13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000919574-23-006229
Total Value
$1.60B
Positions
15
Other Managers
1
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APTARGROUP INC | ATR | 1,651,500 | $206.5M | 12.95% |
| 2 | MASTERCARD INCORPORATED | MA | 457,157 | $181.0M | 11.35% |
| 3 | NICE LTD | NCSYF | 1,001,250 | $170.2M | 10.67% |
| 4 | WORKDAY INC | WDAY | 750,350 | $161.2M | 10.11% |
| 5 | PTC INC | PTC | 833,800 | $118.1M | 7.41% |
| 6 | FIVE BELOW INC | FIVE | 697,200 | $112.2M | 7.03% |
| 7 | FISERV INC | FISV | 964,800 | $109.0M | 6.83% |
| 8 | INTUIT | INTU | 201,000 | $102.7M | 6.44% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,819,700 | $100.6M | 6.31% |
| 10 | CANADIAN NATL RY CO | 136375102 | 775,000 | $84.0M | 5.26% |
| 11 | SHERWIN WILLIAMS CO | SHW | 325,000 | $82.9M | 5.20% |
| 12 | DUN & BRADSTREET HLDGS INC | 26484T106 | 6,218,500 | $62.1M | 3.89% |
| 13 | DOLLAR TREE INC | DLTR | 446,003 | $47.5M | 2.98% |
| 14 | BLACKLINE INC | BL | 584,243 | $32.4M | 2.03% |
| 15 | DANAHER CORPORATION | 235851102 | 100,000 | $24.8M | 1.56% |