0001085146-17-002453.txt : 20171114 0001085146-17-002453.hdr.sgml : 20171114 20171114162503 ACCESSION NUMBER: 0001085146-17-002453 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171114 DATE AS OF CHANGE: 20171114 EFFECTIVENESS DATE: 20171114 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMINENCE CAPITAL, LP CENTRAL INDEX KEY: 0001107310 IRS NUMBER: 134036527 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05589 FILM NUMBER: 171201932 BUSINESS ADDRESS: STREET 1: 65 EAST 55TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-418-2100 MAIL ADDRESS: STREET 1: 65 EAST 55TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: EMINENCE CAPITAL LLC DATE OF NAME CHANGE: 20000218 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001107310 XXXXXXXX 09-30-2017 09-30-2017 false EMINENCE CAPITAL, LP

65 EAST 55TH STREET 25TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-05589 N Ricky C. Sandler 212-418-2100 /s/ Ricky C. Sandler New York NY 11-14-2017 0 43 6178014 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 210810 219798 SH SOLE 219798 0 0 ALTABA INC COM 021346101 23636 356821 SH SOLE 356821 0 0 ANTHEM INC COM 036752103 141694 746231 SH SOLE 746231 0 0 ARRIS INTL INC SHS G0551A103 285125 10007889 SH SOLE 10007889 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 116545 1907441 SH SOLE 1907441 0 0 AUTODESK INC COM 052769106 212233 1890545 SH SOLE 1890545 0 0 BERRY GLOBAL GROUP INC COM 08579W103 152289 2688241 SH SOLE 2688241 0 0 BLACK KNIGHT INC COM 09215C105 46683 1084391 SH SOLE 1084391 0 0 CBRE GROUP INC CL A 12504L109 148917 3931282 SH SOLE 3931282 0 0 CF INDS HLDGS INC COM 125269100 174312 4957693 SH SOLE 4957693 0 0 CONSTELLATION BRANDS INC CL A 21036P108 137975 691778 SH SOLE 691778 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 222216 5471961 SH SOLE 5471961 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 96566 2355275 SH SOLE 2355275 0 0 EQUIFAX INC COM 294429105 107156 1011000 SH SOLE 1011000 0 0 EXPEDIA INC DEL COM NEW 30212P303 224281 1558157 SH SOLE 1558157 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 121158 3536476 SH SOLE 3536476 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 58708 3423233 SH SOLE 3423233 0 0 FOREST CITY RLTY TR INC COM CL A 345605109 93775 3676000 SH SOLE 3676000 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 118839 1640069 SH SOLE 1640069 0 0 IMPERVA INC COM 45321L100 126075 2904959 SH SOLE 2904959 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 371637 5409565 SH SOLE 5409565 0 0 INTERXION HOLDING N.V SHS N47279109 225997 4437395 SH SOLE 4437395 0 0 J ALEXANDERS HLDGS INC COM 46609J106 14932 1287270 SH SOLE 1287270 0 0 JACK IN THE BOX INC COM 466367109 123455 1211297 SH SOLE 1211297 0 0 KAR AUCTION SVCS INC COM 48238T109 127183 2664070 SH SOLE 2664070 0 0 LA QUINTA HLDGS INC COM 50420D108 184492 10542423 SH SOLE 10542423 0 0 LENNAR CORP CL A 526057104 428848 8122128 SH SOLE 8122128 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 145959 4304314 SH SOLE 4304314 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 237862 6244748 SH SOLE 6244748 0 0 MATTEL INC COM 577081102 34598 2235000 SH SOLE 2235000 0 0 MICROSOFT CORP COM 594918104 173518 2329416 SH SOLE 2329416 0 0 MICROSTRATEGY INC CL A NEW 594972408 97518 763587 SH SOLE 763587 0 0 NEW RELIC INC COM 64829B100 156869 3149972 SH SOLE 3149972 0 0 NIKE INC CL B 654106103 32432 625500 SH SOLE 625500 0 0 PANDORA MEDIA INC COM 698354107 76218 9898427 SH SOLE 9898427 0 0 PTC INC COM 69370C100 110998 1972254 SH SOLE 1972254 0 0 QUINTILES IMS HOLDINGS INC COM 74876Y101 113038 1189000 SH SOLE 1189000 0 0 REXNORD CORP NEW COM 76169B102 63525 2500000 SH SOLE 2500000 0 0 S&P GLOBAL INC COM 78409V104 68127 435847 SH SOLE 435847 0 0 US FOODS HLDG CORP COM 912008109 212916 7974365 SH SOLE 7974365 0 0 WENDYS CO COM 95058W100 138282 8904174 SH SOLE 8904174 0 0 YELP INC CL A 985817105 87430 2019169 SH SOLE 2019169 0 0 ZYNGA INC CL A 98986T108 133187 35234689 SH SOLE 35234689 0 0