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 (COMM) | 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 |