Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 15
- +2 vs. Q2 2023
- Portfolio value
- $1.60B
- −$46.5M (−2.8%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ATRAptargroup, Inc. | Stock | 1,651,500 | $206.5M | 12.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 457,157 | $181.0M | 11.3% | 00.0% | Unchanged | History |
| NICENICE Ltd. | SPONSORED ADR | 1,001,250 | $170.2M | 10.7% | +75,000+8.1% | Added | History |
| WDAYWorkday, Inc. | CL A | 750,350 | $161.2M | 10.1% | −368,800−33.0% | Reduced | History |
| PTCPTC Inc. | Stock | 833,800 | $118.1M | 7.4% | 00.0% | Unchanged | History |
| FIVEFive Below, Inc | COM | 697,200 | $112.2M | 7.0% | +95,000+15.8% | Added | History |
| FISVFiserv Inc | Stock | 964,800 | $109.0M | 6.8% | −200,000−17.2% | Reduced | History |
| INTUIntuit Inc. | Stock | 201,000 | $102.7M | 6.4% | −29,000−12.6% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 1,819,700 | $100.6M | 6.3% | 00.0% | Unchanged | History |
| CNICanadian National Railway Co | Stock | 775,000 | $84.0M | 5.3% | +775,000 | New | History |
| SHWSherwin Williams Co | COM | 325,000 | $82.9M | 5.2% | 00.0% | Unchanged | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 6,218,500 | $62.1M | 3.9% | 00.0% | Unchanged | History |
| DLTRDollar Tree, Inc. | COM | 446,003 | $47.5M | 3.0% | 00.0% | Unchanged | History |
| BLBlackline, Inc. | COM | 584,243 | $32.4M | 2.0% | +299,243+105.0% | Added | History |
| DHRDanaher Corp | Stock | 100,000 | $24.8M | 1.6% | +100,000 | New | History |