13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000919574-25-006897
Total Value
$852.3M
Positions
15
Other Managers
1
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DANAHER CORPORATION | 235851102 | 515,500 | $102.2M | 11.99% |
| 2 | CANADIAN PACIFIC KANSAS CITY | CP | 1,205,600 | $89.8M | 10.54% |
| 3 | WORKDAY INC | WDAY | 363,161 | $87.4M | 10.26% |
| 4 | SBA COMMUNICATIONS CORP NEW | SBAC | 361,000 | $69.8M | 8.19% |
| 5 | MIDDLEBY CORP | MIDD | 523,029 | $69.5M | 8.16% |
| 6 | SOMNIGROUP INTERNATIONAL INC | SGI | 789,800 | $66.6M | 7.81% |
| 7 | MASTERCARD INCORPORATED | MA | 116,450 | $66.2M | 7.77% |
| 8 | PTC INC | PTC | 275,950 | $56.0M | 6.57% |
| 9 | CCC INTELLIGENT SOLUTIONS HL | CCC | 6,084,995 | $55.4M | 6.50% |
| 10 | NICE LTD | NCSYF | 304,550 | $44.1M | 5.17% |
| 11 | LANDSTAR SYS INC | LSTR | 299,000 | $36.6M | 4.30% |
| 12 | FIDELITY NATL INFORMATION SV | 31620M106 | 527,275 | $34.8M | 4.08% |
| 13 | SIMPSON MFG INC | 829073105 | 204,300 | $34.2M | 4.01% |
| 14 | COOPER COS INC | 216648501 | 472,750 | $32.4M | 3.80% |
| 15 | RUSH ENTERPRISES INC | RUSHB | 133,160 | $7.1M | 0.84% |