Rivermont Capital Management LP: WESTERN DIGITAL CORP (WDC): Quarterly 13F Position History
As of Q1 2026, Rivermont Capital Management LP reported 115,665 shares of WESTERN DIGITAL CORP (WDC), worth $31.3M and representing 6.6% of its 13F equity book. Quarter-over-quarter share count change: 38,644 (-25.0%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 115,665Shares Held (Latest Filing)
- $31.3MReported Market Value (Latest Filing)
- 6.6%Portfolio Weight (% of 13F Equity Book)
- 38,644Quarter-over-Quarter Share Change
- +$4.7MQuarter-over-Quarter Value Change
- 225,541Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 115,665 | 38,644 | -25.0% | $31.3M | 6.6% | $270.5 |
| Q4 2025 | 154,309 | 71,232 | -31.6% | $26.6M | 6.3% | $172.3 |
| Q3 2025 | 225,541 | +225,541 | — | $27.1M | 7.2% | $120.1 |
| Q2 2025 | 0 | 173,086 | -100.0% | $0 | 0.0% | — |
| Q1 2025 | 173,086 | 36,959 | -17.6% | $7.0M | 3.5% | $40.4 |
| Q4 2024 | 210,045 | +9,068 | +4.5% | $12.5M | 4.7% | $59.6 |
| Q3 2024 | 200,977 | — | — | $13.7M | 6.5% | $68.3 |
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 WDC position in 13F-HR filings?
Rivermont Capital Management LP first reported WESTERN DIGITAL CORP (WDC) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Rivermont Capital Management LP's most recent quarter-over-quarter share-count change in WDC?
Between Q4 2025 and Q1 2026, Rivermont Capital Management LP reduced its WDC position by 38,644 shares (-25.0%), leaving 115,665 shares at a market value of $31.3M.
Does the implied price-per-share represent Rivermont Capital Management LP's cost basis in WDC?
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.