13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000919574-24-006528
Total Value
$1.35B
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 310,007 | $153.1M | 11.30% |
| 2 | WORKDAY INC | WDAY | 611,800 | $149.5M | 11.04% |
| 3 | SBA COMMUNICATIONS CORP NEW | SBAC | 594,800 | $143.2M | 10.57% |
| 4 | PTC INC | PTC | 722,650 | $130.6M | 9.64% |
| 5 | NICE LTD | NCSYF | 616,050 | $107.0M | 7.90% |
| 6 | APTARGROUP INC | ATR | 620,903 | $99.5M | 7.34% |
| 7 | CANADIAN NATL RY CO | 136375102 | 836,450 | $98.0M | 7.23% |
| 8 | TEMPUR SEALY INTL INC | SGI | 1,688,150 | $92.2M | 6.80% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 1,081,700 | $90.6M | 6.69% |
| 10 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 1,115,250 | $73.9M | 5.46% |
| 11 | FISERV INC | FISV | 401,600 | $72.1M | 5.33% |
| 12 | MIDDLEBY CORP | MIDD | 453,850 | $63.1M | 4.66% |
| 13 | CANADIAN PACIFIC KANSAS CITY | CP | 625,000 | $53.5M | 3.95% |
| 14 | NEOGEN CORP | NEOG | 1,688,000 | $28.4M | 2.09% |