RIVULET CAPITAL, LLC

CIK: 0001566691SEC EDGAR →

Portfolio Value

$91.2M

Holdings

3

As of

Q4 2025

New Positions

2

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
MA

MASTERCARD INCORPORATED

80,920$46.2M
50.66%
2
PTC

PTC INC

211,100$36.8M
40.33%
3
WDAY

WORKDAY INC

38,250$8.2M
9.01%

Quarterly Changes

Top Buys

No buys this quarter

Top Sells

DHRCLOSED
$102.2M
CPCLOSED
$89.8M
WDAY↓ Decreased
$79.2M
SBACCLOSED
$69.8M
MIDDCLOSED
$69.5M

Closed Positions (12)

DHR
$102.2M · 516K shares
CP
$89.8M · 1.2M shares
SBAC
$69.8M · 361K shares
MIDD
$69.5M · 523K shares
TPD
$66.6M · 790K shares
CCC
$55.4M · 6.1M shares
NSY
$44.1M · 305K shares
LSTR
$36.6M · 299K shares
FIS
$34.8M · 527K shares
SSD
$34.2M · 204K shares
COO
$32.4M · 473K shares
RUSHA
$7.1M · 133K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services1$46.2M50.7%
Technology2$45.0M49.3%