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RIVULET CAPITAL, LLC

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13F filer, CIK 1566691, PASSAIC, NJ

RIVULET CAPITAL, LLC reported $91,186,676 across 3 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000919574-26-001018

Period
2025-12-31
Reported value
$91.2M
Holdings
3
Top 10 weight
100%
New
0
Sold out
12

Part of the filer group RIVULET CAPITAL, LLC

How groups are built

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DHRexited-515,500-$102M
CPexited-1,205,600-$89.8M
SBACexited-361,000-$69.8M
WDAYreduced-324,911-$69.8M
MIDDexited-523,029-$69.5M

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.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0000919574-26-001018, largest first. % of portfolio is the value over $91,186,676, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,007 shares; 2024Q4: 200,000 shares; 2025Q1: 164,900 shares; 2025Q2: 140,150 shares; 2025Q3: 116,450 shares; 2025Q4: 80,920 shares 80,920$46.2M50.66%-35,530Timeline
PTCPTC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 722,650 shares; 2024Q4: 583,700 shares; 2025Q1: 780,350 shares; 2025Q2: 731,450 shares; 2025Q3: 275,950 shares; 2025Q4: 211,100 shares 211,100$36.8M40.33%-64,850Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 611,800 shares; 2024Q4: 569,100 shares; 2025Q1: 520,050 shares; 2025Q2: 394,046 shares; 2025Q3: 363,161 shares; 2025Q4: 38,250 shares 38,250$8.22M9.01%-324,911Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
DHRDANAHER CORP DEL515,500$102Mshares
CPCANADIAN PACIFIC KANSAS CITY1,205,600$89.8Mshares
SBACSBA COMMUNICATIONS CORP361,000$69.8Mshares
MIDDMIDDLEBY CORP523,029$69.5Mshares
SGISOMNIGROUP INTERNATIONAL INC789,800$66.6Mshares
CCCCCC INTELLIGENT SOLUTIONS HL6,084,995$55.4Mshares
NICENICE LTD304,550$44.1Mshares
LSTRLANDSTAR SYS INC299,000$36.6Mshares
FISFIDELITY NATL INFORMATION SV527,275$34.8Mshares
SSDSIMPSON MFG INC204,300$34.2Mshares
COOCOOPER COS INC472,750$32.4Mshares
RUSHARUSH ENTERPRISES INC133,160$7.12Mshares

How Q4 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 0000919574-26-001018 base2026-02-17acceptance time not in the bulk data set