MondegarAI
RIVULET CAPITAL, LLC

Q4 2025 · 13F-HR

RIVULET CAPITAL, LLCholdings as filed

Filed 2026-02-17 · accession 0000919574-26-001018

$91.2M
Reported value
3
Positions
2025-12-31
Period end
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The Brief · RIVULET CAPITAL, LLC · Q4 2025

AI · grounded in 13F

RIVULET CAPITAL, LLC closed its position in DHR, reducing exposure by $102.2M. The fund also exited positions in CP and SBAC, selling $89.8M and $69.8M respectively. Additionally, the fund closed positions in MIDD and SGI and trimmed its holding in WDAY by 89.47%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
57636Q104MAMASTERCARD INCORPORATED$46.2M50.7%80,920CommonSOLE
69370C100PTCPTC INC$36.8M40.3%211,100CommonSOLE
98138H101WDAYWORKDAY INC$8.2M9.01%38,250CommonSOLE

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.