Rivulet Capital as of June 30, 2018
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 9 positions in its portfolio as reported in the June 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Commscope Hldg (COMM) | 17.4 | $122M | 4.2M | 29.20 | |
| Cinemark Holdings (CNK) | 17.1 | $120M | 3.4M | 35.08 | |
| Equinix (EQIX) | 16.1 | $113M | 263k | 429.89 | |
| O'reilly Automotive (ORLY) | 15.2 | $107M | 390k | 273.57 | |
| Interxion Holding | 12.6 | $88M | 1.4M | 62.42 | |
| Evertec (EVTC) | 6.9 | $49M | 2.2M | 21.85 | |
| Sba Communications Corp (SBAC) | 6.6 | $46M | 281k | 165.12 | |
| Nice Systems (NICE) | 4.3 | $31M | 294k | 103.77 | |
| Nomad Foods (NOMD) | 3.7 | $26M | 1.4M | 19.19 |
