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RIVULET CAPITAL, LLC

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13F filer, CIK 1566691, PASSAIC, NJ

RIVULET CAPITAL, LLC reported $1,021,659,832 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 91.26% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-003093

Period
2025-03-31
Reported value
$1.02B
Holdings
13
Top 10 weight
91.26%
New
3
Sold out
2

Part of the filer group RIVULET CAPITAL, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CPnew+1,217,550$85.5M
DHRadded+215,600$44.2M
CNInew+356,600$34.8M
PTCadded+196,650$30.5M
SGIadded+314,350$18.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ATRexited-385,000-$60.5M
FISVexited-150,000-$30.8M
MAreduced-35,100-$19.2M
MIDDreduced-107,780-$16.4M
NICEreduced-104,800-$16.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0000919574-25-003093, largest first. % of portfolio is the value over $1,021,659,832, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,800 shares; 2024Q4: 569,100 shares; 2025Q1: 520,050 shares 520,050$121M11.89%-49,050Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,650 shares; 2024Q4: 583,700 shares; 2025Q1: 780,350 shares 780,350$121M11.84%+196,650Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,800 shares; 2024Q4: 533,900 shares; 2025Q1: 516,750 shares 516,750$114M11.13%-17,150Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,000 shares; 2025Q1: 525,600 shares 525,600$108M10.55%+215,600Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688,150 shares; 2024Q4: 1,424,650 shares; 2025Q1: 1,739,000 shares 1,739,000$104M10.19%+314,350Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,007 shares; 2024Q4: 200,000 shares; 2025Q1: 164,900 shares 164,900$90.4M8.85%-35,100Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,000 shares; 2024Q4: not reported; 2025Q1: 1,217,550 shares 1,217,550$85.5M8.37%newTimeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,850 shares; 2024Q4: 635,000 shares; 2025Q1: 527,220 shares 527,220$80.1M7.84%-107,780Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,050 shares; 2024Q4: 463,250 shares; 2025Q1: 358,450 shares 358,450$55.3M5.41%-104,800Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081,700 shares; 2024Q4: 755,000 shares; 2025Q1: 712,500 shares 712,500$53.2M5.21%-42,500Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500,000 shares; 2025Q1: 4,449,700 shares 4,449,700$40.2M3.93%+1,949,700Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,450 shares; 2024Q4: not reported; 2025Q1: 356,600 shares 356,600$34.8M3.4%newTimeline
RXORXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750,000 shares 750,000$14.3M1.4%newTimeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ATRAPTARGROUP INC385,000$60.5Mshares
FISVFISERV INC150,000$30.8Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000919574-25-003093 base2025-05-15acceptance time not in the bulk data set