Manager activity
EMINENCE CAPITAL, LP
This quarter’s activity: 2026 Q2 vs 2026 Q1 · filed 7/6/2026 · Full comparison · All filings
Exit · 33
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Exit | SEA LTD | -4,065,665 | Exit | -7.72 pp | 7/6/2026 |
| Exit | AMAZON COM INC | -1,543,759 | Exit | -7.37 pp | 7/6/2026 |
| Exit | PERFORMANCE FOOD GROUP CO | -3,719,411 | Exit | -7.31 pp | 7/6/2026 |
| Exit | COUPANG INC | -15,510,784 | Exit | -6.71 pp | 7/6/2026 |
| Exit | ADVANCED MICRO DEVICES INC | -1,176,963 | Exit | -5.49 pp | 7/6/2026 |
| Exit | DYNATRACE INC | -5,304,693 | Exit | -4.50 pp | 7/6/2026 |
| Exit | ASBURY AUTOMOTIVE GROUP INC | -956,079 | Exit | -4.28 pp | 7/6/2026 |
| Exit | LOUISIANA PAC CORP | -2,533,385 | Exit | -4.23 pp | 7/6/2026 |
| Exit | SYNOPSYS INC | -449,220 | Exit | -4.08 pp | 7/6/2026 |
| Exit | LIBERTY MEDIA CORP | -1,982,673 | Exit | -3.87 pp | 7/6/2026 |
| Exit | FERGUSON ENTERPRISES INC | -645,805 | Exit | -3.45 pp | 7/6/2026 |
| Exit | WORKIVA INC | -2,519,889 | Exit | -3.45 pp | 7/6/2026 |
| Exit | TENET HEALTHCARE CORP | -790,302 | Exit | -3.42 pp | 7/6/2026 |
| Exit | VALVOLINE INC | -4,425,261 | Exit | -3.42 pp | 7/6/2026 |
| Exit | ZILLOW GROUP INC | -3,445,538 | Exit | -3.27 pp | 7/6/2026 |
| Exit | TAIWAN SEMICONDUCTOR MANUFACTURING CO | -421,673 | Exit | -3.27 pp | 7/6/2026 |
| Exit | SOMNIGROUP INTERNATIONAL INC | -1,512,994 | Exit | -2.56 pp | 7/6/2026 |
| Exit | ALIBABA GROUP HLDG LTD | -861,326 | Exit | -2.48 pp | 7/6/2026 |
| Exit | DANAHER CORP | -561,234 | Exit | -2.44 pp | 7/6/2026 |
| Exit | MEDLINE INC | -2,279,190 | Exit | -2.33 pp | 7/6/2026 |
| Exit | VAIL RESORTS INC | -714,077 | Exit | -2.10 pp | 7/6/2026 |
| Exit | MCGRATH RENTCORP | -805,829 | Exit | -2.04 pp | 7/6/2026 |
| Exit | ATMUS FILTRATION TECHNOLOGIES | -1,281,995 | Exit | -1.67 pp | 7/6/2026 |
| Exit | AON PLC | -179,019 | Exit | -1.32 pp | 7/6/2026 |
| Exit | MARSH & MCLENNAN COS INC | -320,386 | Exit | -1.27 pp | 7/6/2026 |
| Exit | LAUDER ESTEE COS INC | -698,350 | Exit | -1.15 pp | 7/6/2026 |
| Exit | FLUTTER ENTMT PLC | -483,900 | Exit | -1.13 pp | 7/6/2026 |
| Exit | MONGODB INC | -163,008 | Exit | -0.91 pp | 7/6/2026 |
| Exit | CAMPING WORLD HLDGS INC | -5,832,492 | Exit | -0.91 pp | 7/6/2026 |
| Exit | DAVE & BUSTERS ENTMT INC | -2,346,038 | Exit | -0.58 pp | 7/6/2026 |
| Exit | RED ROCK RESORTS INC | -414,491 | Exit | -0.51 pp | 7/6/2026 |
| Exit | MONDAY COM LTD | -248,101 | Exit | -0.39 pp | 7/6/2026 |
| Exit | UNITY SOFTWARE INC | -724,782 | Exit | -0.36 pp | 7/6/2026 |