本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
RIVULET CAPITAL, LLC (CIK 1566691) reported $91.2M across 3 reported positions in its SEC 13F filing for 2025-12-31. Largest positions: MA ($46.2M, 50.66%), PTC ($36.8M, 40.33%), WDAY ($8.2M, 9.01%), CCC ($0, 0.00%), COO ($0, 0.00%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | MA | MASTERCARD INCORPORATED | $46.2M | 50.66% | 80,920 | Trimmed |
| 2 | PTC | PTC INC | $36.8M | 40.33% | 211,100 | Trimmed |
| 3 | WDAY | WORKDAY INC | $8.2M | 9.01% | 38,250 | Trimmed |
| 4 | CCC | CCC INTELLIGENT SOLUTIONS HL | $0 | 0.00% | 0 | Exited |
| 5 | COO | COOPER COS INC | $0 | 0.00% | 0 | Exited |
| 6 | CP | CANADIAN PACIFIC KANSAS CITY | $0 | 0.00% | 0 | Exited |
| 7 | DHR | DANAHER CORPORATION | $0 | 0.00% | 0 | Exited |
| 8 | FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | Exited |
| 9 | LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | Exited |
| 10 | MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | Exited |
| 11 | NICE | NICE LTD | $0 | 0.00% | 0 | Exited |
| 12 | RUSHA | RUSH ENTERPRISES INC | $0 | 0.00% | 0 | Exited |
| 13 | SBAC | SBA COMMUNICATIONS CORP NEW | $0 | 0.00% | 0 | Exited |
| 14 | SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | Exited |
| 15 | SSD | SIMPSON MFG INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2025-12-31