Rivulet Capital as of Dec. 31, 2021
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 14 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mastercard Incorporated Cl A (MA) | 10.8 | $232M | 646k | 359.32 | |
| Aptar (ATR) | 10.6 | $228M | 1.9M | 122.48 | |
| Nice Sponsored Adr (NICE) | 10.5 | $225M | 742k | 303.60 | |
| Fidelity National Information Services (FIS) | 10.4 | $222M | 2.0M | 109.15 | |
| Axalta Coating Sys (AXTA) | 9.7 | $208M | 6.3M | 33.12 | |
| Fiserv (FI) | 9.1 | $195M | 1.9M | 103.79 | |
| Dollar Tree (DLTR) | 9.0 | $192M | 1.4M | 140.52 | |
| Dun & Bradstreet Hldgs (DNB) | 8.2 | $177M | 8.6M | 20.49 | |
| Sealed Air (SEE) | 6.2 | $134M | 2.0M | 67.47 | |
| Global Payments (GPN) | 5.4 | $115M | 850k | 135.18 | |
| Comcast Corp Cl A (CMCSA) | 4.5 | $96M | 1.9M | 50.33 | |
| Take-Two Interactive Software (TTWO) | 3.1 | $68M | 380k | 177.72 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 2.1 | $45M | 278k | 161.10 | |
| Evertec (EVTC) | 0.4 | $8.3M | 167k | 49.98 |
