Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 14, 2021. Long positions only.
- Positions
- 11
- No 13F data for Q4 2020
- Portfolio value
- $1.84B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SEESealed Air Corp | COM | 6,290,343 | $288.2M | 15.6% | – | – | History |
| MAMastercard Inc | Stock | 650,607 | $231.6M | 12.6% | – | – | History |
| DLTRDollar Tree, Inc. | COM | 1,999,900 | $228.9M | 12.4% | – | – | History |
| AXTAAxalta Coating Systems Ltd. | COM | 6,394,592 | $189.2M | 10.3% | – | – | History |
| CMCSAComcast Corp | Stock | 3,441,685 | $186.2M | 10.1% | – | – | History |
| CSODCornerstone OnDemand Inc | COM | 4,134,231 | $180.2M | 9.8% | – | – | History |
| ATRAptargroup, Inc. | Stock | 1,010,100 | $143.1M | 7.8% | – | – | History |
| NICENICE Ltd. | SPONSORED ADR | 550,000 | $119.9M | 6.5% | – | – | History |
| AONAon plc | CL A | 450,100 | $103.6M | 5.6% | – | – | History |
| WTWWillis Towers Watson PLC | SHS | 450,100 | $103.0M | 5.6% | – | – | History |
| EVTCEVERTEC, Inc. | COM | 1,888,859 | $70.3M | 3.8% | – | – | History |