13F HOLDINGS REPORT
EMINENCE CAPITAL, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001085146-25-001643
Total Value
$6.54B
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SEA LTD | SE | 4,050,063 | $429.7M | 6.57% |
| 2 | PERFORMANCE FOOD GROUP CO | PFGC | 2,579,368 | $218.1M | 3.34% |
| 3 | ZILLOW GROUP INC | Z | 2,914,916 | $215.8M | 3.30% |
| 4 | ELEVANCE HEALTH INC | ELV | 555,545 | $204.9M | 3.13% |
| 5 | ASHLAND INC | ASH | 2,860,471 | $204.4M | 3.13% |
| 6 | AMAZON COM INC | AMZN | 930,824 | $204.2M | 3.12% |
| 7 | OKTA INC | OKTA | 2,564,915 | $202.1M | 3.09% |
| 8 | CF INDS HLDGS INC | 125269100 | 2,305,093 | $196.7M | 3.01% |
| 9 | ASBURY AUTOMOTIVE GROUP INC | ABG | 787,775 | $191.5M | 2.93% |
| 10 | LIBERTY MEDIA CORP DEL | FWONB | 1,986,852 | $184.1M | 2.82% |
| 11 | LPL FINL HLDGS INC | 50212V100 | 558,647 | $182.4M | 2.79% |
| 12 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 4,592,614 | $179.9M | 2.75% |
| 13 | PINTEREST INC | PINS | 5,651,051 | $163.9M | 2.51% |
| 14 | CAPITAL ONE FINL CORP | 14040H105 | 891,252 | $158.9M | 2.43% |
| 15 | GRAPHIC PACKAGING HLDG CO | GPK | 5,824,872 | $158.2M | 2.42% |
| 16 | LOUISIANA PAC CORP | LPX | 1,445,106 | $149.6M | 2.29% |
| 17 | ALIBABA GROUP HLDG LTD | BBAAY | 1,741,415 | $147.7M | 2.26% |
| 18 | PRIMO BRANDS CORPORATION | PRMB | 4,734,163 | $145.7M | 2.23% |
| 19 | SENTINELONE INC | S | 6,533,894 | $145.1M | 2.22% |
| 20 | DYNATRACE INC | DT | 2,668,160 | $145.0M | 2.22% |
| 21 | UBER TECHNOLOGIES INC | UBER | 2,269,161 | $136.9M | 2.09% |
| 22 | BERRY GLOBAL GROUP INC | 08579W103 | 2,110,664 | $136.5M | 2.09% |
| 23 | FERGUSON ENTERPRISES INC | FERG | 777,965 | $135.0M | 2.07% |
| 24 | CORTEVA INC | CTVA | 2,364,980 | $134.7M | 2.06% |
| 25 | SALESFORCE INC | CRM | 375,723 | $125.6M | 1.92% |
| 26 | ADVANCED MICRO DEVICES INC | AMD | 1,027,742 | $124.1M | 1.90% |
| 27 | GITLAB INC | GTLB | 2,199,010 | $123.9M | 1.90% |
| 28 | SENSATA TECHNOLOGIES HLDG PL | ST | 4,318,718 | $118.3M | 1.81% |
| 29 | CHARLES RIV LABS INTL INC | 159864107 | 627,472 | $115.8M | 1.77% |
| 30 | DAVE & BUSTERS ENTMT INC | 238337109 | 3,845,454 | $112.2M | 1.72% |
| 31 | TEMPUR SEALY INTL INC | SGI | 1,881,881 | $106.7M | 1.63% |
| 32 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 1,312,028 | $102.6M | 1.57% |
| 33 | RED ROCK RESORTS INC | RRR | 2,056,588 | $95.1M | 1.45% |
| 34 | CAMDEN PPTY TR | 133131102 | 815,884 | $94.7M | 1.45% |
| 35 | LENNAR CORP | LEN-B | 685,225 | $93.4M | 1.43% |
| 36 | ADVANCE AUTO PARTS INC | AAP | 1,844,229 | $87.2M | 1.33% |
| 37 | CAMPING WORLD HLDGS INC | CWH | 4,110,205 | $86.6M | 1.33% |
| 38 | FRESHWORKS INC | FRSH | 5,318,611 | $86.0M | 1.32% |
| 39 | MCGRATH RENTCORP | MGRC | 750,298 | $83.9M | 1.28% |
| 40 | MGM RESORTS INTERNATIONAL | MGM | 2,089,699 | $72.4M | 1.11% |
| 41 | LKQ CORP | LKQ | 1,876,031 | $68.9M | 1.05% |
| 42 | SIGNET JEWELERS LIMITED | SIG | 838,901 | $67.7M | 1.04% |
| 43 | DRAFTKINGS INC NEW | DKNG | 1,754,174 | $65.3M | 1.00% |
| 44 | SIX FLAGS ENTERTAINMENT CORP | FUN | 1,353,610 | $65.2M | 1.00% |
| 45 | HDFC BANK LTD | HDB | 997,536 | $63.7M | 0.97% |
| 46 | GXO LOGISTICS INCORPORATED | GXO | 1,161,460 | $50.5M | 0.77% |
| 47 | MELCO RESORTS AND ENTMNT LTD | 585464100 | 7,735,919 | $44.8M | 0.69% |
| 48 | U HAUL HOLDING COMPANY | UHAL-B | 548,799 | $35.2M | 0.54% |
| 49 | PROGRESSIVE CORP | 743315103 | 115,432 | $27.7M | 0.42% |
| 50 | AMCOR PLC | AMCCF | 2,876,180 | $27.1M | 0.41% |
| 51 | WYNN RESORTS LTD | WYNN | 157,320 | $13.6M | 0.21% |
| 52 | ADVISORSHARES TR | 00768Y453 | 2,067,659 | $7.9M | 0.12% |