Q4 2024 · 13F-HR
EMINENCE CAPITAL, LPholdings as filed
Filed 2025-02-14 · accession 0001085146-25-001643
$6.54B
Reported value
52
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $429.7M | 6.57% | 4,050,063 | Common | SOLE |
| 71377A103 | PFGC | PERFORMANCE FOOD GROUP CO | $218.1M | 3.34% | 2,579,368 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $215.8M | 3.30% | 2,914,916 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $204.9M | 3.13% | 555,545 | Common | SOLE |
| 044186104 | ASH | ASHLAND INC | $204.4M | 3.13% | 2,860,471 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $204.2M | 3.12% | 930,824 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $202.1M | 3.09% | 2,564,915 | Common | SOLE |
| 125269100 | CF | CF INDS HLDGS INC | $196.7M | 3.01% | 2,305,093 | Common | SOLE |
| 043436104 | ABG | ASBURY AUTOMOTIVE GROUP INC | $191.5M | 2.93% | 787,775 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $184.1M | 2.82% | 1,986,852 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $182.4M | 2.79% | 558,647 | Common | SOLE |
| 04956D107 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $179.9M | 2.75% | 4,592,614 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $163.9M | 2.51% | 5,651,051 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $158.9M | 2.43% | 891,252 | Common | SOLE |
| 388689101 | GPK | GRAPHIC PACKAGING HLDG CO | $158.2M | 2.42% | 5,824,872 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $149.6M | 2.29% | 1,445,106 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $147.7M | 2.26% | 1,741,415 | Common | SOLE |
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $145.7M | 2.23% | 4,734,163 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $145.1M | 2.22% | 6,533,894 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $145.0M | 2.22% | 2,668,160 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $136.9M | 2.09% | 2,269,161 | Common | SOLE |
| 08579W103 | BERYEUR | BERRY GLOBAL GROUP INC | $136.5M | 2.09% | 2,110,664 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $135.0M | 2.07% | 777,965 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $134.7M | 2.06% | 2,364,980 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $125.6M | 1.92% | 375,723 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $124.1M | 1.90% | 1,027,742 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $123.9M | 1.90% | 2,199,010 | Common | SOLE |
| G8060N102 | ST | SENSATA TECHNOLOGIES HLDG PL | $118.3M | 1.81% | 4,318,718 | Common | SOLE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $115.8M | 1.77% | 627,472 | Common | SOLE |
| 238337109 | PLAY | DAVE & BUSTERS ENTMT INC | $112.2M | 1.72% | 3,845,454 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $106.7M | 1.63% | 1,881,881 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $102.6M | 1.57% | 1,312,028 | Common | SOLE |
| 75700L108 | RRR | RED ROCK RESORTS INC | $95.1M | 1.45% | 2,056,588 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $94.7M | 1.45% | 815,884 | Common | SOLE |
| 526057104 | LEN | LENNAR CORP | $93.4M | 1.43% | 685,225 | Common | SOLE |
| 00751Y106 | AAP | ADVANCE AUTO PARTS INC | $87.2M | 1.33% | 1,844,229 | Common | SOLE |
| 13462K109 | CWH | CAMPING WORLD HLDGS INC | $86.6M | 1.33% | 4,110,205 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $86.0M | 1.32% | 5,318,611 | Common | SOLE |
| 580589109 | MGRC | MCGRATH RENTCORP | $83.9M | 1.28% | 750,298 | Common | SOLE |
| 552953101 | MGM | MGM RESORTS INTERNATIONAL | $72.4M | 1.11% | 2,089,699 | Common | SOLE |
| 501889208 | LKQ | LKQ CORP | $68.9M | 1.05% | 1,876,031 | Common | SOLE |
| G81276100 | SIG | SIGNET JEWELERS LIMITED | $67.7M | 1.04% | 838,901 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $65.3M | 1.00% | 1,754,174 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $65.2M | 1.00% | 1,353,610 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $63.7M | 0.97% | 997,536 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $50.5M | 0.77% | 1,161,460 | Common | SOLE |
| 585464100 | MLCO | MELCO RESORTS AND ENTMNT LTD | $44.8M | 0.69% | 7,735,919 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $35.2M | 0.54% | 548,799 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $27.7M | 0.42% | 115,432 | Common | SOLE |
| G0250X107 | AMCR | AMCOR PLC | $27.1M | 0.41% | 2,876,180 | Common | SOLE |
| 983134107 | WYNN | WYNN RESORTS LTD | $13.6M | 0.21% | 157,320 | Common | SOLE |
| 00768Y453 | MSOS | ADVISORSHARES TR | $7.9M | 0.12% | 2,067,659 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.