13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000919574-23-001254
Total Value
$1.63B
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WORKDAY INC | WDAY | 1,119,150 | $187.3M | 11.50% |
| 2 | APTARGROUP INC | ATR | 1,651,500 | $181.6M | 11.16% |
| 3 | NICE LTD | NCSYF | 871,250 | $167.5M | 10.29% |
| 4 | MASTERCARD INCORPORATED | MA | 457,157 | $159.0M | 9.76% |
| 5 | FIDELITY NATL INFORMATION SV | 31620M106 | 2,319,700 | $157.4M | 9.67% |
| 6 | FIVE BELOW INC | FIVE | 814,700 | $144.1M | 8.85% |
| 7 | FISERV INC | FISV | 1,414,800 | $143.0M | 8.78% |
| 8 | PAYPAL HLDGS INC | PYPL | 1,353,100 | $96.4M | 5.92% |
| 9 | AXALTA COATING SYS LTD | AXTA | 3,493,823 | $89.0M | 5.47% |
| 10 | DUN & BRADSTREET HLDGS INC | 26484T106 | 6,218,500 | $76.2M | 4.68% |
| 11 | PTC INC | PTC | 558,800 | $67.1M | 4.12% |
| 12 | FAIR ISAAC CORP | FICO | 97,550 | $58.4M | 3.59% |
| 13 | CLARIVATE PLC | CLVT | 6,929,450 | $57.8M | 3.55% |
| 14 | DOLLAR TREE INC | DLTR | 306,003 | $43.3M | 2.66% |