Rivulet Capital as of Dec. 31, 2020
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 12 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sealed Air (SEE) | 15.4 | $312M | 6.8M | 45.79 | |
| Dollar Tree (DLTR) | 12.6 | $255M | 2.4M | 108.04 | |
| Mastercard Incorporated Cl A (MA) | 12.2 | $247M | 693k | 356.94 | |
| Comcast Corp Cl A (CMCSA) | 10.0 | $201M | 3.8M | 52.40 | |
| Cornerstone Ondemand | 9.2 | $186M | 4.2M | 44.04 | |
| Axalta Coating Sys (AXTA) | 9.0 | $183M | 6.4M | 28.55 | |
| Ptc (PTC) | 6.5 | $131M | 1.1M | 119.61 | |
| Te Connectivity Reg Shs (TEL) | 6.4 | $130M | 1.1M | 121.07 | |
| Aptar (ATR) | 6.3 | $128M | 935k | 136.89 | |
| Crown Holdings (CCK) | 5.4 | $108M | 1.1M | 100.20 | |
| Evertec (EVTC) | 5.0 | $101M | 2.6M | 39.32 | |
| Booking Holdings (BKNG) | 2.0 | $39M | 18k | 2227.29 |
