Filed: 11/14/2025ACC: 0000919574-25-006897
📋 What this filing means
RIVULET CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $852.31M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$852.31M
Total AUM (reported)
12.18M
Total Shares
Allocation by class
COM$577.63M67.8%
CL A$230.58M27.1%
SPONSORED ADR$44.09M5.2%
Portfolio Concentration
Top 3$279.43M32.8%
4–10$427.72M50.2%
11–25$145.16M17.0%
Top 3 weight
32.8%
Top 10 weight
83.0%
Voting Authority Distribution
Total shares with voting rights: 12.18M
Sole
Full voting authority
12.18M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
DANAHER CORPORATION
SOLEShares515.50K
TypeSH
Market value$102.20M
11.99%
Sole
515.50K
Shared
0.00
None
0.00
CANADIAN PACIFIC KANSAS CITY
SOLEShares1.21M
TypeSH
Market value$89.81M
10.54%
Sole
1.21M
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares363.16K
TypeSH
Market value$87.42M
10.26%
Sole
363.16K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares361K
TypeSH
Market value$69.80M
8.19%
Sole
361K
Shared
0.00
None
0.00
MIDDLEBY CORP
SOLEShares523.03K
TypeSH
Market value$69.53M
8.16%
Sole
523.03K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares789.80K
TypeSH
Market value$66.60M
7.81%
Sole
789.80K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares116.45K
TypeSH
Market value$66.24M
7.77%
Sole
116.45K
Shared
0.00
None
0.00
PTC INC
SOLEShares275.95K
TypeSH
Market value$56.02M
6.57%
Sole
275.95K
Shared
0.00
None
0.00
CCC INTELLIGENT SOLUTIONS HL
SOLEShares6.08M
TypeSH
Market value$55.43M
6.50%
Sole
6.08M
Shared
0.00
None
0.00
NICE LTD
SOLEShares304.55K
TypeSH
Market value$44.09M
5.17%
Sole
304.55K
Shared
0.00
None
0.00
LANDSTAR SYS INC
SOLEShares299K
TypeSH
Market value$36.65M
4.30%
Sole
299K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares527.27K
TypeSH
Market value$34.77M
4.08%
Sole
527.27K
Shared
0.00
None
0.00
SIMPSON MFG INC
SOLEShares204.30K
TypeSH
Market value$34.21M
4.01%
Sole
204.30K
Shared
0.00
None
0.00
COOPER COS INC
SOLEShares472.75K
TypeSH
Market value$32.41M
3.80%
Sole
472.75K
Shared
0.00
None
0.00
RUSH ENTERPRISES INC
SOLEShares133.16K
TypeSH
Market value$7.12M
0.84%
Sole
133.16K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DANAHER CORPORATIONSOLE | COM | 515.50K | SH | $102.20M 11.99% | 515.50K | 0.00 | 0.00 |
CANADIAN PACIFIC KANSAS CITYSOLE | COM | 1.21M | SH | $89.81M 10.54% | 1.21M | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 363.16K | SH | $87.42M 10.26% | 363.16K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 361K | SH | $69.80M 8.19% | 361K | 0.00 | 0.00 |
MIDDLEBY CORPSOLE | COM | 523.03K | SH | $69.53M 8.16% | 523.03K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 789.80K | SH | $66.60M 7.81% | 789.80K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 116.45K | SH | $66.24M 7.77% | 116.45K | 0.00 | 0.00 |
PTC INCSOLE | COM | 275.95K | SH | $56.02M 6.57% | 275.95K | 0.00 | 0.00 |
CCC INTELLIGENT SOLUTIONS HLSOLE | COM | 6.08M | SH | $55.43M 6.50% | 6.08M | 0.00 | 0.00 |
NICE LTDSOLE | SPONSORED ADR | 304.55K | SH | $44.09M 5.17% | 304.55K | 0.00 | 0.00 |
LANDSTAR SYS INCSOLE | COM | 299K | SH | $36.65M 4.30% | 299K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 527.27K | SH | $34.77M 4.08% | 527.27K | 0.00 | 0.00 |
SIMPSON MFG INCSOLE | COM | 204.30K | SH | $34.21M 4.01% | 204.30K | 0.00 | 0.00 |
COOPER COS INCSOLE | COM | 472.75K | SH | $32.41M 3.80% | 472.75K | 0.00 | 0.00 |
RUSH ENTERPRISES INCSOLE | CL A | 133.16K | SH | $7.12M 0.84% | 133.16K | 0.00 | 0.00 |