News + Filings Holdings
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RIVULET CAPITAL, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Workday, Inc.
| WDAY | Common | 1,119,150 | 210,000 | 187,267,370,000 | 187,128,979,000 | 11.50 | |
Hist
| 12/31/2022 |
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APTARGROUP, INC.
| ATR | Common | 1,651,500 | -41,000 | 181,631,970,000 | 181,471,132,000 | 11.16 | 2.53 |
Hist
| 12/31/2022 |
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NICE Ltd.
| NICE | COM | 871,250 | 25,000 | 167,541,375,000 | 167,382,077,000 | 10.29 | |
Hist
| 12/31/2022 |
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Mastercard Inc
| MA | CL A | 457,157 | -11,350 | 158,967,204,000 | 158,833,989,000 | 9.76 | |
Hist
| 12/31/2022 |
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Fidelity National Information Services, Inc.
| FIS | Common | 2,319,700 | 75,000 | 157,391,645,000 | 157,222,013,000 | 9.67 | 0.39 |
Hist
| 12/31/2022 |
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FIVE BELOW, INC
| FIVE | COM | 814,700 | 100 | 144,095,989,000 | 143,983,843,000 | 8.85 | 1.47 |
Hist
| 12/31/2022 |
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FISERV INC
| FISV | Common | 1,414,800 | -35,100 | 142,993,836,000 | 142,858,169,000 | 8.78 | 0.22 |
Hist
| 12/31/2022 |
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PayPal Holdings, Inc.
| PYPL | COM | 1,353,100 | 175,000 | 96,367,782,000 | 96,266,383,000 | 5.92 | 0.12 |
Hist
| 12/31/2022 |
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Axalta Coating Systems Ltd.
| AXTA | COM | 3,493,823 | -1,673,319 | 88,987,672,000 | 88,878,852,000 | 5.47 | 1.58 |
Hist
| 12/31/2022 |
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Dun & Bradstreet Holdings, Inc.
| DNB | COM | 6,218,500 | -820,400 | 76,238,810,000 | 76,151,598,000 | 4.68 | 1.43 |
Hist
| 12/31/2022 |
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PTC INC.
| PTC | COM | 558,800 | 0 | 67,078,352,000 | 67,019,902,000 | 4.12 | 0.48 |
Hist
| 12/31/2022 |
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FAIR ISAAC CORP
| FIC | Common | 97,550 | -77,250 | 58,391,479,000 | 58,319,460,000 | 3.59 | 0.39 |
Hist
| 12/31/2022 |
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CLARIVATE Plc
| CLVT | Common | 6,929,450 | 500,000 | 57,791,613,000 | 57,731,240,000 | 3.55 | 1.03 |
Hist
| 12/31/2022 |
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DOLLAR TREE, INC.
| DLTR | COM | 306,003 | -238,200 | 43,281,064,000 | 43,206,998,000 | 2.66 | 0.14 |
Hist
| 12/31/2022 |
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GLOBAL PAYMENTS INC
| GPN | Common | 0 | -359,850 | 0 | -38,882,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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SEALED AIR CORP/DE
| SEE | Common | 0 | -454,323 | 0 | -20,222,000 | 0.00 | 0.00 |
Hist
| 12/31/2022 |
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