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| Name: |
EMINENCE CAPITAL LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
MNDY |
Mondaycom Ord Shs |
23 |
New |
$225.08 |
$104,887,000 |
464,368 |
1.92% |
104,887,000 |
464,368 |
1.052 |
N/A |
|
|
J |
Jacobs Solutions Inc |
38 |
New |
$141.00 |
$50,232,000 |
326,757 |
0.92% |
50,232,000 |
326,757 |
0.251 |
Heavy Construction |
|
|
APD |
Air Products & Chemicals Inc |
40 |
New |
$274.70 |
$47,828,000 |
197,416 |
0.88% |
47,828,000 |
197,416 |
0.089 |
Diversified Chemicals |
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TKO |
Tko Group Holdings, Inc. |
44 |
New |
$104.52 |
$32,859,000 |
380,267 |
0.6% |
32,859,000 |
380,267 |
0.457 |
N/A |
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AVB |
AvalonBay Communities |
48 |
New |
$202.40 |
$24,381,000 |
131,392 |
0.45% |
24,381,000 |
131,392 |
0.094 |
REIT - Housing/Apartm... |
|
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AIG |
American International Grou... |
49 |
New |
$74.13 |
$20,618,000 |
263,754 |
0.38% |
20,618,000 |
263,754 |
0.031 |
Property & Casualty I... |
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USFD |
Us Foods Holding Corp. |
50 |
New |
$53.14 |
$14,135,000 |
261,899 |
0.26% |
14,135,000 |
261,899 |
0.106 |
N/A |
|
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SWFT |
Knight-Swift Transportation... |
51 |
New |
$46.91 |
$6,468,000 |
117,552 |
0.12% |
6,468,000 |
117,552 |
0.066 |
Trucking |
|
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BECN |
Beacon Roofing Supply Inc |
52 |
New |
$96.80 |
$6,377,000 |
65,059 |
0.12% |
6,377,000 |
65,059 |
0.092 |
Building Materials Wh... |
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PRGO |
Perrigo Co |
53 |
New |
$25.55 |
$5,793,000 |
179,956 |
0.11% |
5,793,000 |
179,956 |
0.132 |
Drug Related Products |
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