RIVULET CAPITAL, LLC

CIK: 0001566691SEC EDGAR →

Portfolio Value

$91K

Holdings

3

As of

Q4 2025

New Positions

2

Closed Positions

1

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
PTC

PTC INC

211,100$36.8M
40329.66%
2
WDAY

WORKDAY INC

38,250$8.2M
9009.06%
3
MA

MASTERCARD INCORPORATED

80,920$46K
50.66%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

PTC↓ Decreased
$36.7M
WDAY↓ Decreased
$8.1M
DHRCLOSED
$102K
CPCLOSED
$90K
SBACCLOSED
$70K

Closed Positions (12)

DHR
$102K · 516K shares
CP
$90K · 1.2M shares
SBAC
$70K · 361K shares
MIDD
$70K · 523K shares
TPD
$67K · 790K shares
CCC
$55K · 6.1M shares
NSY
$44K · 305K shares
LSTR
$37K · 299K shares
FIS
$35K · 527K shares
SSD
$34K · 204K shares
COO
$32K · 473K shares
RUSHA
$7K · 133K shares

Sector Breakdown

Sector# HoldingsValue%
Technology2$45.0M99.9%
Financial Services1$46K0.1%