Q1 2025 · 13F-HR
RIVULET CAPITAL, LLCholdings as filed
Filed 2025-05-15 · accession 0000919574-25-003093
$1.02B
Reported value
13
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98138H101 | WDAY | WORKDAY INC | $121.4M | 11.9% | 520,050 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $120.9M | 11.8% | 780,350 | Common | SOLE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP NEW | $113.7M | 11.1% | 516,750 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $107.7M | 10.5% | 525,600 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $104.1M | 10.2% | 1,739,000 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $90.4M | 8.85% | 164,900 | Common | SOLE |
| 13646K108 | CP | CANADIAN PACIFIC KANSAS CITY | $85.5M | 8.37% | 1,217,550 | Common | SOLE |
| 596278101 | MIDD | MIDDLEBY CORP | $80.1M | 7.84% | 527,220 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $55.3M | 5.41% | 358,450 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $53.2M | 5.21% | 712,500 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $40.2M | 3.93% | 4,449,700 | Common | SOLE |
| 136375102 | CNI | CANADIAN NATL RY CO | $34.8M | 3.40% | 356,600 | Common | SOLE |
| 74982T103 | RXO | RXO INC | $14.3M | 1.40% | 750,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.