13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000919574-24-003055
Total Value
$2.00B
Positions
16
Other Managers
1
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NICE LTD | NCSYF | 881,250 | $229.7M | 11.51% |
| 2 | APTARGROUP INC | ATR | 1,515,767 | $218.1M | 10.93% |
| 3 | MASTERCARD INCORPORATED | MA | 417,157 | $200.9M | 10.07% |
| 4 | PTC INC | PTC | 833,800 | $157.5M | 7.89% |
| 5 | FISERV INC | FISV | 964,800 | $154.2M | 7.73% |
| 6 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,819,700 | $135.0M | 6.76% |
| 7 | SBA COMMUNICATIONS CORP NEW | SBAC | 555,000 | $120.3M | 6.03% |
| 8 | WORKDAY INC | WDAY | 425,350 | $116.0M | 5.81% |
| 9 | SHERWIN WILLIAMS CO | SHW | 325,000 | $112.9M | 5.66% |
| 10 | CANADIAN NATL RY CO | 136375102 | 825,000 | $108.7M | 5.45% |
| 11 | INTUIT | INTU | 158,000 | $102.7M | 5.15% |
| 12 | NEOGEN CORP | NEOG | 5,900,000 | $93.1M | 4.67% |
| 13 | FIVE BELOW INC | FIVE | 492,200 | $89.3M | 4.47% |
| 14 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,200,000 | $72.9M | 3.66% |
| 15 | BLACKLINE INC | BL | 689,243 | $44.5M | 2.23% |
| 16 | TEMPUR SEALY INTL INC | SGI | 700,000 | $39.8M | 1.99% |