Rivulet Capital as of March 31, 2018
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 11 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Commscope Hldg (COMM) | 17.4 | $153M | 3.8M | 39.97 | |
| Sba Communications Corp (SBAC) | 13.7 | $120M | 704k | 170.92 | |
| Nice Systems (NICE) | 13.2 | $116M | 1.2M | 93.93 | |
| Interxion Holding | 12.3 | $109M | 1.7M | 62.11 | |
| Cinemark Holdings (CNK) | 11.7 | $103M | 2.7M | 37.67 | |
| O'reilly Automotive (ORLY) | 9.3 | $82M | 331k | 247.38 | |
| Evertec (EVTC) | 7.0 | $61M | 3.7M | 16.35 | |
| Nomad Foods (NOMD) | 4.9 | $43M | 2.8M | 15.74 | |
| Equinix (EQIX) | 4.8 | $42M | 100k | 418.14 | |
| Liberty Global Inc Com Ser A | 3.5 | $30M | 969k | 31.31 | |
| Hmh Holdings | 2.1 | $18M | 2.7M | 6.95 |
