13F HOLDINGS REPORT
RIVULET CAPITAL, LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0000919574-26-001018
Total Value
$91.2M
Positions
3
Other Managers
1
Confidential Omitted
No
Holdings (3)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MASTERCARD INCORPORATED | MA | 80,920 | $46.2M | 50.66% |
| 2 | PTC INC | PTC | 211,100 | $36.8M | 40.33% |
| 3 | WORKDAY INC | WDAY | 38,250 | $8.2M | 9.01% |