Rivulet Capital

Rivulet Capital as of June 30, 2024

Portfolio Holdings for Rivulet Capital

Rivulet Capital holds 14 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Mastercard Incorporated Cl A (MA) 10.6 $153M 347k 441.16
Workday Cl A (WDAY) 9.5 $138M 615k 223.56
Nice Sponsored Adr (NICE) 9.3 $134M 781k 171.97
Aptar (ATR) 9.3 $134M 953k 140.81
Ptc (PTC) 9.1 $132M 724k 181.67
Sba Communications Corp Cl A (SBAC) 8.7 $126M 640k 196.30
Canadian Natl Ry (CNI) 7.4 $106M 900k 118.13
Fiserv (FI) 7.1 $102M 685k 149.04
Sherwin-Williams Company (SHW) 6.7 $97M 325k 298.43
Fidelity National Information Services (FIS) 6.5 $94M 1.3M 75.36
Neogen Corporation (NEOG) 4.9 $70M 4.5M 15.63
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 4.8 $70M 1.2M 58.15
Tempur-Pedic International (TPX) 4.3 $62M 1.3M 47.34
Middleby Corporation (MIDD) 1.9 $27M 220k 122.61