0001085146-19-000757.txt : 20190214 0001085146-19-000757.hdr.sgml : 20190214 20190214090027 ACCESSION NUMBER: 0001085146-19-000757 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 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: 19601249 BUSINESS ADDRESS: STREET 1: 399 PARK AVENUE, 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-418-2100 MAIL ADDRESS: STREET 1: 399 PARK AVENUE, 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 false false 0001107310 XXXXXXXX 12-31-2018 12-31-2018 false EMINENCE CAPITAL, LP

399 PARK AVENUE, 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 02-14-2019 0 44 5137722 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 109936 802046 SH SOLE 802046 0 0 ALPHABET INC CAP STK CL C 02079K107 194492 187804 SH SOLE 187804 0 0 ALTABA INC COM 021346101 49431 853148 SH SOLE 853148 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 25727 385945 SH SOLE 385945 0 0 BERRY GLOBAL GROUP INC COM 08579W103 216601 4557153 SH SOLE 4557153 0 0 CENTENE CORP DEL COM 15135B101 56205 487470 SH SOLE 487470 0 0 CF INDS HLDGS INC COM 125269100 170394 3916214 SH SOLE 3916214 0 0 CONSTELLATION BRANDS INC CL A 21036P108 68509 426000 SH SOLE 426000 0 0 D R HORTON INC COM 23331A109 47042 1357251 SH SOLE 1357251 0 0 DANAHER CORP DEL COM 235851102 169560 1644300 SH SOLE 1644300 0 0 ELECTRONIC ARTS INC COM 285512109 134043 1698682 SH SOLE 1698682 0 0 ELLIE MAE INC COM 28849P100 145109 2309552 SH SOLE 2309552 0 0 EQUIFAX INC COM 294429105 63794 685000 SH SOLE 685000 0 0 EQUINIX INC COM PAR $0.001 29444U700 30042 85211 SH SOLE 85211 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 36918 360000 SH SOLE 360000 0 0 FORESCOUT TECHNOLOGIES INC COM 34553D101 34608 1331570 SH SOLE 1331570 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 163974 15411090 SH SOLE 15411090 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 58935 1117880 SH SOLE 1117880 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 119971 1670907 SH SOLE 1670907 0 0 IMPERVA INC COM 45321L100 174719 3137358 SH SOLE 3137358 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 352579 4680455 SH SOLE 4680455 0 0 INTERXION HOLDING N.V SHS N47279109 152807 2821396 SH SOLE 2821396 0 0 IQVIA HLDGS INC COM 46266C105 272952 2349594 SH SOLE 2349594 0 0 LAS VEGAS SANDS CORP COM 517834107 43982 845000 SH SOLE 845000 0 0 LENNAR CORP CL A 526057104 148447 3791762 SH SOLE 3791762 0 0 LENNAR CORP CL B 526057302 5310 169477 SH SOLE 169477 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 24092 1128953 SH SOLE 1128953 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 288312 9391265 SH SOLE 9391265 0 0 MICROSOFT CORP COM 594918104 168552 1659467 SH SOLE 1659467 0 0 MICROSTRATEGY INC CL A NEW 594972408 11498 90000 SH SOLE 90000 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 90022 2123668 SH SOLE 2123668 0 0 PANDORA MEDIA INC COM 698354107 44944 5555556 SH SOLE 5555556 0 0 PAYPAL HLDGS INC COM 70450Y103 134650 1601263 SH SOLE 1601263 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 191375 3659184 SH SOLE 3659184 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 159910 1635235 SH SOLE 1635235 0 0 S&P GLOBAL INC COM 78409V104 36027 212000 SH SOLE 212000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 77578 1868000 SH SOLE 1868000 0 0 SYMANTEC CORP COM 871503108 22403 1185649 SH SOLE 1185649 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 116481 1131540 SH SOLE 1131540 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 127850 571295 SH SOLE 571295 0 0 US FOODS HLDG CORP COM 912008109 198115 6261523 SH SOLE 6261523 0 0 VEREIT INC COM 92339V100 73788 10320000 SH SOLE 10320000 0 0 VULCAN MATLS CO COM 929160109 201031 2034724 SH SOLE 2034724 0 0 WENDYS CO COM 95058W100 125007 8008106 SH SOLE 8008106 0 0