13F HOLDINGS REPORT
EMINENCE CAPITAL, LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001085146-23-001174
Total Value
$5.39B
Positions
65
Other Managers
0
Confidential Omitted
No
Holdings (65)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ASHLAND INC | ASH | 4,083,978 | $439.2M | 8.15% |
| 2 | NEW RELIC INC | 64829B100 | 5,118,186 | $288.9M | 5.36% |
| 3 | FERGUSON PLC NEW | G3421J106 | 1,384,520 | $175.8M | 3.26% |
| 4 | UBER TECHNOLOGIES INC | UBER | 6,357,313 | $157.2M | 2.92% |
| 5 | SALESFORCE INC | CRM | 1,113,987 | $147.7M | 2.74% |
| 6 | BERRY GLOBAL GROUP INC | 08579W103 | 2,368,331 | $143.1M | 2.66% |
| 7 | TEMPUR SEALY INTL INC | SGI | 3,891,862 | $133.6M | 2.48% |
| 8 | LIBERTY MEDIA CORP DEL | FWONB | 2,146,698 | $128.3M | 2.38% |
| 9 | VERTIV HOLDINGS CO | VRT | 9,348,456 | $127.7M | 2.37% |
| 10 | TANDEM DIABETES CARE INC | TNDM | 2,783,473 | $125.1M | 2.32% |
| 11 | SMARTSHEET INC | 83200N103 | 3,105,002 | $122.2M | 2.27% |
| 12 | CATALENT INC | 148806102 | 2,547,332 | $114.7M | 2.13% |
| 13 | WILLSCOT MOBIL MINI HLDNG CO | WSC | 2,490,842 | $112.5M | 2.09% |
| 14 | MORGAN STANLEY | MS-PQ | 1,321,561 | $112.4M | 2.08% |
| 15 | AMAZON COM INC | AMZN | 1,315,768 | $110.5M | 2.05% |
| 16 | PINTEREST INC | PINS | 4,384,817 | $106.5M | 1.98% |
| 17 | CROWN HLDGS INC | CCK | 1,285,307 | $105.7M | 1.96% |
| 18 | INTUIT | INTU | 269,079 | $104.7M | 1.94% |
| 19 | ZILLOW GROUP INC | Z | 3,163,693 | $101.9M | 1.89% |
| 20 | DISCOVER FINL SVCS | 254709108 | 1,038,969 | $101.6M | 1.89% |
| 21 | E2OPEN PARENT HOLDINGS INC | 29788T103 | 16,957,812 | $99.5M | 1.85% |
| 22 | LIVANOVA PLC | LIVN | 1,737,277 | $96.5M | 1.79% |
| 23 | LPL FINL HLDGS INC | 50212V100 | 437,579 | $94.6M | 1.75% |
| 24 | NICE LTD | NCSYF | 485,421 | $93.3M | 1.73% |
| 25 | AVANTOR INC | AVTR | 4,381,666 | $92.4M | 1.71% |
| 26 | OKTA INC | OKTA | 1,322,104 | $90.3M | 1.68% |
| 27 | META PLATFORMS INC | META | 733,182 | $88.2M | 1.64% |
| 28 | GRAPHIC PACKAGING HLDG CO | GPK | 3,889,918 | $86.6M | 1.61% |
| 29 | LENNAR CORP | LEN-B | 926,642 | $83.9M | 1.56% |
| 30 | CENTENE CORP DEL | CNC | 999,924 | $82.0M | 1.52% |
| 31 | PERFORMANCE FOOD GROUP CO | PFGC | 1,331,071 | $77.7M | 1.44% |
| 32 | OAK STR HEALTH INC | 67181A107 | 3,587,928 | $77.2M | 1.43% |
| 33 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 6,671,736 | $76.7M | 1.42% |
| 34 | CORTEVA INC | CTVA | 1,283,397 | $75.4M | 1.40% |
| 35 | ELECTRONIC ARTS INC | EA | 606,335 | $74.1M | 1.37% |
| 36 | WIX COM LTD | WIX | 946,499 | $72.7M | 1.35% |
| 37 | GODADDY INC | GDDY | 965,841 | $72.3M | 1.34% |
| 38 | ENOVIS CORPORATION | ENOV | 1,339,920 | $71.7M | 1.33% |
| 39 | SS&C TECHNOLOGIES HLDGS INC | SSNC | 1,288,842 | $67.1M | 1.24% |
| 40 | ASBURY AUTOMOTIVE GROUP INC | ABG | 367,550 | $65.9M | 1.22% |
| 41 | BAUSCH PLUS LOMB CORP | 071705107 | 4,207,285 | $65.3M | 1.21% |
| 42 | RED ROCK RESORTS INC | RRR | 1,601,126 | $64.1M | 1.19% |
| 43 | SPECTRUM BRANDS HLDGS INC NE | SPB | 997,260 | $60.8M | 1.13% |
| 44 | CF INDS HLDGS INC | 125269100 | 664,313 | $56.6M | 1.05% |
| 45 | JFROG LTD | FROG | 2,465,933 | $52.6M | 0.98% |
| 46 | GROUP 1 AUTOMOTIVE INC | GPI | 279,208 | $50.4M | 0.93% |
| 47 | NATERA INC | NTRA | 1,130,303 | $45.4M | 0.84% |
| 48 | IQVIA HLDGS INC | IQV | 219,794 | $45.0M | 0.84% |
| 49 | RITCHIE BROS AUCTIONEERS | 767744105 | 708,339 | $41.0M | 0.76% |
| 50 | PELOTON INTERACTIVE INC | PTON | 5,122,507 | $40.7M | 0.75% |
| 51 | CAREMAX INC | 14171W103 | 10,462,311 | $38.2M | 0.71% |
| 52 | COUPA SOFTWARE INC | 22266L106 | 389,362 | $30.8M | 0.57% |
| 53 | COPART INC | CPRT | 478,340 | $29.1M | 0.54% |
| 54 | HALEON PLC | HLNCF | 3,221,736 | $25.8M | 0.48% |
| 55 | MASTERCARD INCORPORATED | MA | 66,420 | $23.1M | 0.43% |
| 56 | ADVISORSHARES TR | 00768Y453 | 3,159,451 | $22.1M | 0.41% |
| 57 | DRAFTKINGS INC NEW | DKNG | 1,853,179 | $21.1M | 0.39% |
| 58 | WORKDAY INC | WDAY | 113,973 | $19.1M | 0.35% |
| 59 | BLACKSTONE INC | BX | 239,833 | $17.8M | 0.33% |
| 60 | MANCHESTER UTD PLC NEW | G5784H106 | 714,268 | $16.7M | 0.31% |
| 61 | LENNAR CORP | LEN-B | 127,171 | $9.5M | 0.18% |
| 62 | MATCH GROUP INC NEW | MTCH | 135,652 | $5.6M | 0.10% |
| 63 | DOMA HOLDINGS INC | 25703A104 | 12,241,620 | $5.5M | 0.10% |
| 64 | MICROSTRATEGY INC | STRK | 25,000 | $3.5M | 0.07% |
| 65 | ADVISORSHARES TR | 00768Y453 | 400,000 | $2.8M | 0.05% |