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 (SGI) | 4.3 | $62M | 1.3M | 47.34 | |
| Middleby Corporation (MIDD) | 1.9 | $27M | 220k | 122.61 |
