Filer Name: EMINENCE CAPITAL, LP
CIK: 1107310
Period: 2024-12-31
Filed At: 2025-02-14
Number of Holdings: 52
Portfolio Value: $6.54B

Eminence Capital, Lp Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SE US SEA LTD-ADR 4,050,063 $430M 6.57% -5.1% -
PFGC US PERFORMANCE FOOD GROUP CO 2,579,368 $218M 3.34% 3.2% -
Z US ZILLOW GROUP INC - C 2,914,916 $216M 3.30% -25.1% -
ELV US ELEVANCE HEALTH INC 555,545 $205M 3.13% 140.5% -
ASH US ASHLAND INC 2,860,471 $204M 3.13% 8.0% -
AMZN US AMAZON.COM INC 930,824 $204M 3.12% -12.8% -
OKTA US OKTA INC 2,564,915 $202M 3.09% -1.5% -
CF US CF INDUSTRIES HOLDINGS INC 2,305,093 $197M 3.01% -6.2% -
ABG US ASBURY AUTOMOTIVE GROUP 787,775 $191M 2.93% 15.8% -
FWONK US LIBERTY MEDIA CORP-LIB-NEW-C 1,986,852 $184M 2.82% -31.7% -
LPLA US LPL FINANCIAL HOLDINGS INC 558,647 $182M 2.79% -48.2% -
ATMU US ATMUS FILTRATION TECHNOLOGIE 4,592,614 $180M 2.75% 79.0% -
PINS US PINTEREST INC- CLASS A 5,651,051 $164M 2.51% 6.4% -
COF US CAPITAL ONE FINANCIAL CORP 891,252 $159M 2.43% -21.5% -
GPK US GRAPHIC PACKAGING HOLDING CO 5,824,872 $158M 2.42% 7.7% -
LPX US LOUISIANA-PACIFIC CORP 1,445,106 $150M 2.29% 7.7% -
BABA US ALIBABA GROUP HOLDING-SP ADR 1,741,415 $148M 2.26% -5.5% -
PRMB US PRIMO BRANDS CORP-A 4,734,163 $146M 2.23% 100.0% -
DT US DYNATRACE INC 2,668,160 $145M 2.22% -15.6% -
S US SENTINELONE INC -CLASS A 6,533,894 $145M 2.22% 6.4% -
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