Rivulet Capital, LLC
- SEC CIK
- 0001566691
- Latest filing
- Jul 24, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 3
- −12 vs. Q3 2025
- Portfolio value
- $91.2M
- −$761.1M (−89.3%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 80,920 | $46.2M | 50.7% | −35,530−30.5% | Reduced | History |
| PTCPTC Inc. | Stock | 211,100 | $36.8M | 40.3% | −64,850−23.5% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 38,250 | $8.22M | 9.0% | −324,911−89.5% | Reduced | History |
Sold out since Q3 2025 (12)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| DHRDanaher Corp | Stock | 515,500 | $102.2M | 12.0% | History |
| CPCanadian Pacific Kansas City Ltd | COM | 1,205,600 | $89.8M | 10.5% | History |
| SBACSba Communications Corp | CL A | 361,000 | $69.8M | 8.2% | History |
| MIDDMIDDLEBY Corp | COM | 523,029 | $69.5M | 8.2% | History |
| SGISomnigroup International Inc. | COM | 789,800 | $66.6M | 7.8% | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 6,084,995 | $55.4M | 6.5% | History |
| NICENICE Ltd. | SPONSORED ADR | 304,550 | $44.1M | 5.2% | History |
| LSTRLandstar System Inc | COM | 299,000 | $36.6M | 4.3% | History |
| FISFidelity National Information Services, Inc. | Stock | 527,275 | $34.8M | 4.1% | History |
| SSDSimpson Manufacturing Co., Inc. | COM | 204,300 | $34.2M | 4.0% | History |
| COOCooper Companies, Inc. | COM | 472,750 | $32.4M | 3.8% | History |
| RUSHARush Enterprises Inc | CL A | 133,160 | $7.12M | 0.8% | History |