 reported quarters within Pactolio's tracked window.
What was Rivermont Capital Management LP's most recent quarter-over-quarter share-count change in SXT?
Between Q4 2025 and Q1 2026, Rivermont Capital Management LP added 210,461 shares of SXT (+61.5%), bringing the total reported position to 552,429 shares at a market value of $47.8M.
Does the implied price-per-share represent Rivermont Capital Management LP's cost basis in SXT?
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.