Rivulet Capital as of June 30, 2023
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 13 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 15.4 | $253M | 1.1M | 225.89 | |
| Aptar (ATR) | 11.7 | $191M | 1.7M | 115.86 | |
| Nice Sponsored Adr (NICE) | 11.7 | $191M | 926k | 206.50 | |
| Mastercard Incorporated Cl A (MA) | 11.0 | $180M | 457k | 393.30 | |
| Fiserv (FI) | 9.0 | $147M | 1.2M | 126.15 | |
| Ptc (PTC) | 7.2 | $119M | 834k | 142.30 | |
| Five Below (FIVE) | 7.2 | $118M | 602k | 196.54 | |
| Intuit (INTU) | 6.4 | $105M | 230k | 458.19 | |
| Fidelity National Information Services (FIS) | 6.1 | $100M | 1.8M | 54.70 | |
| Sherwin-Williams Company (SHW) | 5.3 | $86M | 325k | 265.52 | |
| Dun & Bradstreet Hldgs | 4.4 | $72M | 6.2M | 11.57 | |
| Dollar Tree (DLTR) | 3.9 | $64M | 446k | 143.50 | |
| Blackline (BL) | 0.9 | $15M | 285k | 53.82 |
