Rivulet Capital as of Sept. 30, 2025
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Danaher Corporation (DHR) | 12.0 | $102M | 516k | 198.26 | |
| Canadian Pacific Kansas City (CP) | 10.5 | $90M | 1.2M | 74.49 | |
| Workday Cl A (WDAY) | 10.3 | $87M | 363k | 240.73 | |
| Sba Communications Corp Cl A (SBAC) | 8.2 | $70M | 361k | 193.35 | |
| Middleby Corporation (MIDD) | 8.2 | $70M | 523k | 132.93 | |
| Tempur-Pedic International (SGI) | 7.8 | $67M | 790k | 84.33 | |
| Mastercard Incorporated Cl A (MA) | 7.8 | $66M | 117k | 568.81 | |
| Ptc (PTC) | 6.6 | $56M | 276k | 203.02 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 6.5 | $55M | 6.1M | 9.11 | |
| Nice Sponsored Adr (NICE) | 5.2 | $44M | 305k | 144.78 | |
| Landstar System (LSTR) | 4.3 | $37M | 299k | 122.56 | |
| Fidelity National Information Services (FIS) | 4.1 | $35M | 527k | 65.94 | |
| Simpson Manufacturing (SSD) | 4.0 | $34M | 204k | 167.46 | |
| Cooper Cos (COO) | 3.8 | $32M | 473k | 68.56 | |
| Rush Enterprises Cl A (RUSHA) | 0.8 | $7.1M | 133k | 53.47 |
