Investor

EMINENCE CAPITAL, LP

Portfolio Total Value

$6,382,513,000.00

Number of Stocks

50

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SE $429,711,000.0 7.4%
Reduced 5.05%
4,050,063 $106.1 $79.79
Reduced 24.8%
$38.11 $119.47
PFGC $218,085,000.0 3.75%
Added 3.18%
2,579,368 $84.55 $83.18
Reduced 1.62%
$61.6 $92.44
Z $215,849,000.0 3.72%
Reduced 25.06%
2,914,916 $74.05 $44.82
Reduced 39.47%
$38.45 $86.88
SMAR $234,178,000.0 3.69%
No Change
4,230,094 $55.36 $0.0
Reduced 100.0%
$0.0 $0.0
ANTM $204,940,000.0 3.53%
Added 140.46%
555,545 $368.9 $0.0
Reduced 100.0%
$0.0 $0.0
AMZN $204,213,000.0 3.52%
Reduced 12.77%
930,824 $219.39 $210.14
Reduced 4.22%
$151.61 $235.44
ASH $204,409,000.0 3.52%
Added 8.04%
2,860,471 $71.46 $49.92
Reduced 30.14%
$68.15 $102.5
OKTA $202,115,000.0 3.48%
Reduced 1.48%
2,564,915 $78.8 $81.1
Added 2.92%
$70.56 $114.5
CF $196,670,000.0 3.39%
Reduced 6.23%
2,305,093 $85.32 $120.18
Added 40.86%
$69.13 $98.25
ABG $191,452,000.0 3.3%
Added 15.77%
787,775 $243.03 $191.7
Reduced 21.12%
$195.09 $277.13
$184,101,000.0 3.17%
Reduced 31.7%
1,986,852 $92.66 $nan
Reduced nan%
$nan $nan
LPLA $182,403,000.0 3.14%
Reduced 48.18%
558,647 $326.51 $300.28
Reduced 8.03%
$187.19 $356.37
PINS $163,880,000.0 2.82%
Added 6.43%
5,651,051 $29.0 $18.92
Reduced 34.76%
$27.0 $45.19
COF $158,928,000.0 2.74%
Reduced 21.49%
891,252 $178.32 $184.0
Added 3.19%
$128.23 $198.3
GPK $158,203,000.0 2.72%
Added 7.73%
5,824,872 $27.16 $9.26
Reduced 65.91%
$23.47 $30.7
LPX $149,640,000.0 2.58%
Added 7.67%
1,445,106 $103.55 $72.64
Reduced 29.85%
$63.76 $122.87
BABA $147,654,000.0 2.54%
Reduced 5.55%
1,741,415 $84.79 $126.06
Added 48.67%
$68.36 $117.82
S $145,052,000.0 2.5%
Added 6.4%
6,533,894 $22.2 $14.38
Reduced 35.23%
$14.33 $30.76
DT $145,014,000.0 2.5%
Reduced 15.56%
2,668,160 $54.35 $38.32
Reduced 29.49%
$39.42 $61.41
UBER $136,875,000.0 2.36%
Added 0.45%
2,269,161 $60.32 $75.12
Added 24.54%
$54.84 $87.0
BERY $136,496,000.0 2.35%
Reduced 29.33%
2,110,664 $64.67 $0.0
Reduced 100.0%
$0.0 $0.0
CTVA $134,709,000.0 2.32%
Reduced 25.27%
2,364,980 $56.96 $77.76
Added 36.52%
$44.91 $64.2
CRM $125,615,000.0 2.16%
Added 6.48%
375,723 $334.33 $195.18
Reduced 41.62%
$212.0 $369.0
AMD $124,140,000.0 2.14%
Added 54.25%
1,027,742 $120.79 $202.68
Added 67.8%
$114.41 $227.3
GTLB $123,914,000.0 2.13%
Reduced 24.55%
2,199,010 $56.35 $22.27
Reduced 60.48%
$40.72 $78.53
ST $118,332,000.0 2.04%
Added 25.24%
4,318,718 $27.4 $34.59
Added 26.24%
$26.65 $43.14
CRL $115,831,000.0 1.99%
Reduced 37.47%
627,472 $184.6 $158.0
Reduced 14.41%
$160.85 $275.0
PLAY $112,248,000.0 1.93%
Added 3.64%
3,845,454 $29.19 $11.81
Reduced 59.54%
$22.83 $69.82
TPX $106,683,000.0 1.84%
Added 6.49%
1,881,881 $56.69 $0.0
Reduced 100.0%
$0.0 $0.0
RRR $95,096,000.0 1.64%
Added 36.15%
2,056,588 $46.24 $58.08
Added 25.61%
$42.46 $63.29
CPT $94,675,000.0 1.63%
Added 6.43%
815,884 $116.04 $98.15
Reduced 15.42%
$90.5 $127.69
CBRE $102,922,000.0 1.62%
No Change
826,818 $124.48 $135.75
Added 9.05%
$82.75 $142.0
LEN $93,444,000.0 1.61%
Added 43.39%
685,225 $136.37 $93.46
Reduced 31.47%
$128.41 $193.8
PRMW $101,495,000.0 1.6%
No Change
4,019,624 $25.25 $0.0
Reduced 100.0%
$0.0 $0.0
AAP $87,213,000.0 1.5%
No Change
1,844,229 $47.29 $50.74
Added 7.3%
$35.59 $88.56
CWH $86,643,000.0 1.49%
Added 6.89%
4,110,205 $21.08 $6.95
Reduced 67.03%
$17.29 $28.72
FRSH $86,001,000.0 1.48%
No Change
5,318,611 $16.17 $8.17
Reduced 49.47%
$10.81 $23.3
MGRC $83,898,000.0 1.44%
No Change
750,298 $111.82 $108.69
Reduced 2.8%
$95.5 $130.86
MNDY $83,954,000.0 1.32%
No Change
302,245 $277.77 $75.47
Reduced 72.83%
$174.75 $324.99
MGM $72,408,000.0 1.25%
No Change
2,089,699 $34.65 $36.95
Added 6.64%
$31.61 $48.25
LKQ $68,944,000.0 1.19%
No Change
1,876,031 $36.75 $28.79
Reduced 21.66%
$35.56 $53.68
SIG $67,707,000.0 1.17%
Reduced 1.38%
838,901 $80.71 $89.75
Added 11.2%
$54.44 $112.06
HDB $63,702,000.0 1.1%
Added 6.49%
997,536 $63.86 $25.4
Reduced 60.23%
$52.16 $68.5
GXO $50,523,000.0 0.87%
Reduced 35.35%
1,161,460 $43.5 $51.46
Added 18.3%
$41.38 $63.33
GPI $51,605,000.0 0.81%
No Change
134,726 $383.04 $322.22
Reduced 15.88%
$255.73 $456.68
MLCO $44,790,000.0 0.77%
Added 22.15%
7,735,919 $5.79 $5.47
Reduced 5.53%
$4.78 $9.39
PGR $27,658,000.0 0.48%
Added 6.1%
115,432 $239.61 $205.1
Reduced 14.4%
$175.5 $270.62
AMCR $27,064,000.0 0.47%
No Change
2,876,180 $9.41 $39.36
Added 318.28%
$8.78 $11.48
WYNN $13,554,000.0 0.23%
No Change
157,320 $86.16 $101.13
Added 17.37%
$71.63 $110.38
MSOS $7,877,000.0 0.14%
Reduced 54.25%
2,067,659 $3.81 $3.83
Added 0.52%
$3.39 $11.37

Put Options

Stock Options % Change
SPY 890,000 0.0%