Q1 2025 · 13F-HR
EMINENCE CAPITAL, LPholdings as filed
Filed 2025-05-15 · accession 0001085146-25-003291
$5.98B
Reported value
47
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81141R100 | SE | SEA LTD | $331.0M | 5.53% | 2,536,210 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $261.4M | 4.37% | 2,484,344 | Common | SOLE |
| 741623102 | PRMB | PRIMO BRANDS CORPORATION | $249.1M | 4.16% | 7,019,075 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $243.0M | 4.06% | 558,671 | Common | SOLE |
| 04956D107 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $211.5M | 3.53% | 5,757,054 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $208.1M | 3.48% | 1,093,885 | Common | SOLE |
| 526057104 | LEN | LENNAR CORP | $181.5M | 3.03% | 1,581,489 | Common | SOLE |
| 531229755 | FWONK | LIBERTY MEDIA CORP DEL | $180.1M | 3.01% | 2,000,546 | Common | SOLE |
| 72352L106 | PINS | PINTEREST INC | $179.3M | 3.00% | 5,783,514 | Common | SOLE |
| 125269100 | CF | CF INDS HLDGS INC | $178.3M | 2.98% | 2,281,620 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $172.0M | 2.87% | 5,178,083 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $171.1M | 2.86% | 523,113 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $166.8M | 2.79% | 1,261,432 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $166.7M | 2.79% | 2,432,154 | Common | SOLE |
| 71377A103 | PFGC | PERFORMANCE FOOD GROUP CO | $165.8M | 2.77% | 2,108,966 | Common | SOLE |
| 043436104 | ABG | ASBURY AUTOMOTIVE GROUP INC | $162.7M | 2.72% | 736,621 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $161.0M | 2.69% | 1,566,817 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $158.0M | 2.64% | 3,351,603 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $154.2M | 2.58% | 1,675,943 | Common | SOLE |
| 36266G107 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $146.8M | 2.45% | 1,819,129 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $143.8M | 2.40% | 801,742 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $129.7M | 2.17% | 2,165,179 | Common | SOLE |
| 08579W103 | BERYEUR | BERRY GLOBAL GROUP INC | $128.3M | 2.14% | 1,837,134 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $117.7M | 1.97% | 734,258 | Common | SOLE |
| 37637K108 | GTLB | GITLAB INC | $117.4M | 1.96% | 2,498,201 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $114.3M | 1.91% | 1,568,685 | Common | SOLE |
| 060505104 | BAC | BANK AMERICA CORP | $112.6M | 1.88% | 2,698,949 | Common | SOLE |
| 45780R101 | IBP | INSTALLED BLDG PRODS INC | $109.1M | 1.82% | 636,384 | Common | SOLE |
| 75700L108 | RRR | RED ROCK RESORTS INC | $107.5M | 1.80% | 2,478,311 | Common | SOLE |
| 29977A105 | EVR | EVERCORE INC | $106.7M | 1.78% | 534,375 | Common | SOLE |
| 81730H109 | S | SENTINELONE INC | $102.9M | 1.72% | 5,660,544 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $98.5M | 1.65% | 367,150 | Common | SOLE |
| 580589109 | MGRC | MCGRATH RENTCORP | $93.6M | 1.56% | 840,071 | Common | SOLE |
| 388689101 | GPK | GRAPHIC PACKAGING HLDG CO | $85.4M | 1.43% | 3,290,428 | Common | SOLE |
| 40415F101 | HDB | HDFC BANK LTD | $78.8M | 1.32% | 1,186,551 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $74.2M | 1.24% | 5,259,960 | Common | SOLE |
| 159864107 | CRL | CHARLES RIV LABS INTL INC | $65.5M | 1.10% | 435,454 | Common | SOLE |
| 98139A105 | WK | WORKIVA INC | $64.9M | 1.08% | 855,000 | Common | SOLE |
| 238337109 | PLAY | DAVE & BUSTERS ENTMT INC | $51.0M | 0.85% | 2,905,454 | Common | SOLE |
| M6191J100 | FROG | JFROG LTD | $43.3M | 0.72% | 1,352,124 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $34.3M | 0.57% | 155,024 | Common | SOLE |
| G0250X107 | AMCR | AMCOR PLC | $34.1M | 0.57% | 3,520,144 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $33.0M | 0.55% | 269,785 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $32.8M | 0.55% | 116,059 | Common | SOLE |
| 13462K109 | CWH | CAMPING WORLD HLDGS INC | $29.9M | 0.50% | 1,851,374 | Common | SOLE |
| 83001C108 | FUN | SIX FLAGS ENTERTAINMENT CORP | $22.9M | 0.38% | 643,312 | Common | SOLE |
| 00768Y453 | MSOS | ADVISORSHARES TR | $3.9M | 0.06% | 1,481,645 | 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.