Rivulet Capital as of Sept. 30, 2017
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 13 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Commscope Hldg (VISN) | 12.8 | $108M | 3.2M | 33.21 | |
| Interxion Holding | 12.7 | $107M | 2.1M | 50.93 | |
| Nice Systems (NICE) | 10.6 | $90M | 1.1M | 81.31 | |
| Dell Technologies Inc Class V equity | 10.0 | $84M | 1.1M | 77.21 | |
| Liberty Global Inc Com Ser A | 9.3 | $79M | 2.3M | 33.91 | |
| Hmh Holdings | 7.5 | $63M | 5.2M | 12.05 | |
| Evertec (EVTC) | 7.0 | $59M | 3.7M | 15.85 | |
| Cinemark Holdings (CNK) | 6.5 | $55M | 1.5M | 36.21 | |
| Regal Entertainment | 5.9 | $50M | 3.1M | 16.00 | |
| AutoZone (AZO) | 5.4 | $45M | 76k | 595.11 | |
| Nomad Foods (NOMD) | 5.3 | $45M | 3.1M | 14.57 | |
| O'reilly Automotive (ORLY) | 4.6 | $38M | 178k | 215.37 | |
| Blue Buffalo Pet Prods | 2.3 | $19M | 681k | 28.35 |
