Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 15, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 15
- +5 vs. Q2 2021
- Portfolio value
- $1.92B
- +$150.6M (+8.5%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| NICENICE Ltd. | SPONSORED ADR | 879,750 | $249.9M | 13.0% | +4,400+0.5% | Added | History |
| MAMastercard Inc | Stock | 633,557 | $220.3M | 11.5% | +3,150+0.5% | Added | History |
| DLTRDollar Tree, Inc. | COM | 2,085,000 | $199.6M | 10.4% | −188,550−8.3% | Reduced | History |
| AXTAAxalta Coating Systems Ltd. | COM | 6,504,142 | $189.9M | 9.9% | +192,500+3.0% | Added | History |
| SEESealed Air Corp | COM | 3,218,073 | $176.3M | 9.2% | −1,156,800−26.4% | Reduced | History |
| ATRAptargroup, Inc. | Stock | 1,196,700 | $142.8M | 7.5% | +319,550+36.4% | Added | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 8,481,500 | $142.6M | 7.4% | +8,481,500 | New | History |
| CMCSAComcast Corp | Stock | 2,313,035 | $129.4M | 6.8% | −1,073,600−31.7% | Reduced | History |
| CSODCornerstone OnDemand Inc | COM | 2,045,143 | $117.1M | 6.1% | −2,021,538−49.7% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 640,000 | $77.9M | 4.1% | +640,000 | New | History |
| FISVFiserv Inc | Stock | 663,650 | $72.0M | 3.8% | +663,650 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 376,250 | $58.0M | 3.0% | +376,250 | New | History |
| ATVIActivision Blizzard, Inc. | COM | 714,300 | $55.3M | 2.9% | +714,300 | New | History |
| LBRDKLiberty Broadband Corp | COM SER C | 277,250 | $47.9M | 2.5% | +1,400+0.5% | Added | History |
| EVTCEVERTEC, Inc. | COM | 821,840 | $37.6M | 2.0% | −709,569−46.3% | Reduced | History |