0001085146-23-004448.txt : 20231114 0001085146-23-004448.hdr.sgml : 20231114 20231114160108 ACCESSION NUMBER: 0001085146-23-004448 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231114 DATE AS OF CHANGE: 20231114 EFFECTIVENESS DATE: 20231114 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: 231405628 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 X0202 13F-HR LIVE false false false 0001107310 XXXXXXXX 09-30-2023 09-30-2023 false EMINENCE CAPITAL, LP

399 PARK AVENUE, 25TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-05589 000160611 801-73523 N Ricky C. Sandler 212-418-2100 /s/ Ricky C. Sandler New York NY 11-14-2023 0 62 5059969830 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVISORSHARES TR PURE US CANNABIS 00768Y453 47664106 6003036 SH SOLE 6003036 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 101253077 1167317 SH SOLE 1167317 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 5481968 63200 SH Call SOLE 63200 0 0 AMAZON COM INC COM 023135106 153038243 1203888 SH SOLE 1203888 0 0 AMERICAN EXPRESS CO COM 025816109 14209005 95241 SH SOLE 95241 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 59358980 258004 SH SOLE 258004 0 0 ASHLAND INC COM 044186104 287026052 3514031 SH SOLE 3514031 0 0 AUTONATION INC COM 05329W102 21510004 142074 SH SOLE 142074 0 0 BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 101611962 5994806 SH SOLE 5994806 0 0 BERRY GLOBAL GROUP INC COM 08579W103 31191125 503814 SH SOLE 503814 0 0 CAREMAX INC COM CL A 14171W103 20956440 9885113 SH SOLE 9885113 0 0 CBRE GROUP INC CL A 12504L109 45493624 615944 SH SOLE 615944 0 0 CF INDS HLDGS INC COM 125269100 131796013 1537159 SH SOLE 1537159 0 0 CORTEVA INC COM 22052L104 112211530 2193345 SH SOLE 2193345 0 0 CROWN HLDGS INC COM 228368106 84784898 958238 SH SOLE 958238 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 134765575 3635435 SH SOLE 3635435 0 0 DISCOVER FINL SVCS COM 254709108 116428554 1343975 SH SOLE 1343975 0 0 DOMA HOLDINGS INC COM NEW 25703A203 2487493 489664 SH SOLE 489664 0 0 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 79142619 17432295 SH SOLE 17432295 0 0 ELEVANCE HEALTH INC COM 036752103 72197861 165812 SH SOLE 165812 0 0 FERGUSON PLC NEW SHS G3421J106 85866498 522080 SH SOLE 522080 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 66691087 611004 SH SOLE 611004 0 0 GODADDY INC CL A 380237107 16476317 221218 SH SOLE 221218 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 167779696 7530507 SH SOLE 7530507 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 55874214 207935 SH SOLE 207935 0 0 HALEON PLC SPON ADS 405552100 28021337 3363906 SH SOLE 3363906 0 0 INTUIT COM 461202103 83455407 163337 SH SOLE 163337 0 0 JFROG LTD ORD SHS M6191J100 23213707 915367 SH SOLE 915367 0 0 KEURIG DR PEPPER INC COM 49271V100 8318095 263481 SH SOLE 263481 0 0 KKR & CO INC COM 48251W104 133713518 2170674 SH SOLE 2170674 0 0 LENNAR CORP CL A 526057104 90145268 803219 SH SOLE 803219 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 130320635 2091824 SH SOLE 2091824 0 0 LOUISIANA PAC CORP COM 546347105 86516895 1565350 SH SOLE 1565350 0 0 LPL FINL HLDGS INC COM 50212V100 166021815 698598 SH SOLE 698598 0 0 MANCHESTER UTD PLC NEW ORD CL A G5784H106 83982051 4243661 SH SOLE 4243661 0 0 MASIMO CORP COM 574795100 90858663 1036253 SH SOLE 1036253 0 0 MASTERCARD INCORPORATED CL A 57636Q104 23913756 60402 SH SOLE 60402 0 0 MATCH GROUP INC NEW COM 57667L107 9588787 244768 SH SOLE 244768 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 88717671 8970442 SH SOLE 8970442 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 3359633 339700 SH Call SOLE 339700 0 0 MORGAN STANLEY COM NEW 617446448 80534705 986099 SH SOLE 986099 0 0 OKTA INC CL A 679295105 130391792 1599703 SH SOLE 1599703 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 36691896 7265722 SH SOLE 7265722 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 117851788 2002239 SH SOLE 2002239 0 0 PINTEREST INC CL A 72352L106 131830635 4877197 SH SOLE 4877197 0 0 PLANET FITNESS INC CL A 72703H101 4854459 98708 SH SOLE 98708 0 0 PROGRESSIVE CORP COM 743315103 91677091 658127 SH SOLE 658127 0 0 RED ROCK RESORTS INC CL A 75700L108 80347085 1959685 SH SOLE 1959685 0 0 SALESFORCE INC COM 79466L302 108956127 537312 SH SOLE 537312 0 0 SCHWAB CHARLES CORP COM 808513105 158503876 2887138 SH SOLE 2887138 0 0 SENTINELONE INC CL A 81730H109 48303445 2864973 SH SOLE 2864973 0 0 SHERWIN WILLIAMS CO COM 824348106 58908643 230969 SH SOLE 230969 0 0 SIGNET JEWELERS LIMITED SHS G81276100 40961860 570420 SH SOLE 570420 0 0 SMARTSHEET INC COM CL A 83200N103 134697611 3329155 SH SOLE 3329155 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 20458595 261118 SH SOLE 261118 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 114027653 5490017 SH SOLE 5490017 0 0 TEMPUR SEALY INTL INC COM 88023U101 109822910 2533985 SH SOLE 2533985 0 0 UBER TECHNOLOGIES INC COM 90353T100 187197834 4070403 SH SOLE 4070403 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 84770402 2038240 SH SOLE 2038240 0 0 WIX COM LTD SHS M98068105 22377994 243769 SH SOLE 243769 0 0 XPO INC COM 983793100 88943279 1191311 SH SOLE 1191311 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 142415971 3085268 SH SOLE 3085268 0 0