Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 18
- +3 vs. Q1 2022
- Portfolio value
- $1.92B
- −$46.4M (−2.4%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ATRAptargroup, Inc. | Stock | 1,776,450 | $183.3M | 9.5% | −92,750−5.0% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 1,978,650 | $181.4M | 9.4% | −65,900−3.2% | Reduced | History |
| FISVFiserv Inc | Stock | 1,828,250 | $162.7M | 8.5% | −61,500−3.3% | Reduced | History |
| MAMastercard Inc | Stock | 502,007 | $158.4M | 8.2% | −88,250−15.0% | Reduced | History |
| NICENICE Ltd. | SPONSORED ADR | 799,000 | $153.8M | 8.0% | +145,450+22.3% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 5,629,992 | $124.5M | 6.5% | −296,500−5.0% | Reduced | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 7,914,650 | $119.0M | 6.2% | −422,300−5.1% | Reduced | History |
| DLTRDollar Tree, Inc. | COM | 685,706 | $106.9M | 5.6% | −314,150−31.4% | Reduced | History |
| CMCSAComcast Corp | Stock | 2,515,285 | $98.7M | 5.1% | +636,800+33.9% | Added | History |
| GPNGlobal Payments Inc | Stock | 828,200 | $91.6M | 4.8% | −27,100−3.2% | Reduced | History |
| FICOFair Isaac Corp | COM | 224,400 | $90.0M | 4.7% | +94,200+72.4% | Added | History |
| LBRDKLiberty Broadband Corp | COM SER C | 758,800 | $87.7M | 4.6% | +258,350+51.6% | Added | History |
| AVLRAvalara, Inc. | COM | 1,200,600 | $84.8M | 4.4% | +1,200,600 | New | History |
| CLVTClarivate PLC | ORD SHS | 6,022,400 | $83.5M | 4.3% | +913,400+17.9% | Added | History |
| PTCPTC Inc. | Stock | 586,550 | $62.4M | 3.2% | +586,550 | New | History |
| TTWOTake Two Interactive Software Inc | COM | 413,050 | $50.6M | 2.6% | −21,600−5.0% | Reduced | History |
| FIVEFive Below, Inc | COM | 370,600 | $42.0M | 2.2% | +370,600 | New | History |
| SEESealed Air Corp | COM | 686,773 | $39.6M | 2.1% | −190,650−21.7% | Reduced | History |