13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003093
Total Value
$1.02B
Positions
13
Other Managers
1
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WORKDAY INC | WDAY | 520,050 | $121.4M | 11.89% |
| 2 | PTC INC | PTC | 780,350 | $120.9M | 11.84% |
| 3 | SBA COMMUNICATIONS CORP NEW | SBAC | 516,750 | $113.7M | 11.13% |
| 4 | DANAHER CORPORATION | 235851102 | 525,600 | $107.7M | 10.55% |
| 5 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,739,000 | $104.1M | 10.19% |
| 6 | MASTERCARD INCORPORATED | MA | 164,900 | $90.4M | 8.85% |
| 7 | CANADIAN PACIFIC KANSAS CITY | CP | 1,217,550 | $85.5M | 8.37% |
| 8 | MIDDLEBY CORP | MIDD | 527,220 | $80.1M | 7.84% |
| 9 | NICE LTD | NCSYF | 358,450 | $55.3M | 5.41% |
| 10 | FIDELITY NATL INFORMATION SV | 31620M106 | 712,500 | $53.2M | 5.21% |
| 11 | CCC INTELLIGENT SOLUTIONS HL | CCC | 4,449,700 | $40.2M | 3.93% |
| 12 | CANADIAN NATL RY CO | 136375102 | 356,600 | $34.8M | 3.40% |
| 13 | RXO INC | RXO | 750,000 | $14.3M | 1.40% |