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Size ($ in 1000's)
At 12/31/2023: $1,959,238
At 09/30/2023: $1,595,157
Combined Holding Report Includes:
RIVULET CAPITAL LLC
RIVULET CAPITAL MASTER FUND LTD.
Rivulet Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rivulet Capital LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Rivulet Capital LLC top holdings by largest position size, as per the latest 13f filing made by Rivulet Capital LLC.
In the Rivulet Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Rivulet Capital LLC in that top holding, then the share count change between reporting periods, and finally the Rivulet Capital LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| APTARGROUP INC |
1,651,500 |
UNCH |
$204,158 | | ATR | 1,651,500 | UNCH | $204,158 | | NICE LTD |
1,001,250 |
UNCH |
$199,759 | | NICE | 1,001,250 | UNCH | $199,759 | | MASTERCARD INCORPORATED |
417,157 |
-40,000 |
$177,922 | | MA | 417,157 | -40,000 | $177,922 | | WORKDAY INC |
555,350 |
-195,000 |
$153,310 | | WDAY | 555,350 | -195,000 | $153,310 | | FIVE BELOW INC |
697,200 |
UNCH |
$148,615 | | FIVE | 697,200 | UNCH | $148,615 | | PTC INC |
833,800 |
UNCH |
$145,882 | | PTC | 833,800 | UNCH | $145,882 | | INTUIT |
216,000 |
+15,000 |
$135,006 | | INTU | 216,000 | +15,000 | $135,006 | | FISERV INC |
964,800 |
+964,800 |
$128,164 | | FI | 964,800 | +964,800 | $128,164 | | FIDELITY NATL INFORMATION SV |
1,819,700 |
UNCH |
$109,309 | | FIS | 1,819,700 | UNCH | $109,309 | | CANADIAN NATL RY CO |
825,000 |
+50,000 |
$103,645 | | CNI | 825,000 | +50,000 | $103,645 | | SHERWIN WILLIAMS CO |
325,000 |
UNCH |
$101,368 | | SHW | 325,000 | UNCH | $101,368 | | DUN & BRADSTREET HLDGS INC |
6,218,500 |
UNCH |
$72,756 | | DNB | 6,218,500 | UNCH | $72,756 | | SBA COMMUNICATIONS CORP NEW |
250,000 |
+250,000 |
$63,422 | | SBAC | 250,000 | +250,000 | $63,422 | | DOLLAR TREE INC |
446,003 |
UNCH |
$63,355 | | DLTR | 446,003 | UNCH | $63,355 | | DANAHER CORPORATION |
250,000 |
+150,000 |
$57,835 | | DHR | 250,000 | +150,000 | $57,835 | | ANHEUSER BUSCH INBEV SA NV |
800,000 |
+800,000 |
$51,696 | | BUD | 800,000 | +800,000 | $51,696 |
See Full List: All Stocks Held By Rivulet Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Rivulet Capital LLC
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