13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000919574-25-001270
Total Value
$966.5M
Positions
12
Other Managers
1
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WORKDAY INC | WDAY | 569,100 | $146.8M | 15.19% |
| 2 | SBA COMMUNICATIONS CORP NEW | SBAC | 533,900 | $108.8M | 11.26% |
| 3 | PTC INC | PTC | 583,700 | $107.3M | 11.10% |
| 4 | MASTERCARD INCORPORATED | MA | 200,000 | $105.3M | 10.90% |
| 5 | MIDDLEBY CORP | MIDD | 635,000 | $86.0M | 8.90% |
| 6 | TEMPUR SEALY INTL INC | SGI | 1,424,650 | $80.8M | 8.36% |
| 7 | NICE LTD | NCSYF | 463,250 | $78.7M | 8.14% |
| 8 | DANAHER CORPORATION | 235851102 | 310,000 | $71.2M | 7.36% |
| 9 | FIDELITY NATL INFORMATION SV | 31620M106 | 755,000 | $61.0M | 6.31% |
| 10 | APTARGROUP INC | ATR | 385,000 | $60.5M | 6.26% |
| 11 | FISERV INC | FISV | 150,000 | $30.8M | 3.19% |
| 12 | CCC INTELLIGENT SOLUTIONS HL | CCC | 2,500,000 | $29.3M | 3.03% |