Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 14
- +1 vs. Q1 2025
- Portfolio value
- $1.03B
- +$8.67M (+0.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PTCPTC Inc. | Stock | 731,450 | $126.1M | 12.2% | −48,900−6.3% | Reduced | History |
| DHRDanaher Corp | Stock | 578,750 | $114.3M | 11.1% | +53,150+10.1% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,340,400 | $106.3M | 10.3% | +122,850+10.1% | Added | History |
| WDAYWorkday, Inc. | CL A | 394,046 | $94.6M | 9.2% | −126,004−24.2% | Reduced | History |
| SGISomnigroup International Inc. | COM | 1,366,800 | $93.0M | 9.0% | −372,200−21.4% | Reduced | History |
| MAMastercard Inc | Stock | 140,150 | $78.8M | 7.6% | −24,750−15.0% | Reduced | History |
| SBACSba Communications Corp | CL A | 321,470 | $75.5M | 7.3% | −195,280−37.8% | Reduced | History |
| FISFidelity National Information Services, Inc. | Stock | 925,100 | $75.3M | 7.3% | +212,600+29.8% | Added | History |
| MIDDMIDDLEBY Corp | COM | 470,169 | $67.7M | 6.6% | −57,051−10.8% | Reduced | History |
| NICENICE Ltd. | SPONSORED ADR | 366,550 | $61.9M | 6.0% | +8,100+2.3% | Added | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,489,070 | $61.1M | 5.9% | +2,039,370+45.8% | Added | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 263,550 | $40.9M | 4.0% | +263,550 | New | History |
| RUSHARush Enterprises Inc | CL A | 374,410 | $19.3M | 1.9% | +374,410 | New | History |
| RXORXO, Inc. | COMMON STOCK | 995,750 | $15.7M | 1.5% | +245,750+32.8% | Added | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.