Rivulet Capital as of Sept. 30, 2024
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 14 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 11.3 | $153M | 310k | 493.80 | |
| Workday Cl A (WDAY) | 11.0 | $150M | 612k | 244.41 | |
| Sba Communications Corp Cl A (SBAC) | 10.6 | $143M | 595k | 240.70 | |
| Ptc (PTC) | 9.6 | $131M | 723k | 180.66 | |
| Nice Sponsored Adr (NICE) | 7.9 | $107M | 616k | 173.67 | |
| Aptar (ATR) | 7.3 | $100M | 621k | 160.19 | |
| Canadian Natl Ry (CNI) | 7.2 | $98M | 837k | 117.15 | |
| Tempur-Pedic International (TPX) | 6.8 | $92M | 1.7M | 54.60 | |
| Fidelity National Information Services (FIS) | 6.7 | $91M | 1.1M | 83.75 | |
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 5.5 | $74M | 1.1M | 66.29 | |
| Fiserv (FI) | 5.3 | $72M | 402k | 179.65 | |
| Middleby Corporation (MIDD) | 4.7 | $63M | 454k | 139.13 | |
| Canadian Pacific Kansas City (CP) | 3.9 | $54M | 625k | 85.54 | |
| Neogen Corporation (NEOG) | 2.1 | $28M | 1.7M | 16.81 |
