Rivulet Capital as of June 30, 2025
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ptc (PTC) | 12.2 | $126M | 732k | 172.34 | |
| Danaher Corporation (DHR) | 11.1 | $114M | 579k | 197.54 | |
| Canadian Pacific Kansas City (CP) | 10.3 | $106M | 1.3M | 79.27 | |
| Workday Cl A (WDAY) | 9.2 | $95M | 394k | 240.00 | |
| Tempur-Pedic International (SGI) | 9.0 | $93M | 1.4M | 68.05 | |
| Mastercard Incorporated Cl A (MA) | 7.6 | $79M | 140k | 561.94 | |
| Sba Communications Corp Cl A (SBAC) | 7.3 | $76M | 322k | 234.84 | |
| Fidelity National Information Services (FIS) | 7.3 | $75M | 925k | 81.41 | |
| Middleby Corporation (MIDD) | 6.6 | $68M | 470k | 144.00 | |
| Nice Sponsored Adr (NICE) | 6.0 | $62M | 367k | 168.91 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 5.9 | $61M | 6.5M | 9.41 | |
| Simpson Manufacturing (SSD) | 4.0 | $41M | 264k | 155.31 | |
| Rush Enterprises Cl A (RUSHA) | 1.9 | $19M | 374k | 51.51 | |
| Rxo Common Stock (RXO) | 1.5 | $16M | 996k | 15.72 |
