Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 12, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 10
- −1 vs. Q1 2021
- Portfolio value
- $1.77B
- −$78.4M (−4.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SEESealed Air Corp | COM | 4,374,873 | $259.2M | 14.7% | −1,915,470−30.5% | Reduced | History |
| MAMastercard Inc | Stock | 630,407 | $230.2M | 13.0% | −20,200−3.1% | Reduced | History |
| DLTRDollar Tree, Inc. | COM | 2,273,550 | $226.2M | 12.8% | +273,650+13.7% | Added | History |
| NICENICE Ltd. | SPONSORED ADR | 875,350 | $216.6M | 12.3% | +325,350+59.2% | Added | History |
| CSODCornerstone OnDemand Inc | COM | 4,066,681 | $209.8M | 11.9% | −67,550−1.6% | Reduced | History |
| CMCSAComcast Corp | Stock | 3,386,635 | $193.1M | 10.9% | −55,050−1.6% | Reduced | History |
| AXTAAxalta Coating Systems Ltd. | COM | 6,311,642 | $192.4M | 10.9% | −82,950−1.3% | Reduced | History |
| ATRAptargroup, Inc. | Stock | 877,150 | $123.5M | 7.0% | −132,950−13.2% | Reduced | History |
| EVTCEVERTEC, Inc. | COM | 1,531,409 | $66.8M | 3.8% | −357,450−18.9% | Reduced | History |
| LBRDKLiberty Broadband Corp | COM SER C | 275,850 | $47.9M | 2.7% | +275,850 | New | History |
Sold out since Q1 2021 (2)
Positions held at the end of Q1 2021 that are gone from this filing.