Rivulet Capital as of March 31, 2020
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 14 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Booking Holdings (BKNG) | 13.3 | $208M | 155k | 1345.32 | |
| Dollar Tree (DLTR) | 13.1 | $204M | 2.8M | 73.47 | |
| Sealed Air (SEE) | 12.2 | $190M | 7.7M | 24.71 | |
| MasterCard Incorporated (MA) | 9.3 | $146M | 603k | 241.56 | |
| Te Connectivity Ltd for (TEL) | 8.4 | $132M | 2.1M | 62.98 | |
| Cornerstone Ondemand | 8.0 | $125M | 3.9M | 31.75 | |
| Axalta Coating Sys (AXTA) | 7.7 | $120M | 7.0M | 17.27 | |
| Crown Holdings (CCK) | 6.5 | $102M | 1.8M | 58.04 | |
| Evertec (EVTC) | 6.5 | $102M | 4.5M | 22.73 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 5.9 | $92M | 526k | 175.70 | |
| O'reilly Automotive (ORLY) | 3.5 | $54M | 180k | 301.05 | |
| Cinemark Holdings (CNK) | 3.3 | $51M | 5.0M | 10.19 | |
| Five Below (FIVE) | 1.8 | $29M | 409k | 70.38 | |
| Blackline (BL) | 0.4 | $6.4M | 121k | 52.61 |
