Rivulet Capital as of Sept. 30, 2020
Portfolio Holdings for Rivulet Capital
Rivulet Capital holds 13 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Sealed Air (SEE) | 16.9 | $311M | 8.0M | 38.81 | |
Dollar Tree (DLTR) | 15.1 | $278M | 3.0M | 91.34 | |
Mastercard Incorporated Cl A (MA) | 10.8 | $198M | 587k | 338.17 | |
Comcast Corp Cl A (CMCSA) | 8.4 | $154M | 3.3M | 46.26 | |
Cornerstone Ondemand | 8.3 | $153M | 4.2M | 36.36 | |
Axalta Coating Sys (AXTA) | 7.2 | $133M | 6.0M | 22.17 | |
Evertec (EVTC) | 6.8 | $124M | 3.6M | 34.71 | |
Crown Holdings (CCK) | 6.1 | $112M | 1.5M | 76.86 | |
Te Connectivity Reg Shs (TEL) | 5.7 | $105M | 1.1M | 97.74 | |
Aptar (ATR) | 5.2 | $95M | 836k | 113.20 | |
Ptc (PTC) | 4.9 | $90M | 1.1M | 82.72 | |
Booking Holdings (BKNG) | 4.2 | $77M | 45k | 1710.68 | |
Bentley Sys Com Cl B (BSY) | 0.4 | $7.1M | 225k | 31.40 |