Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 14
- −2 vs. Q1 2024
- Portfolio value
- $1.44B
- −$550.9M (−27.6%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 347,157 | $153.2M | 10.6% | −70,000−16.8% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 615,350 | $137.6M | 9.5% | +190,000+44.7% | Added | History |
| NICENICE Ltd. | SPONSORED ADR | 781,250 | $134.4M | 9.3% | −100,000−11.3% | Reduced | History |
| ATRAptargroup, Inc. | Stock | 953,253 | $134.2M | 9.3% | −562,514−37.1% | Reduced | History |
| PTCPTC Inc. | Stock | 723,800 | $131.5M | 9.1% | −110,000−13.2% | Reduced | History |
| SBACSba Communications Corp | CL A | 640,000 | $125.6M | 8.7% | +85,000+15.3% | Added | History |
| CNICanadian National Railway Co | Stock | 900,000 | $106.3M | 7.4% | +75,000+9.1% | Added | History |
| FISVFiserv Inc | Stock | 685,000 | $102.1M | 7.1% | −279,800−29.0% | Reduced | History |
| SHWSherwin Williams Co | COM | 325,000 | $97.0M | 6.7% | 00.0% | Unchanged | History |
| FISFidelity National Information Services, Inc. | Stock | 1,250,000 | $94.2M | 6.5% | −569,700−31.3% | Reduced | History |
| NEOGNeogen Corp | COM | 4,497,942 | $70.3M | 4.9% | −1,402,058−23.8% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,200,000 | $69.8M | 4.8% | 00.0% | Unchanged | History |
| SGISomnigroup International Inc. | COM | 1,300,000 | $61.5M | 4.3% | +600,000+85.7% | Added | History |
| MIDDMIDDLEBY Corp | COM | 220,000 | $27.0M | 1.9% | +220,000 | New | History |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.