Rivulet Capital as of June 30, 2020
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 10 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dollar Tree (DLTR) | 17.7 | $272M | 2.9M | 92.68 | |
| Sealed Air (SEE) | 16.9 | $259M | 7.9M | 32.85 | |
| Mastercard Incorporated Cl A (MA) | 10.7 | $164M | 556k | 295.70 | |
| Cornerstone Ondemand | 10.2 | $157M | 4.1M | 38.56 | |
| Evertec (EVTC) | 8.6 | $133M | 4.7M | 28.10 | |
| Axalta Coating Sys (AXTA) | 8.5 | $130M | 5.8M | 22.55 | |
| Te Connectivity Reg Shs (TEL) | 7.8 | $119M | 1.5M | 81.55 | |
| Comcast Corp Cl A (CMCSA) | 7.4 | $113M | 2.9M | 38.98 | |
| Booking Holdings (BKNG) | 6.4 | $98M | 61k | 1592.34 | |
| Crown Holdings (CCK) | 5.8 | $90M | 1.4M | 65.13 |
