The Analysis of RIVULET CAPITAL, LLC's Holdings
Currently, RIVULET CAPITAL, LLC holds 15 types of securities in its portfolio with a total value $852.3M. In the most recent quarter, they have increased their positions in LSTR (+299.0K shares, valued at $36.6M), COO (+472.8K shares, valued at $32.4M), SBAC (+39.5K shares, valued at $7.6M); decreased their positions in PTC (-455.5K shares, valued at $92.5M), SGI (-577.0K shares, valued at $48.7M), FIS (-397.8K shares, valued at $26.2M); initiated new positions in LSTR (+299.0K shares, valued at $36.6M), COO (+472.8K shares, valued at $32.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DHR DANAHER CORPORATION515.5K shares-10.93%2025-09-302025-11-14
CP CANADIAN PACIFIC KANSAS CITY1.2M shares-10.06%2025-09-302025-11-14 WDAY WORKDAY INC363.2K shares-7.84%2025-09-302025-11-14 SBAC SBA COMMUNICATIONS CORP NEW361.0K shares12.30%2025-09-302025-11-14 MIDD MIDDLEBY CORP523.0K shares11.24%2025-09-302025-11-14 SGI SOMNIGROUP INTERNATIONAL INC789.8K shares-42.22%2025-09-302025-11-14 MA MASTERCARD INCORPORATED116.5K shares-16.91%2025-09-302025-11-14 PTC PTC INC275.9K shares-62.27%2025-09-302025-11-14 CCC CCC INTELLIGENT SOLUTIONS HL6.1M shares-6.23%2025-09-302025-11-14 NICE NICE LTD304.6K shares-16.91%2025-09-302025-11-14 LSTR LANDSTAR SYS INC299.0K sharesnew addition2025-09-302025-11-14 FIS FIDELITY NATL INFORMATION SV527.3K shares-43.00%2025-09-302025-11-14 SSD SIMPSON MFG INC204.3K shares-22.48%2025-09-302025-11-14 COO COOPER COS INC472.8K sharesnew addition2025-09-302025-11-14 RUSHA RUSH ENTERPRISES INC133.2K shares-64.43%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available