Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 14
- 0 vs. Q2 2024
- Portfolio value
- $1.35B
- −$90.0M (−6.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 310,007 | $153.1M | 11.3% | −37,150−10.7% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 611,800 | $149.5M | 11.0% | −3,550−0.6% | Reduced | History |
| SBACSba Communications Corp | CL A | 594,800 | $143.2M | 10.6% | −45,200−7.1% | Reduced | History |
| PTCPTC Inc. | Stock | 722,650 | $130.6M | 9.6% | −1,150−0.2% | Reduced | History |
| NICENICE Ltd. | SPONSORED ADR | 616,050 | $107.0M | 7.9% | −165,200−21.1% | Reduced | History |
| ATRAptargroup, Inc. | Stock | 620,903 | $99.5M | 7.3% | −332,350−34.9% | Reduced | History |
| CNICanadian National Railway Co | Stock | 836,450 | $98.0M | 7.2% | −63,550−7.1% | Reduced | History |
| SGISomnigroup International Inc. | COM | 1,688,150 | $92.2M | 6.8% | +388,150+29.9% | Added | History |
| FISFidelity National Information Services, Inc. | Stock | 1,081,700 | $90.6M | 6.7% | −168,300−13.5% | Reduced | History |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,115,250 | $73.9M | 5.5% | −84,750−7.1% | Reduced | History |
| FISVFiserv Inc | Stock | 401,600 | $72.1M | 5.3% | −283,400−41.4% | Reduced | History |
| MIDDMIDDLEBY Corp | COM | 453,850 | $63.1M | 4.7% | +233,850+106.3% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 625,000 | $53.5M | 3.9% | +625,000 | New | History |
| NEOGNeogen Corp | COM | 1,688,000 | $28.4M | 2.1% | −2,809,942−62.5% | Reduced | History |
Sold out since Q2 2024 (1)
Positions held at the end of Q2 2024 that are gone from this filing.