Rivulet Capital

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