Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 14
- −2 vs. Q3 2022
- Portfolio value
- $1.63B
- −$2.60M (−0.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WDAYWorkday, Inc. | CL A | 1,119,150 | $187.3M | 11.5% | +210,000+23.1% | Added | History |
| ATRAptargroup, Inc. | Stock | 1,651,500 | $181.6M | 11.2% | −41,000−2.4% | Reduced | History |
| NICENICE Ltd. | SPONSORED ADR | 871,250 | $167.5M | 10.3% | +25,000+3.0% | Added | History |
| MAMastercard Inc | Stock | 457,157 | $159.0M | 9.8% | −11,350−2.4% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 2,319,700 | $157.4M | 9.7% | +75,000+3.3% | Added | History |
| FIVEFive Below, Inc | COM | 814,700 | $144.1M | 8.9% | +1000.0% | Added | History |
| FISVFiserv Inc | Stock | 1,414,800 | $143.0M | 8.8% | −35,100−2.4% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,353,100 | $96.4M | 5.9% | +175,000+14.9% | Added | History |
| AXTAAxalta Coating Systems Ltd. | COM | 3,493,823 | $89.0M | 5.5% | −1,673,319−32.4% | Reduced | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 6,218,500 | $76.2M | 4.7% | −820,400−11.7% | Reduced | History |
| PTCPTC Inc. | Stock | 558,800 | $67.1M | 4.1% | 00.0% | Unchanged | History |
| FICOFair Isaac Corp | COM | 97,550 | $58.4M | 3.6% | −77,250−44.2% | Reduced | History |
| CLVTClarivate PLC | ORD SHS | 6,929,450 | $57.8M | 3.5% | +500,000+7.8% | Added | History |
| DLTRDollar Tree, Inc. | COM | 306,003 | $43.3M | 2.7% | −238,200−43.8% | Reduced | History |
Sold out since Q3 2022 (2)
Positions held at the end of Q3 2022 that are gone from this filing.