Q4 2024 · 13F-HR
RIVULET CAPITAL, LLCholdings as filed
Filed 2025-02-14 · accession 0000919574-25-001270
$966.5M
Reported value
12
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 98138H101 | WDAY | WORKDAY INC | $146.8M | 15.2% | 569,100 | Common | SOLE |
| 78410G104 | SBAC | SBA COMMUNICATIONS CORP NEW | $108.8M | 11.3% | 533,900 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $107.3M | 11.1% | 583,700 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $105.3M | 10.9% | 200,000 | Common | SOLE |
| 596278101 | MIDD | MIDDLEBY CORP | $86.0M | 8.90% | 635,000 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $80.8M | 8.36% | 1,424,650 | Common | SOLE |
| 653656108 | NICE | NICE LTD | $78.7M | 8.14% | 463,250 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $71.2M | 7.36% | 310,000 | Common | SOLE |
| 31620M106 | FIS | FIDELITY NATL INFORMATION SV | $61.0M | 6.31% | 755,000 | Common | SOLE |
| 038336103 | ATR | APTARGROUP INC | $60.5M | 6.26% | 385,000 | Common | SOLE |
| 337738108 | FISV | FISERV INC | $30.8M | 3.19% | 150,000 | Common | SOLE |
| 12510Q100 | CCC | CCC INTELLIGENT SOLUTIONS HL | $29.3M | 3.03% | 2,500,000 | 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.