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RIVULET CAPITAL, LLC

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13F filer, CIK 1566691, PASSAIC, NJ

RIVULET CAPITAL, LLC reported $1,030,333,399 across 14 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 86.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-25-004693

Period
2025-06-30
Reported value
$1.03B
Holdings
14
Top 10 weight
86.71%
New
2
Sold out
1

Part of the filer group RIVULET CAPITAL, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SSDnew+263,550$40.9M
RUSHAnew+374,410$19.3M
CCCadded+2,039,370$19.2M
FISadded+212,600$17.3M
DHRadded+53,150$10.5M

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
SBACreduced-195,280-$45.9M
CNIexited-356,600-$34.8M
WDAYreduced-126,004-$30.2M
SGIreduced-372,200-$25.3M
MAreduced-24,750-$13.9M

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, Q2 2025

Share positions as resolved from 13F-HR 0000919574-25-004693, largest first. % of portfolio is the value over $1,030,333,399, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,650 shares; 2024Q4: 583,700 shares; 2025Q1: 780,350 shares; 2025Q2: 731,450 shares 731,450$126M12.23%-48,900Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 310,000 shares; 2025Q1: 525,600 shares; 2025Q2: 578,750 shares 578,750$114M11.1%+53,150Timeline
CPCANADIAN PACIFIC KANSAS CITYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 625,000 shares; 2024Q4: not reported; 2025Q1: 1,217,550 shares; 2025Q2: 1,340,400 shares 1,340,400$106M10.31%+122,850Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,800 shares; 2024Q4: 569,100 shares; 2025Q1: 520,050 shares; 2025Q2: 394,046 shares 394,046$94.6M9.18%-126,004Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,688,150 shares; 2024Q4: 1,424,650 shares; 2025Q1: 1,739,000 shares; 2025Q2: 1,366,800 shares 1,366,800$93M9.03%-372,200Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,007 shares; 2024Q4: 200,000 shares; 2025Q1: 164,900 shares; 2025Q2: 140,150 shares 140,150$78.8M7.64%-24,750Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 594,800 shares; 2024Q4: 533,900 shares; 2025Q1: 516,750 shares; 2025Q2: 321,470 shares 321,470$75.5M7.33%-195,280Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,081,700 shares; 2024Q4: 755,000 shares; 2025Q1: 712,500 shares; 2025Q2: 925,100 shares 925,100$75.3M7.31%+212,600Timeline
MIDDMIDDLEBY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 453,850 shares; 2024Q4: 635,000 shares; 2025Q1: 527,220 shares; 2025Q2: 470,169 shares 470,169$67.7M6.57%-57,051Timeline
NICENICE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,050 shares; 2024Q4: 463,250 shares; 2025Q1: 358,450 shares; 2025Q2: 366,550 shares 366,550$61.9M6.01%+8,100Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,500,000 shares; 2025Q1: 4,449,700 shares; 2025Q2: 6,489,070 shares 6,489,070$61.1M5.93%+2,039,370Timeline
SSDSIMPSON MFG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 263,550 shares 263,550$40.9M3.97%newTimeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 374,410 shares 374,410$19.3M1.87%newTimeline
RXORXO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 750,000 shares; 2025Q2: 995,750 shares 995,750$15.7M1.52%+245,750Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
CNICANADIAN NATL RY CO356,600$34.8Mshares

How Q2 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 0000919574-25-004693 base2025-08-14acceptance time not in the bulk data set