EMINENCE CAPITAL, LP
33 holdingsFiling period: 2026-03-31Current AUM: $5.14Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SE | SEA LTD | 4.07M | $336.7M | $434.0M | 8.44% | +1.42M | 2026-03-31 |
| 2 | AMZN | AMAZON COM INC | 1.54M | $321.5M | $419.3M | 8.15% | +68.1K | 2026-03-31 |
| 3 | PFGC | PERFORMANCE FOOD GROUP CO | 3.72M | $318.6M | $425.5M | 8.27% | +1.07M | 2026-03-31 |
| 4 | CPNG | COUPANG INC | 15.51M | $292.8M | $253.6M | 4.93% | +2.87M | 2026-03-31 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | 1.18M | $239.4M | $560.4M | 10.90% | +208.5K | 2026-03-31 |
| 6 | DT | DYNATRACE INC | 5.30M | $196.2M | $235.1M | 4.57% | +777.4K | 2026-03-31 |
| 7 | ABG | ASBURY AUTOMOTIVE GROUP INC | 956.1K | $186.8M | $221.5M | 4.31% | +29.7K | 2026-03-31 |
| 8 | LPX | LOUISIANA PAC CORP | 2.53M | $184.3M | $183.5M | 3.57% | -1,514,751 | 2026-03-31 |
| 9 | SNPS | SYNOPSYS INC | 449.2K | $178.1M | $174.6M | 3.40% | +200.0K | 2026-03-31 |
| 10 | FWONK | LIBERTY MEDIA CORP | 1.98M | $168.6M | $194.6M | 3.78% | +87.5K | 2026-03-31 |
| 11 | FERG | FERGUSON ENTERPRISES INC | 645.8K | $150.6M | $151.3M | 2.94% | +146.0K | 2026-03-31 |
| 12 | WK | WORKIVA INC | 2.52M | $150.3M | $150.7M | 2.93% | -1,186,263 | 2026-03-31 |
| 13 | THC | TENET HEALTHCARE CORP | 790.3K | $149.1M | $201.4M | 3.92% | +176.3K | 2026-03-31 |
| 14 | VVV | VALVOLINE INC | 4.43M | $149.0M | $170.0M | 3.31% | +213.0K | 2026-03-31 |
| 15 | Z | ZILLOW GROUP INC | 3.45M | $142.6M | $117.4M | 2.28% | +1.35M | 2026-03-31 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO | 421.7K | $142.5M | $170.5M | 3.32% | -- | 2026-03-31 |
| 17 | SGI | SOMNIGROUP INTERNATIONAL INC | 1.51M | $111.8M | $98.8M | 1.92% | +1.20M | 2026-03-31 |
| 18 | BABA | ALIBABA GROUP HLDG LTD | 861.3K | $108.1M | $105.3M | 2.05% | +35.6K | 2026-03-31 |
| 19 | DHR | DANAHER CORP | 561.2K | $106.4M | $109.4M | 2.13% | -- | 2026-03-31 |
| 20 | MDLN | MEDLINE INC | 2.28M | $101.4M | $89.5M | 1.74% | +774.2K | 2026-03-31 |
| 21 | MTN | VAIL RESORTS INC | 714.1K | $91.6M | $106.7M | 2.07% | -- | 2026-03-31 |
| 22 | MGRC | MCGRATH RENTCORP | 805.8K | $88.9M | $92.8M | 1.80% | -143,844 | 2026-03-31 |
| 23 | ATMU | ATMUS FILTRATION TECHNOLOGIES | 1.28M | $72.8M | $66.2M | 1.29% | -2,543,351 | 2026-03-31 |
| 24 | — | AON PLC | 179.0K | $57.8M | $57.8M | 1.12% | -- | 2026-03-31 |
| 25 | MRSH | MARSH & MCLENNAN COS INC | 320.4K | $55.6M | $60.8M | 1.18% | -- | 2026-03-31 |
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