News + Filings Transactions Holdings
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EMINENCE CAPITAL, LP
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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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LENNAR CORP /NEW/
| LEN.B | CL B | 119,057 | -8,937 | 13,451,060,000 | 13,443,443,000 | 0.18 | |
Hist
| 06/30/2023 |
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Wix.com Ltd.
| WIX | Common | 250,804 | -388,955 | 19,622,905,000 | 19,572,857,000 | 0.26 | |
Hist
| 06/30/2023 |
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Mastercard Inc
| MA | CL A | 62,146 | -4,704 | 24,442,022,000 | 24,423,014,000 | 0.32 | |
Hist
| 06/30/2023 |
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GoDaddy Inc.
| GDDY | CL A | 772,661 | -199,412 | 58,050,021,000 | 57,981,120,000 | 0.76 | |
Hist
| 06/30/2023 |
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GROUP 1 AUTOMOTIVE INC
| GPI | Common | 254,732 | -26,277 | 65,746,329,000 | 65,706,181,000 | 0.86 | |
Hist
| 06/30/2023 |
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ASBURY AUTOMOTIVE GROUP INC
| ABG | Common | 278,668 | -91,647 | 66,997,361,000 | 66,941,406,000 | 0.88 | 1.29 |
Hist
| 06/30/2023 |
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LENNAR CORP /NEW/
| LEN | CL A | 580,515 | -713,269 | 72,744,335,000 | 72,647,883,000 | 0.95 | |
Hist
| 06/30/2023 |
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SMARTSHEET INC
| SMAR | Common | 2,102,966 | -319,232 | 80,459,479,000 | 80,376,252,000 | 1.06 | |
Hist
| 06/30/2023 |
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WillScot Mobile Mini Holdings Corp.
| WSC | COM | 1,724,657 | -1,275,575 | 82,421,358,000 | 82,300,359,000 | 1.08 | |
Hist
| 06/30/2023 |
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BERRY GLOBAL GROUP, INC.
| BERY | Common | 1,306,920 | -1,080,271 | 84,087,233,000 | 83,976,157,000 | 1.10 | 1.10 |
Hist
| 06/30/2023 |
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Corteva, Inc.
| CTVA | Common Stock | 1,475,596 | -544,856 | 84,551,651,000 | 84,436,182,000 | 1.11 | 0.21 |
Hist
| 06/30/2023 |
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MORGAN STANLEY
| MS | Common | 1,014,566 | -315,526 | 86,643,936,000 | 86,538,845,000 | 1.14 | |
Hist
| 06/30/2023 |
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Spectrum Brands Holdings, Inc.
| SPB | COM | 1,209,539 | -691,503 | 94,404,519,000 | 94,330,321,000 | 1.24 | |
Hist
| 06/30/2023 |
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Ferguson plc
| FERG | SHS | 652,865 | -742,832 | 102,702,193,000 | 102,558,534,000 | 1.35 | 0.32 |
Hist
| 06/30/2023 |
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Melco Resorts & Entertainment LTD
| MPEL | ADR | 8,717,240 | -904,411 | 106,437,500,000 | 106,373,708,000 | 1.40 | |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 573,652 | -120,823 | 121,189,722,000 | 121,089,829,000 | 1.59 | |
Hist
| 06/30/2023 |
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TEMPUR SEALY INTERNATIONAL, INC.
| TPX | Common | 3,076,896 | -1,808,518 | 123,291,223,000 | 123,173,289,000 | 1.62 | 1.79 |
Hist
| 06/30/2023 |
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Liberty Media Corp
| FWONK | Common | 1,803,743 | -152,052 | 135,785,773,000 | 135,671,359,000 | 1.78 | 0.29 |
Hist
| 06/30/2023 |
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ZILLOW GROUP, INC.
| Z | Common | 2,756,077 | -823,984 | 138,520,430,000 | 138,418,004,000 | 1.82 | 1.18 |
Hist
| 06/30/2023 |
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Uber Technologies, Inc
| UBER | Common Stock | 4,665,166 | -3,329,370 | 201,395,216,000 | 201,183,361,000 | 2.64 | |
Hist
| 06/30/2023 |
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NEW RELIC, INC.
| NEWR | COM | 3,807,116 | -1,877,212 | 249,137,671,000 | 248,811,504,000 | 3.27 | 5.42 |
Hist
| 06/30/2023 |
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ASHLAND LLC
| ASH | STOCK | 3,615,474 | -468,504 | 314,220,845,000 | 313,832,990,000 | 4.12 | |
Hist
| 06/30/2023 |
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