Rivulet Capital, LLC

Investment Portfolio & 13F Holdings Analysis

About

RIVULET CAPITAL, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 13 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "RXO",
  "CCCS",
  null,
  "CP.TO",
  "NICE",
  "MA",
  "FIS",
  "SBAC",
  "MIDD",
  "WDAY",
  "PTC",
  "CNI",
  "DHR"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 13
Total Value: 1021659832
Accession Number: 0000919574-25-003093
Form Type: 13F-HR
CIK: rivulet-capital
Manager Name: Rivulet-Capital

Data Enrichment

92% identified

12 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $1,021,659.832K total value

13 positions

Manager:

SEC FilingSEC DataHachi Filing

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Workday, Inc.

WDAY|98138H101

Shares:520.0K

Value:$121.4M

PTC INC.

PTC|69370C100

Shares:780.4K

Value:$120.9M

SBA COMMUNICATIONS CORP

SBAC|78410G104

Shares:516.8K

Value:$113.7M

DANAHER CORP /DE/

DHR|235851102

Shares:525.6K

Value:$107.7M

88023U101

Shares:1.7M

Value:$104.1M

Mastercard Inc

MA|57636Q104

Shares:164.9K

Value:$90.4M

CANADIAN PACIFIC KANSAS CITY LTD/CN

CP.TO|13646K108

Shares:1.2M

Value:$85.5M

MIDDLEBY Corp

MIDD|596278101

Shares:527.2K

Value:$80.1M

NICE Ltd.

NICE|653656108

Shares:358.4K

Value:$55.3M

Fidelity National Information Services, Inc.

FIS|31620M106

Shares:712.5K

Value:$53.2M

CCC Intelligent Solutions Holdings Inc.

CCCS|12510Q100

Shares:4.4M

Value:$40.2M

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:356.6K

Value:$34.8M

RXO, Inc.

RXO|74982T103

Shares:750.0K

Value:$14.3M

Instrument	Shares		Other Manager	Value
Workday, Inc.(WDAYcusip98138H101)	520.0K	QoQ -8.61% (-49.0K) YoY +22.26% (+94.7K)	All Managers (Combined)	$121.4M	QoQ -17.29% (-$25.4M) YoY +4.68% (+$5.4M)
PTC INC.(PTCcusip69370C100)	780.4K	QoQ +33.69% (+196.7K) YoY -6.41% (-53.5K)	All Managers (Combined)	$120.9M	QoQ +12.66% (+$13.6M) YoY -23.24% (-$36.6M)
SBA COMMUNICATIONS CORP(SBACcusip78410G104)	516.8K	QoQ -3.21% (-17.1K) YoY -6.89% (-38.3K)	All Managers (Combined)	$113.7M	QoQ +4.48% (-$4.9M) YoY -5.46% (-$6.6M)
DANAHER CORP /DE/(DHRcusip235851102)	525.6K	QoQ +69.54% (+215.6K) YoY NEW(+525.6K)	All Managers (Combined)	$107.7M	QoQ +51.41% (+$36.6M) YoY NEW(+$107.7M)
(cusip88023U101)✕	1.7M	QoQ +22.06% (+314.4K) YoY +148.42% (+1.0M)	All Managers (Combined)	$104.1M	QoQ +28.93% (+$23.4M) YoY +161.80% (+$64.4M)
Mastercard Inc(MAcusip57636Q104)	164.9K	QoQ -17.55% (-35.1K) YoY -60.47% (-252.3K)	All Managers (Combined)	$90.4M	QoQ -14.17% (-$14.9M) YoY -55.00% (-$110.5M)
CANADIAN PACIFIC KANSAS CITY LTD/CN(CP.TOcusip13646K108)	1.2M	QoQ NEW(+1.2M) YoY NEW(+1.2M)	All Managers (Combined)	$85.5M	QoQ NEW(+$85.5M) YoY NEW(+$85.5M)
MIDDLEBY Corp(MIDDcusip596278101)	527.2K	QoQ -16.97% (-107.8K) YoY NEW(+527.2K)	All Managers (Combined)	$80.1M	QoQ -6.84% (-$5.9M) YoY NEW(+$80.1M)
NICE Ltd.(NICEcusip653656108)	358.4K	QoQ -22.62% (-104.8K) YoY -59.32% (-522.8K)	All Managers (Combined)	$55.3M	QoQ -29.76% (-$23.4M) YoY -75.93% (-$174.4M)
Fidelity National Information Services, Inc.(FIScusip31620M106)	712.5K	QoQ -5.62% (-42.5K) YoY -60.84% (-1.1M)	All Managers (Combined)	$53.2M	QoQ -12.74% (-$7.8M) YoY -60.58% (-$81.8M)
CCC Intelligent Solutions Holdings Inc.(CCCScusip12510Q100)	4.4M	QoQ +77.98% (+1.9M) YoY NEW(+4.4M)	All Managers (Combined)	$40.2M	QoQ +37.01% (+$10.9M) YoY NEW(+$40.2M)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	356.6K	QoQ NEW(+356.6K) YoY -56.77% (-468.4K)	All Managers (Combined)	$34.8M	QoQ NEW(+$34.8M) YoY -68.01% (-$73.9M)
RXO, Inc.(RXOcusip74982T103)	750.0K	QoQ NEW(+750.0K) YoY NEW(+750.0K)	All Managers (Combined)	$14.3M	QoQ NEW(+$14.3M) YoY NEW(+$14.3M)