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 |
