$1.84 Billion is the total value of RIVULET CAPITAL, LLC's 11 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 58.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SEE | Sell | SEALED AIR CORP NEW | $288,224 | -7.5% | 6,290,343 | -7.6% | 15.63% | +1.3% |
| MA | Sell | MASTERCARD INCORPORATEDcl a | $231,649 | -6.4% | 650,607 | -6.1% | 12.56% | +2.6% |
| DLTR | Sell | DOLLAR TREE INC | $228,909 | -10.3% | 1,999,900 | -15.3% | 12.41% | -1.7% |
| AXTA | Buy | AXALTA COATING SYS LTD | $189,152 | +3.7% | 6,394,592 | +0.1% | 10.26% | +13.5% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $186,230 | -7.4% | 3,441,685 | -10.4% | 10.10% | +1.4% |
| CSOD | Sell | CORNERSTONE ONDEMAND INC | $180,170 | -2.9% | 4,134,231 | -1.9% | 9.77% | +6.4% |
| ATR | Buy | APTARGROUP INC | $143,101 | +11.9% | 1,010,100 | +8.1% | 7.76% | +22.5% |
| NICE | New | NICE LTDsponsored adr | $119,884 | – | 550,000 | +100.0% | 6.50% | – |
| AON | New | AON PLC | $103,574 | – | 450,100 | +100.0% | 5.62% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD | $103,022 | – | 450,100 | +100.0% | 5.59% | – |
| EVTC | Sell | EVERTEC INC | $70,303 | -30.4% | 1,888,859 | -26.5% | 3.81% | -23.8% |
| BKNG | Exit | BOOKING HOLDINGS INC | $0 | – | -17,700 | -100.0% | -1.95% | – |
| CCK | Exit | CROWN HLDGS INC | $0 | – | -1,078,867 | -100.0% | -5.35% | – |
| TEL | Exit | TE CONNECTIVITY LTD | $0 | – | -1,069,409 | -100.0% | -6.41% | – |
| PTC | Exit | PTC INC | $0 | – | -1,092,900 | -100.0% | -6.47% | – |
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- Barry Lebovits — Managing Member
- RIVULET CAPITAL, LLC holdings (13F-HR)
- RIVULET CAPITAL, LLC significant holdings (13D/G)
- RIVULET CAPITAL, LLC ownership history
- RIVULET CAPITAL, LLC portfolio value
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