Rivulet Capital as of March 31, 2025
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 13 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 11.9 | $121M | 520k | 233.53 | |
| Ptc (PTC) | 11.8 | $121M | 780k | 154.95 | |
| Sba Communications Corp Cl A (SBAC) | 11.1 | $114M | 517k | 220.01 | |
| Danaher Corporation (DHR) | 10.5 | $108M | 526k | 205.00 | |
| Tempur-Pedic International (SGI) | 10.2 | $104M | 1.7M | 59.88 | |
| Mastercard Incorporated Cl A (MA) | 8.8 | $90M | 165k | 548.12 | |
| Canadian Pacific Kansas City (CP) | 8.4 | $86M | 1.2M | 70.21 | |
| Middleby Corporation (MIDD) | 7.8 | $80M | 527k | 151.98 | |
| Nice Sponsored Adr (NICE) | 5.4 | $55M | 359k | 154.17 | |
| Fidelity National Information Services (FIS) | 5.2 | $53M | 713k | 74.68 | |
| Ccc Intelligent Solutions Holdings (CCC) | 3.9 | $40M | 4.4M | 9.03 | |
| Canadian Natl Ry (CNI) | 3.4 | $35M | 357k | 97.46 | |
| Rxo Common Stock (RXO) | 1.4 | $14M | 750k | 19.10 |
