13F HOLDINGS REPORT
EMINENCE CAPITAL, LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001107310-26-000001
Total Value
$6.32B
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 1,475,615 | $340.6M | 5.39% |
| 2 | SEA LTD | SE | 2,641,640 | $337.0M | 5.33% |
| 3 | LOUISIANA PAC CORP | LPX | 4,048,136 | $326.9M | 5.17% |
| 4 | WORKIVA INC | WK | 3,706,152 | $319.7M | 5.05% |
| 5 | COUPANG INC | CPNG | 12,644,042 | $298.3M | 4.72% |
| 6 | DRAFTKINGS INC | DKNG | 8,426,755 | $290.4M | 4.59% |
| 7 | GITLAB INC | GTLB | 7,702,226 | $289.1M | 4.57% |
| 8 | SALESFORCE INC | CRM | 1,042,521 | $276.2M | 4.37% |
| 9 | PERFORMANCE FOOD GROUP CO | PFGC | 2,647,353 | $238.0M | 3.76% |
| 10 | JEFFERIES FINL GROUP INC | 47233W109 | 3,812,615 | $236.3M | 3.74% |
| 11 | ASBURY AUTOMOTIVE GROUP INC | ABG | 926,392 | $215.4M | 3.41% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 968,441 | $207.4M | 3.28% |
| 13 | ATMUS FILTRATION TECHNOLOGIES | ATMU | 3,825,346 | $198.6M | 3.14% |
| 14 | DYNATRACE INC | DT | 4,527,266 | $196.2M | 3.10% |
| 15 | GRAPHIC PACKAGING HLDG CO | GPK | 12,811,941 | $192.9M | 3.05% |
| 16 | LIBERTY MEDIA CORP | FWONB | 1,895,152 | $186.7M | 2.95% |
| 17 | ELEVANCE HEALTH INC | ELV | 487,147 | $170.8M | 2.70% |
| 18 | LPL FINL HLDGS INC | 50212V100 | 441,845 | $157.8M | 2.50% |
| 19 | ZILLOW GROUP INC | Z | 2,093,890 | $142.8M | 2.26% |
| 20 | UNITEDHEALTH GROUP INC | UNH | 378,260 | $124.9M | 1.97% |
| 21 | VALVOLINE INC | VVV | 4,212,293 | $122.4M | 1.94% |
| 22 | TENET HEALTHCARE CORP | THC | 613,961 | $122.0M | 1.93% |
| 23 | ALIBABA GROUP HLDG LTD | BBAAY | 825,761 | $121.0M | 1.91% |
| 24 | PINTEREST INC | PINS | 4,539,453 | $117.5M | 1.86% |
| 25 | SYNOPSYS INC | SNPS | 249,247 | $117.1M | 1.85% |
| 26 | PELOTON INTERACTIVE INC | PTON | 18,154,907 | $111.8M | 1.77% |
| 27 | FERGUSON ENTERPRISES INC | FERG | 499,807 | $111.3M | 1.76% |
| 28 | RED ROCK RESORTS INC | RRR | 1,614,183 | $100.0M | 1.58% |
| 29 | MCGRATH RENTCORP | MGRC | 949,673 | $99.6M | 1.58% |
| 30 | CF INDS HLDGS INC | 125269100 | 1,276,307 | $98.7M | 1.56% |
| 31 | UNION PAC CORP | UNP | 351,839 | $81.4M | 1.29% |
| 32 | SYSCO CORP | SYY | 897,277 | $66.1M | 1.05% |
| 33 | MONGODB INC | MDB | 155,822 | $65.4M | 1.03% |
| 34 | MEDLINE INC | MDLN | 1,505,000 | $63.2M | 1.00% |
| 35 | CAMPING WORLD HLDGS INC | CWH | 5,779,805 | $56.2M | 0.89% |
| 36 | META PLATFORMS INC | META | 62,250 | $41.1M | 0.65% |
| 37 | DAVE & BUSTERS ENTMT INC | 238337109 | 2,346,038 | $38.0M | 0.60% |
| 38 | SOMNIGROUP INTERNATIONAL INC | SGI | 313,755 | $28.0M | 0.44% |
| 39 | FLUTTER ENTMT PLC | G3643J108 | 79,151 | $17.0M | 0.27% |