0001085146-24-003939.txt : 20240814 0001085146-24-003939.hdr.sgml : 20240814 20240814160106 ACCESSION NUMBER: 0001085146-24-003939 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMINENCE CAPITAL, LP CENTRAL INDEX KEY: 0001107310 ORGANIZATION NAME: 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: 241207249 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 06-30-2024 06-30-2024 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 08-14-2024 0 56 6200278281 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 107289587 661424 SH SOLE 661424 0 0 ADVISORSHARES TR PURE US CANNABIS 00768Y453 29871091 4075183 SH SOLE 4075183 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 131787864 1830387 SH SOLE 1830387 0 0 AMAZON COM INC COM 023135106 204716682 1059336 SH SOLE 1059336 0 0 AON PLC SHS CL A G0403H108 53474129 182145 SH SOLE 182145 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 113602766 498542 SH SOLE 498542 0 0 ASHLAND INC COM 044186104 298050090 3154303 SH SOLE 3154303 0 0 AUTONATION INC COM 05329W102 25395290 159338 SH SOLE 159338 0 0 AVALONBAY CMNTYS INC COM 053484101 29186593 141073 SH SOLE 141073 0 0 BERRY GLOBAL GROUP INC COM 08579W103 159750620 2714539 SH SOLE 2714539 0 0 CAMDEN PPTY TR SH BEN INT 133131102 107636360 986494 SH SOLE 986494 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 77589252 4344303 SH SOLE 4344303 0 0 CAPITAL ONE FINL CORP COM 14040H105 127464546 920654 SH SOLE 920654 0 0 CAREMAX INC CL A NEW 14171W202 939206 336633 SH SOLE 336633 0 0 CBRE GROUP INC CL A 12504L109 135287069 1518203 SH SOLE 1518203 0 0 CF INDS HLDGS INC COM 125269100 180870737 2440242 SH SOLE 2440242 0 0 CORTEVA INC COM 22052L104 169461950 3141675 SH SOLE 3141675 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 150023030 3768476 SH SOLE 3768476 0 0 DOMA HOLDINGS INC COM NEW 25703A203 2972260 489664 SH SOLE 489664 0 0 DYNATRACE INC COM NEW 268150109 158369041 3539764 SH SOLE 3539764 0 0 ELEVANCE HEALTH INC COM 036752103 138787686 256132 SH SOLE 256132 0 0 FERGUSON PLC NEW SHS G3421J106 80630825 416374 SH SOLE 416374 0 0 GODADDY INC CL A 380237107 30992149 221832 SH SOLE 221832 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 181260969 6915718 SH SOLE 6915718 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 39764173 133760 SH SOLE 133760 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 79697939 1578177 SH SOLE 1578177 0 0 HALEON PLC SPON ADS 405552100 2921702 353717 SH SOLE 353717 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 68340139 1062337 SH SOLE 1062337 0 0 LENNAR CORP CL A 526057104 98220002 655368 SH SOLE 655368 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 207463862 2887860 SH SOLE 2887860 0 0 LOUISIANA PAC CORP COM 546347105 155070531 1883524 SH SOLE 1883524 0 0 LPL FINL HLDGS INC COM 50212V100 186921804 669251 SH SOLE 669251 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 130564935 17502002 SH SOLE 17502002 0 0 MONDAY COM LTD SHS M7S64H106 113329825 470717 SH SOLE 470717 0 0 OKTA INC CL A 679295105 186225394 1989375 SH SOLE 1989375 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 158572372 2398614 SH SOLE 2398614 0 0 PINTEREST INC CL A 72352L106 189564725 4301446 SH SOLE 4301446 0 0 PROGRESSIVE CORP COM 743315103 79429550 382406 SH SOLE 382406 0 0 PROLOGIS INC. COM 74340W103 25457532 226672 SH SOLE 226672 0 0 RED ROCK RESORTS INC CL A 75700L108 107264777 1952754 SH SOLE 1952754 0 0 ROBLOX CORP CL A 771049103 50651629 1361237 SH SOLE 1361237 0 0 SALESFORCE INC COM 79466L302 140040313 544692 SH SOLE 544692 0 0 SEA LTD SPONSORD ADS 81141R100 322992736 4522441 SH SOLE 4522441 0 0 SENSATA TECHNOLOGIES HLDG PL SHS G8060N102 127997823 3423317 SH SOLE 3423317 0 0 SENTINELONE INC CL A 81730H109 144281668 6854236 SH SOLE 6854236 0 0 SHERWIN WILLIAMS CO COM 824348106 39362917 131900 SH SOLE 131900 0 0 SIGNET JEWELERS LIMITED SHS G81276100 75643860 844428 SH SOLE 844428 0 0 SMARTSHEET INC COM CL A 83200N103 187398538 4251328 SH SOLE 4251328 0 0 TEMPUR SEALY INTL INC COM 88023U101 106478169 2249222 SH SOLE 2249222 0 0 TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS 881624209 16250000 1000000 SH SOLE 1000000 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 44089941 408278 SH SOLE 408278 0 0 UBER TECHNOLOGIES INC COM 90353T100 147865643 2034475 SH SOLE 2034475 0 0 UNITEDHEALTH GROUP INC COM 91324P102 26656705 52344 SH SOLE 52344 0 0 US FOODS HLDG CORP COM 912008109 6209362 117202 SH SOLE 117202 0 0 WIX COM LTD SHS M98068105 38880526 244424 SH SOLE 244424 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 201259397 4338422 SH SOLE 4338422 0 0