Rivulet Capital as of March 31, 2022
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 15 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aptar (ATR) | 11.2 | $220M | 1.9M | 117.50 | |
| Mastercard Incorporated Cl A (MA) | 10.7 | $211M | 590k | 357.38 | |
| Fidelity National Information Services (FIS) | 10.4 | $205M | 2.0M | 100.42 | |
| Fiserv (FI) | 9.7 | $192M | 1.9M | 101.40 | |
| Dollar Tree (DLTR) | 8.1 | $160M | 1000k | 160.15 | |
| Dun & Bradstreet Hldgs (DNB) | 7.4 | $146M | 8.3M | 17.52 | |
| Axalta Coating Sys (AXTA) | 7.4 | $146M | 5.9M | 24.58 | |
| Nice Sponsored Adr (NICE) | 7.3 | $143M | 654k | 219.00 | |
| Global Payments (GPN) | 5.9 | $117M | 855k | 136.84 | |
| Comcast Corp Cl A (CMCSA) | 4.5 | $88M | 1.9M | 46.82 | |
| Clarivate Ord Shs (CLVT) | 4.4 | $86M | 5.1M | 16.76 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 3.4 | $68M | 501k | 135.32 | |
| Take-Two Interactive Software (TTWO) | 3.4 | $67M | 435k | 153.74 | |
| Fair Isaac Corporation (FICO) | 3.1 | $61M | 130k | 466.46 | |
| Sealed Air (SEE) | 3.0 | $59M | 877k | 66.96 |
