13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000919574-23-004637
Total Value
$1.64B
Positions
13
Other Managers
1
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WORKDAY INC | WDAY | 1,119,150 | $252.8M | 15.40% |
| 2 | APTARGROUP INC | ATR | 1,651,500 | $191.3M | 11.66% |
| 3 | NICE LTD | NCSYF | 926,250 | $191.3M | 11.65% |
| 4 | MASTERCARD INCORPORATED | MA | 457,157 | $179.8M | 10.95% |
| 5 | FISERV INC | FISV | 1,164,800 | $146.9M | 8.95% |
| 6 | PTC INC | PTC | 833,800 | $118.6M | 7.23% |
| 7 | FIVE BELOW INC | FIVE | 602,200 | $118.4M | 7.21% |
| 8 | INTUIT | INTU | 230,000 | $105.4M | 6.42% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,819,700 | $99.5M | 6.06% |
| 10 | SHERWIN WILLIAMS CO | SHW | 325,000 | $86.3M | 5.26% |
| 11 | DUN & BRADSTREET HLDGS INC | 26484T106 | 6,218,500 | $71.9M | 4.38% |
| 12 | DOLLAR TREE INC | DLTR | 446,003 | $64.0M | 3.90% |
| 13 | BLACKLINE INC | BL | 285,000 | $15.3M | 0.93% |