Manager
EMINENCE CAPITAL, LP
All 13F filings
This quarter’s activity
2026 Q2 vs 2026 Q1 · filed 7/6/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Exit | SEA LTD | -4,065,665 | -7.72 pp |
| Exit | AMAZON COM INC | -1,543,759 | -7.37 pp |
| Exit | PERFORMANCE FOOD GROUP CO | -3,719,411 | -7.31 pp |
| Exit | COUPANG INC | -15,510,784 | -6.71 pp |
| Exit | ADVANCED MICRO DEVICES INC | -1,176,963 | -5.49 pp |
| Exit | DYNATRACE INC | -5,304,693 | -4.50 pp |
| Exit | ASBURY AUTOMOTIVE GROUP INC | -956,079 | -4.28 pp |
| Exit | LOUISIANA PAC CORP | -2,533,385 | -4.23 pp |
| Exit | SYNOPSYS INC | -449,220 | -4.08 pp |
| Exit | LIBERTY MEDIA CORP | -1,982,673 | -3.87 pp |
| Exit | FERGUSON ENTERPRISES INC | -645,805 | -3.45 pp |
| Exit | WORKIVA INC | -2,519,889 | -3.45 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000090266426003015 | Q2 2026 | 1 | 0 | 13F-HR | 7/6/2026 | EMINENCE CAPITAL, LP |
| 000110731026000002 | Q1 2026 | 33 | 4,361,339,054 | 13F-HR | 5/15/2026 | EMINENCE CAPITAL, LP |
| 000110731026000001 | Q4 2025 | 39 | 6,323,956,411 | 13F-HR | 2/17/2026 | EMINENCE CAPITAL, LP |
| 000110731025000003 | Q3 2025 | 46 | 8,248,334,522 | 13F-HR | 11/14/2025 | EMINENCE CAPITAL, LP |
| 000108514625005242 | Q2 2025 | 47 | 8,308,123,619 | 13F-HR | 8/14/2025 | EMINENCE CAPITAL, LP |
| 000108514625003291 | Q1 2025 | 47 | 5,984,638,662 | 13F-HR | 5/15/2025 | EMINENCE CAPITAL, LP |
| 000108514625001643 | Q4 2024 | 52 | 6,537,234,681 | 13F-HR | 2/14/2025 | EMINENCE CAPITAL, LP |
| 000108514624005895 | Q3 2024 | 50 | 7,096,869,540 | 13F-HR | 11/14/2024 | EMINENCE CAPITAL, LP |