Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 14
- −1 vs. Q3 2021
- Portfolio value
- $2.14B
- +$228.1M (+11.9%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 646,107 | $232.2M | 10.8% | +12,550+2.0% | Added | History |
| ATRAptargroup, Inc. | Stock | 1,860,400 | $227.9M | 10.6% | +663,700+55.5% | Added | History |
| NICENICE Ltd. | SPONSORED ADR | 741,700 | $225.2M | 10.5% | −138,050−15.7% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 2,033,600 | $222.0M | 10.4% | +1,393,600+217.8% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 6,280,092 | $208.0M | 9.7% | −224,050−3.4% | Reduced | History |
| FISVFiserv Inc | Stock | 1,879,400 | $195.1M | 9.1% | +1,215,750+183.2% | Added | History |
| DLTRDollar Tree, Inc. | COM | 1,368,772 | $192.3M | 9.0% | −716,228−34.4% | Reduced | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 8,613,300 | $176.5M | 8.2% | +131,800+1.6% | Added | History |
| SEESealed Air Corp | COM | 1,985,823 | $134.0M | 6.2% | −1,232,250−38.3% | Reduced | History |
| GPNGlobal Payments Inc | Stock | 850,000 | $114.9M | 5.4% | +850,000 | New | History |
| CMCSAComcast Corp | Stock | 1,906,285 | $95.9M | 4.5% | −406,750−17.6% | Reduced | History |
| TTWOTake Two Interactive Software Inc | COM | 379,650 | $67.5M | 3.1% | +3,400+0.9% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 277,850 | $44.8M | 2.1% | +600+0.2% | Added | History |
| EVTCEVERTEC, Inc. | COM | 166,552 | $8.32M | 0.4% | −655,288−79.7% | Reduced | History |
Sold out since Q3 2021 (2)
Positions held at the end of Q3 2021 that are gone from this filing.