Rivulet Capital as of Dec. 31, 2024
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 12 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 15.2 | $147M | 569k | 258.03 | |
| Sba Communications Corp Cl A (SBAC) | 11.3 | $109M | 534k | 203.80 | |
| Ptc (PTC) | 11.1 | $107M | 584k | 183.87 | |
| Mastercard Incorporated Cl A (MA) | 10.9 | $105M | 200k | 526.57 | |
| Middleby Corporation (MIDD) | 8.9 | $86M | 635k | 135.45 | |
| Tempur-Pedic International (SGI) | 8.4 | $81M | 1.4M | 56.69 | |
| Nice Sponsored Adr (NICE) | 8.1 | $79M | 463k | 169.84 | |
| Danaher Corporation (DHR) | 7.4 | $71M | 310k | 229.55 | |
| Fidelity National Information Services (FIS) | 6.3 | $61M | 755k | 80.77 | |
| Aptar (ATR) | 6.3 | $61M | 385k | 157.10 | |
| Fiserv (FI) | 3.2 | $31M | 150k | 205.42 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 3.0 | $29M | 2.5M | 11.73 |
