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Name: |
EMINENCE CAPITAL LLC |
City: |
NEW YORK |
State: |
NY |
Zip: |
10022 |
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Holdings
Found :
21 |
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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 |
|
CTVA |
Corteva, Inc. |
2 |
- |
$51.89 |
$255,473,000 |
4,429,906 |
4.69% |
73,549,000 |
633,503 |
0.592 |
N/A |
|
GPK |
Graphic Packaging Internati... |
3 |
- |
$27.57 |
$247,072,000 |
8,467,167 |
4.53% |
50,801,000 |
504,842 |
2.635 |
Packaging & Containers |
|
LPX |
Louisiana Pacific Corp |
5 |
- |
$88.64 |
$177,035,000 |
2,109,817 |
3.25% |
31,338,000 |
52,826 |
1.93 |
Lumber,Wood Production |
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FWONK |
Liberty Media Corporation |
6 |
- |
$0.00 |
$176,613,000 |
2,692,271 |
3.24% |
15,695,000 |
143,284 |
1.293 |
N/A |
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SE |
Sea Limited |
8 |
- |
$76.28 |
$167,260,000 |
3,114,127 |
3.07% |
106,546,000 |
1,615,015 |
0.928 |
N/A |
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PFGC |
Performance Food Group Co |
9 |
- |
$68.09 |
$166,756,000 |
2,234,142 |
3.06% |
28,820,000 |
239,412 |
1.348 |
N/A |
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AMZN |
Amazon.com Inc |
10 |
- |
$182.81 |
$162,068,000 |
898,479 |
2.97% |
43,108,000 |
115,538 |
0.009 |
Internet Software & S... |
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Z |
Zillow Group Inc |
11 |
- |
$49.02 |
$159,449,000 |
3,268,742 |
2.92% |
69,379,000 |
1,712,050 |
1.512 |
Business Services |
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CRM |
Salesforce.com Inc |
12 |
- |
$231.81 |
$156,823,000 |
520,695 |
2.88% |
28,042,000 |
31,295 |
0.057 |
Internet Software & S... |
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PINS |
Pinterest, Inc. |
13 |
- |
$44.22 |
$152,835,000 |
4,408,279 |
2.8% |
-385,000 |
271,657 |
0.783 |
N/A |
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SMAR |
Smartsheet Inc |
14 |
- |
$41.24 |
$149,855,000 |
3,892,340 |
2.75% |
-1,896,000 |
718,971 |
2.857 |
N/A |
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BERY |
Berry Plastics Group Inc |
17 |
- |
$60.63 |
$134,371,000 |
2,221,746 |
2.46% |
96,487,000 |
1,659,592 |
1.676 |
Rubber & Plastics |
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S |
Sentinelone, Inc. |
18 |
- |
$18.16 |
$128,603,000 |
5,517,091 |
2.36% |
-20,527,000 |
82,337 |
2.218 |
N/A |
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ANTM |
Anthem Inc |
19 |
- |
$527.31 |
$123,788,000 |
238,724 |
2.27% |
45,556,000 |
72,823 |
0.095 |
N/A |
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BABA |
Alibaba Group Holding Limited |
20 |
- |
$74.46 |
$121,557,000 |
1,679,899 |
2.23% |
3,775,000 |
160,327 |
0.062 |
N/A |
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MPEL |
Melco Crown Entertainment Ltd |
22 |
- |
$7.71 |
$110,655,000 |
15,347,493 |
2.03% |
8,126,000 |
3,788,452 |
0.93 |
Gambling/Resorts |
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CBG |
CBRE Group Inc |
24 |
- |
$88.67 |
$103,541,000 |
1,064,797 |
1.9% |
12,960,000 |
91,749 |
0.314 |
Property Management |
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ST |
Sensata Technologies Holdin... |
26 |
- |
$38.73 |
$95,412,000 |
2,596,964 |
1.75% |
48,618,000 |
1,351,452 |
1.651 |
Technical & System So... |
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CPT |
Camden Property Trust |
29 |
- |
$109.62 |
$90,433,000 |
919,039 |
1.66% |
71,696,000 |
730,331 |
0.863 |
REIT - Housing/Apartm... |
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ABG |
Asbury Automotive Group Inc |
32 |
- |
$233.12 |
$83,064,000 |
352,296 |
1.52% |
9,253,000 |
24,203 |
1.403 |
Auto Dealerships |
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CWH |
Camping World Holdings, Inc. |
36 |
- |
$18.49 |
$67,295,000 |
2,416,326 |
1.23% |
29,844,000 |
990,183 |
5.387 |
N/A |
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