13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000919574-24-004538
Total Value
$1.44B
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 347,157 | $153.2M | 10.60% |
| 2 | WORKDAY INC | WDAY | 615,350 | $137.6M | 9.52% |
| 3 | NICE LTD | NCSYF | 781,250 | $134.4M | 9.30% |
| 4 | APTARGROUP INC | ATR | 953,253 | $134.2M | 9.29% |
| 5 | PTC INC | PTC | 723,800 | $131.5M | 9.10% |
| 6 | SBA COMMUNICATIONS CORP NEW | SBAC | 640,000 | $125.6M | 8.70% |
| 7 | CANADIAN NATL RY CO | 136375102 | 900,000 | $106.3M | 7.36% |
| 8 | FISERV INC | FISV | 685,000 | $102.1M | 7.07% |
| 9 | SHERWIN WILLIAMS CO | SHW | 325,000 | $97.0M | 6.71% |
| 10 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,250,000 | $94.2M | 6.52% |
| 11 | NEOGEN CORP | NEOG | 4,497,942 | $70.3M | 4.87% |
| 12 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,200,000 | $69.8M | 4.83% |
| 13 | TEMPUR SEALY INTL INC | SGI | 1,300,000 | $61.5M | 4.26% |
| 14 | MIDDLEBY CORP | MIDD | 220,000 | $27.0M | 1.87% |