Filed: 8/14/2025ACC: 0000919574-25-004693
📋 What this filing means
RIVULET CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$1.03B
Total AUM (reported)
14.76M
Total Shares
Allocation by class
COM$684.66M66.5%
CL A$268.11M26.0%
SPONSORED ADR$61.91M6.0%
COMMON STOCK$15.65M1.5%
Portfolio Concentration
Top 3$346.64M33.6%
4–10$546.76M53.1%
11–25$136.93M13.3%
Top 3 weight
33.6%
Top 10 weight
86.7%
Voting Authority Distribution
Total shares with voting rights: 14.76M
Sole
Full voting authority
14.76M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
PTC INC
SOLEShares731.45K
TypeSH
Market value$126.06M
12.23%
Sole
731.45K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares578.75K
TypeSH
Market value$114.33M
11.10%
Sole
578.75K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares1.34M
TypeSH
Market value$106.25M
10.31%
Sole
1.34M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares394.05K
TypeSH
Market value$94.57M
9.18%
Sole
394.05K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares1.37M
TypeSH
Market value$93.01M
9.03%
Sole
1.37M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares140.15K
TypeSH
Market value$78.76M
7.64%
Sole
140.15K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares321.47K
TypeSH
Market value$75.49M
7.33%
Sole
321.47K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares925.10K
TypeSH
Market value$75.31M
7.31%
Sole
925.10K
Shared
0.00
None
0.00
MIDDLEBY CORP
SOLEShares470.17K
TypeSH
Market value$67.70M
6.57%
Sole
470.17K
Shared
0.00
None
0.00
NICE LTD
SOLEShares366.55K
TypeSH
Market value$61.91M
6.01%
Sole
366.55K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares6.49M
TypeSH
Market value$61.06M
5.93%
Sole
6.49M
Shared
0.00
None
0.00
SIMPSON MFG INC
SOLEShares263.55K
TypeSH
Market value$40.93M
3.97%
Sole
263.55K
Shared
0.00
None
0.00
RUSH ENTERPRISES INC
SOLEShares374.41K
TypeSH
Market value$19.29M
1.87%
Sole
374.41K
Shared
0.00
None
0.00
RXO INC
SOLEShares995.75K
TypeSH
Market value$15.65M
1.52%
Sole
995.75K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PTC INCSOLE | COM | 731.45K | SH | $126.06M 12.23% | 731.45K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 578.75K | SH | $114.33M 11.10% | 578.75K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1.34M | SH | $106.25M 10.31% | 1.34M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 394.05K | SH | $94.57M 9.18% | 394.05K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 1.37M | SH | $93.01M 9.03% | 1.37M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 140.15K | SH | $78.76M 7.64% | 140.15K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 321.47K | SH | $75.49M 7.33% | 321.47K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 925.10K | SH | $75.31M 7.31% | 925.10K | 0.00 | 0.00 |
MIDDLEBY CORPSOLE | COM | 470.17K | SH | $67.70M 6.57% | 470.17K | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 366.55K | SH | $61.91M 6.01% | 366.55K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 6.49M | SH | $61.06M 5.93% | 6.49M | 0.00 | 0.00 |
SIMPSON MFG INCSOLE | COM | 263.55K | SH | $40.93M 3.97% | 263.55K | 0.00 | 0.00 |
RUSH ENTERPRISES INCSOLE | CL A | 374.41K | SH | $19.29M 1.87% | 374.41K | 0.00 | 0.00 |
RXO INCSOLE | COMMON STOCK | 995.75K | SH | $15.65M 1.52% | 995.75K | 0.00 | 0.00 |