Rivulet Capital as of Dec. 31, 2022
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 14 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 11.5 | $187M | 1.1M | 167.33 | |
| Aptar (ATR) | 11.2 | $182M | 1.7M | 109.98 | |
| Nice Sponsored Adr (NICE) | 10.3 | $168M | 871k | 192.30 | |
| Mastercard Incorporated Cl A (MA) | 9.8 | $159M | 457k | 347.73 | |
| Fidelity National Information Services (FIS) | 9.7 | $157M | 2.3M | 67.85 | |
| Five Below (FIVE) | 8.9 | $144M | 815k | 176.87 | |
| Fiserv (FI) | 8.8 | $143M | 1.4M | 101.07 | |
| Paypal Holdings (PYPL) | 5.9 | $96M | 1.4M | 71.22 | |
| Axalta Coating Sys (AXTA) | 5.5 | $89M | 3.5M | 25.47 | |
| Dun & Bradstreet Hldgs (DNB) | 4.7 | $76M | 6.2M | 12.26 | |
| Ptc (PTC) | 4.1 | $67M | 559k | 120.04 | |
| Fair Isaac Corporation (FICO) | 3.6 | $58M | 98k | 598.58 | |
| Clarivate Ord Shs (CLVT) | 3.5 | $58M | 6.9M | 8.34 | |
| Dollar Tree (DLTR) | 2.7 | $43M | 306k | 141.44 |
