Filed: 2/14/2025ACC: 0000919574-25-001270
📋 What this filing means
RIVULET CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $966.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$966.51M
Total AUM (reported)
8.51M
Total Shares
Allocation by class
COM$526.86M54.5%
CL A$360.97M37.3%
SPONSORED ADR$78.68M8.1%
Portfolio Concentration
Top 3$362.98M37.6%
4–10$543.39M56.2%
11–25$60.14M6.2%
Top 3 weight
37.6%
Top 10 weight
93.8%
Voting Authority Distribution
Total shares with voting rights: 8.51M
Sole
Full voting authority
8.51M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
WORKDAY INC
SOLEShares569.10K
TypeSH
Market value$146.84M
15.19%
Sole
569.10K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares533.90K
TypeSH
Market value$108.81M
11.26%
Sole
533.90K
Shared
0.00
None
0.00
PTC INC
SOLEShares583.70K
TypeSH
Market value$107.32M
11.10%
Sole
583.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares200K
TypeSH
Market value$105.31M
10.90%
Sole
200K
Shared
0.00
None
0.00
MIDDLEBY CORP
SOLEShares635K
TypeSH
Market value$86.01M
8.90%
Sole
635K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares1.42M
TypeSH
Market value$80.76M
8.36%
Sole
1.42M
Shared
0.00
None
0.00
NICE LTD
SOLEShares463.25K
TypeSH
Market value$78.68M
8.14%
Sole
463.25K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares310K
TypeSH
Market value$71.16M
7.36%
Sole
310K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares755K
TypeSH
Market value$60.98M
6.31%
Sole
755K
Shared
0.00
None
0.00
APTARGROUP INC
SOLEShares385K
TypeSH
Market value$60.48M
6.26%
Sole
385K
Shared
0.00
None
0.00
FISERV INC
SOLEShares150K
TypeSH
Market value$30.81M
3.19%
Sole
150K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares2.50M
TypeSH
Market value$29.32M
3.03%
Sole
2.50M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WORKDAY INCSOLE | CL A | 569.10K | SH | $146.84M 15.19% | 569.10K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 533.90K | SH | $108.81M 11.26% | 533.90K | 0.00 | 0.00 |
PTC INCSOLE | COM | 583.70K | SH | $107.32M 11.10% | 583.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 200K | SH | $105.31M 10.90% | 200K | 0.00 | 0.00 |
MIDDLEBY CORPSOLE | COM | 635K | SH | $86.01M 8.90% | 635K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 1.42M | SH | $80.76M 8.36% | 1.42M | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 463.25K | SH | $78.68M 8.14% | 463.25K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 310K | SH | $71.16M 7.36% | 310K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 755K | SH | $60.98M 6.31% | 755K | 0.00 | 0.00 |
APTARGROUP INCSOLE | COM | 385K | SH | $60.48M 6.26% | 385K | 0.00 | 0.00 |
FISERV INCSOLE | COM | 150K | SH | $30.81M 3.19% | 150K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 2.50M | SH | $29.32M 3.03% | 2.50M | 0.00 | 0.00 |