Filer Name: RIVULET CAPITAL, LLC
CIK: 1566691
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 12
Portfolio Value: $0.97B

Rivulet Capital, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
WDAY US WORKDAY INC-CLASS A 569,100 $147M 15.19% -7.0% -
SBAC US SBA COMMUNICATIONS CORP 533,900 $109M 11.26% -10.2% -
PTC US PTC INC 583,700 $107M 11.10% -19.2% -
MA US MASTERCARD INC - A 200,000 $105M 10.90% -35.5% -
MIDD US MIDDLEBY CORP 635,000 $86M 8.90% 39.9% -
TPX US TEMPUR SEALY INTERNATIONAL I 1,424,650 $81M 8.36% -15.6% -
NICE US NICE LTD - SPON ADR 463,250 $79M 8.14% -24.8% -
DHR US DANAHER CORP 310,000 $71M 7.36% 100.0% -
FIS US FIDELITY NATIONAL INFO SERV 755,000 $61M 6.31% -30.2% -
ATR US APTARGROUP INC 385,000 $60M 6.26% -38.0% -
FI US FISERV INC 150,000 $31M 3.19% -62.6% -
CCCS US CCC INTELLIGENT SOLUTIONS HO 2,500,000 $29M 3.03% 100.0% -
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