Rivulet Capital as of March 31, 2021
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 11 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sealed Air (SEE) | 15.6 | $288M | 6.3M | 45.82 | |
| Mastercard Incorporated Cl A (MA) | 12.6 | $232M | 651k | 356.05 | |
| Dollar Tree (DLTR) | 12.4 | $229M | 2.0M | 114.46 | |
| Axalta Coating Sys (AXTA) | 10.3 | $189M | 6.4M | 29.58 | |
| Comcast Corp Cl A (CMCSA) | 10.1 | $186M | 3.4M | 54.11 | |
| Cornerstone Ondemand | 9.8 | $180M | 4.1M | 43.58 | |
| Aptar (ATR) | 7.8 | $143M | 1.0M | 141.67 | |
| Nice Sponsored Adr (NICE) | 6.5 | $120M | 550k | 217.97 | |
| Aon Shs Cl A (AON) | 5.6 | $104M | 450k | 230.11 | |
| Willis Towers Watson SHS (WTW) | 5.6 | $103M | 450k | 228.89 | |
| Evertec (EVTC) | 3.8 | $70M | 1.9M | 37.22 |
