Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 15
- +1 vs. Q2 2025
- Portfolio value
- $852.3M
- −$178.0M (−17.3%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DHRDanaher Corp | Stock | 515,500 | $102.2M | 12.0% | −63,250−10.9% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,205,600 | $89.8M | 10.5% | −134,800−10.1% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 363,161 | $87.4M | 10.3% | −30,885−7.8% | Reduced | History |
| SBACSba Communications Corp | CL A | 361,000 | $69.8M | 8.2% | +39,530+12.3% | Added | History |
| MIDDMIDDLEBY Corp | COM | 523,029 | $69.5M | 8.2% | +52,860+11.2% | Added | History |
| SGISomnigroup International Inc. | COM | 789,800 | $66.6M | 7.8% | −577,000−42.2% | Reduced | History |
| MAMastercard Inc | Stock | 116,450 | $66.2M | 7.8% | −23,700−16.9% | Reduced | History |
| PTCPTC Inc. | Stock | 275,950 | $56.0M | 6.6% | −455,500−62.3% | Reduced | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,084,995 | $55.4M | 6.5% | −404,075−6.2% | Reduced | History |
| NICENICE Ltd. | SPONSORED ADR | 304,550 | $44.1M | 5.2% | −62,000−16.9% | Reduced | History |
| LSTRLandstar System Inc | COM | 299,000 | $36.6M | 4.3% | +299,000 | New | History |
| FISFidelity National Information Services, Inc. | Stock | 527,275 | $34.8M | 4.1% | −397,825−43.0% | Reduced | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 204,300 | $34.2M | 4.0% | −59,250−22.5% | Reduced | History |
| COOCooper Companies, Inc. | COM | 472,750 | $32.4M | 3.8% | +472,750 | New | History |
| RUSHARush Enterprises Inc | CL A | 133,160 | $7.12M | 0.8% | −241,250−64.4% | Reduced | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.