13F HOLDINGS REPORT
EMINENCE CAPITAL, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001085146-25-005242
Total Value
$8.31B
Positions
47
Other Managers
0
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | SPY | 2,235,000 | $1.38B | 16.62% |
| 2 | AMAZON COM INC | AMZN | 1,511,546 | $331.6M | 3.99% |
| 3 | GITLAB INC | GTLB | 6,218,607 | $280.5M | 3.38% |
| 4 | ZILLOW GROUP INC | Z | 3,978,731 | $278.7M | 3.35% |
| 5 | LOUISIANA PAC CORP | LPX | 2,887,438 | $248.3M | 2.99% |
| 6 | SEA LTD | SE | 1,548,494 | $247.7M | 2.98% |
| 7 | ASBURY AUTOMOTIVE GROUP INC | ABG | 1,002,160 | $239.1M | 2.88% |
| 8 | ATMUS FILTRATION TECHNOLOGIES INC | ATMU | 6,448,993 | $234.9M | 2.83% |
| 9 | SOMNIGROUP INTERNATIONAL INC | SGI | 3,178,044 | $216.3M | 2.60% |
| 10 | SALESFORCE INC | CRM | 786,648 | $214.5M | 2.58% |
| 11 | LPL FINL HLDGS INC | 50212V100 | 551,592 | $206.8M | 2.49% |
| 12 | COUPANG INC | CPNG | 6,837,103 | $204.8M | 2.47% |
| 13 | DRAFTKINGS INC NEW | DKNG | 4,757,450 | $204.0M | 2.46% |
| 14 | ADVANCED MICRO DEVICES INC | AMD | 1,416,112 | $200.9M | 2.42% |
| 15 | LIBERTY MEDIA CORP DEL | FWONB | 1,884,563 | $196.9M | 2.37% |
| 16 | PERFORMANCE FOOD GROUP CO | PFGC | 2,250,830 | $196.9M | 2.37% |
| 17 | PINTEREST INC | PINS | 5,151,579 | $184.7M | 2.22% |
| 18 | WORKIVA INC | WK | 2,646,768 | $181.2M | 2.18% |
| 19 | UNITEDHEALTH GROUP INC | UNH | 575,451 | $179.5M | 2.16% |
| 20 | DYNATRACE INC | DT | 3,225,111 | $178.1M | 2.14% |
| 21 | FERGUSON ENTERPRISES INC | FERG | 783,615 | $170.6M | 2.05% |
| 22 | INSTALLED BLDG PRODS INC | 45780R101 | 945,101 | $170.4M | 2.05% |
| 23 | LENNAR CORP | LEN-B | 1,467,819 | $162.4M | 1.95% |
| 24 | RED ROCK RESORTS INC | RRR | 3,059,372 | $159.2M | 1.92% |
| 25 | TESLA INC | TSLA | 435,000 | $138.2M | 1.66% |
| 26 | AMCOR PLC | AMCCF | 14,169,767 | $130.2M | 1.57% |
| 27 | SENTINELONE INC | S | 7,068,308 | $129.2M | 1.56% |
| 28 | FLUTTER ENTMT PLC | G3643J108 | 444,743 | $127.1M | 1.53% |
| 29 | ALIBABA GROUP HLDG LTD | BBAAY | 1,099,091 | $124.6M | 1.50% |
| 30 | EVERCORE INC | EVR | 447,048 | $120.7M | 1.45% |
| 31 | PELOTON INTERACTIVE INC | PTON | 16,236,490 | $112.7M | 1.36% |
| 32 | FRESHWORKS INC | FRSH | 7,334,601 | $109.4M | 1.32% |
| 33 | CF INDS HLDGS INC | 125269100 | 1,182,227 | $108.8M | 1.31% |
| 34 | MCGRATH RENTCORP | MGRC | 895,042 | $103.8M | 1.25% |
| 35 | SENSIENT TECHNOLOGIES CORP | SXT | 1,006,059 | $99.1M | 1.19% |
| 36 | OKTA INC | OKTA | 979,542 | $97.9M | 1.18% |
| 37 | ELEVANCE HEALTH INC | ELV | 241,157 | $93.8M | 1.13% |
| 38 | DAVE & BUSTERS ENTMT INC | 238337109 | 2,905,454 | $87.4M | 1.05% |
| 39 | JAMES HARDIE INDS PLC | 47030M106 | 3,095,907 | $83.2M | 1.00% |
| 40 | JEFFERIES FINL GROUP INC | 47233W109 | 1,462,014 | $80.0M | 0.96% |
| 41 | WARNER BROS DISCOVERY INC | WBD | 6,208,807 | $71.2M | 0.86% |
| 42 | CAMPING WORLD HLDGS INC | CWH | 4,134,705 | $71.1M | 0.86% |
| 43 | GRAPHIC PACKAGING HLDG CO | GPK | 2,890,037 | $60.9M | 0.73% |
| 44 | META PLATFORMS INC | META | 55,478 | $40.9M | 0.49% |
| 45 | FRESHPET INC | FRPT | 339,204 | $23.1M | 0.28% |
| 46 | VAIL RESORTS INC | MTN | 90,781 | $14.3M | 0.17% |
| 47 | FLOOR & DECOR HLDGS INC | FND | 153,714 | $11.7M | 0.14% |