13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000919574-25-004693
Total Value
$1.03B
Positions
14
Other Managers
1
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PTC INC | PTC | 731,450 | $126.1M | 12.23% |
| 2 | DANAHER CORPORATION | 235851102 | 578,750 | $114.3M | 11.10% |
| 3 | CANADIAN PACIFIC KANSAS CITY | CP | 1,340,400 | $106.3M | 10.31% |
| 4 | WORKDAY INC | WDAY | 394,046 | $94.6M | 9.18% |
| 5 | SOMNIGROUP INTERNATIONAL INC | SGI | 1,366,800 | $93.0M | 9.03% |
| 6 | MASTERCARD INCORPORATED | MA | 140,150 | $78.8M | 7.64% |
| 7 | SBA COMMUNICATIONS CORP NEW | SBAC | 321,470 | $75.5M | 7.33% |
| 8 | FIDELITY NATL INFORMATION SV | 31620M106 | 925,100 | $75.3M | 7.31% |
| 9 | MIDDLEBY CORP | MIDD | 470,169 | $67.7M | 6.57% |
| 10 | NICE LTD | NCSYF | 366,550 | $61.9M | 6.01% |
| 11 | CCC INTELLIGENT SOLUTIONS HL | CCC | 6,489,070 | $61.1M | 5.93% |
| 12 | SIMPSON MFG INC | 829073105 | 263,550 | $40.9M | 3.97% |
| 13 | RUSH ENTERPRISES INC | RUSHB | 374,410 | $19.3M | 1.87% |
| 14 | RXO INC | RXO | 995,750 | $15.7M | 1.52% |