Rivulet Capital as of Dec. 31, 2017
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 13 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Commscope Hldg (COMM) | 15.4 | $141M | 3.7M | 37.83 | |
| Nice Systems (NICE) | 12.2 | $111M | 1.2M | 91.91 | |
| Interxion Holding | 11.2 | $102M | 1.7M | 58.93 | |
| Cinemark Holdings (CNK) | 10.9 | $100M | 2.9M | 34.82 | |
| Liberty Global Inc Com Ser A | 9.1 | $83M | 2.3M | 35.84 | |
| Evertec (EVTC) | 6.7 | $62M | 4.5M | 13.65 | |
| O'reilly Automotive (ORLY) | 5.9 | $54M | 223k | 240.54 | |
| Sba Communications Corp (SBAC) | 5.7 | $52M | 317k | 163.36 | |
| Nomad Foods (NOMD) | 5.5 | $50M | 3.0M | 16.91 | |
| AutoZone (AZO) | 5.2 | $48M | 67k | 711.37 | |
| American Tower Reit (AMT) | 5.0 | $45M | 317k | 142.67 | |
| Hmh Holdings | 3.7 | $34M | 3.6M | 9.30 | |
| Dell Technologies Inc Class V equity | 3.6 | $33M | 409k | 81.28 |
