RIVULET CAPITAL, LLC 13F Holdings

CIK 0001566691 · NEW YORK, NY

As of Sep 30, 2025, RIVULET CAPITAL, LLC reported 15 positions worth $852.3M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
DANAHER CORPDHRHealthcare515,500 02.2M11.99%
CANADIAN PACIFIC KANSAS CITY LTDCPIndustrials1,205,600$89.8M10.54%
WORKDAY INCWDAYTechnology363,161$87.4M10.26%
SBA COMMUNICATIONS CORPSBACReal Estate361,000$69.8M8.19%
MIDDLEBY CORPMIDDIndustrials523,029$69.5M8.16%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical789,800$66.6M7.81%
MASTERCARD INCMAFinancial Services116,450$66.2M7.77%
PTC INCPTCTechnology275,950$56.0M6.57%
CCC INTELLIGENT SOLUTIONS HOLDINGS INCCCCTechnology6,084,995$55.4M6.50%
NICE LTDNICETechnology304,550$44.1M5.17%
LANDSTAR SYSTEM INCLSTRIndustrials299,000$36.6M4.30%
FIDELITY NATIONAL INFORMATION SERVICES INCFISTechnology527,275$34.8M4.08%
SIMPSON MANUFACTURING CO INCSSDBasic Materials204,300$34.2M4.01%
COOPER COMPANIES INCCOOHealthcare472,750$32.4M3.80%
RUSH ENTERPRISES INCRUSHAConsumer Cyclical133,160$7.1M0.84%