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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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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 |
|
PLAY |
Dave & Busters Entertainmen... |
6 |
- |
$52.30 |
$171,865,000 |
3,191,559 |
3.35% |
37,099,000 |
-443,876 |
6.025 |
N/A |
|
|
PINS |
Pinterest, Inc. |
8 |
- |
$40.48 |
$153,220,000 |
4,136,622 |
2.99% |
21,389,000 |
-740,575 |
0.735 |
N/A |
|
|
TNDM |
Tandem Diabetes Care Inc |
9 |
- |
$36.20 |
$152,942,000 |
5,170,451 |
2.99% |
38,914,000 |
-319,566 |
7.175 |
Medical Instruments &... |
|
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SMAR |
Smartsheet Inc |
11 |
- |
$38.48 |
$151,751,000 |
3,173,369 |
2.96% |
17,053,000 |
-155,786 |
2.631 |
N/A |
|
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UBER |
Uber Technologies, Inc |
13 |
- |
$67.79 |
$146,857,000 |
2,385,205 |
2.87% |
-40,341,000 |
-1,685,198 |
0.136 |
N/A |
|
|
PFGC |
Performance Food Group Co |
15 |
- |
$68.43 |
$137,936,000 |
1,994,730 |
2.69% |
20,084,000 |
-7,509 |
1.204 |
N/A |
|
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CRM |
Salesforce.com Inc |
16 |
- |
$268.69 |
$128,781,000 |
489,400 |
2.51% |
19,825,000 |
-47,912 |
0.054 |
Internet Software & S... |
|
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AMZN |
Amazon.com Inc |
18 |
- |
$179.00 |
$118,960,000 |
782,941 |
2.32% |
-34,078,000 |
-420,947 |
0.008 |
Internet Software & S... |
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SCHW |
Charles Schwab Corp |
20 |
- |
$74.57 |
$115,986,000 |
1,685,840 |
2.26% |
-42,518,000 |
-1,201,298 |
0.094 |
Investment Brokerage ... |
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DFS |
Discover Financial Services |
21 |
- |
$124.27 |
$110,327,000 |
981,555 |
2.15% |
-6,102,000 |
-362,420 |
0.32 |
Credit Services |
|
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LEN |
Lennar Corp |
26 |
- |
$152.47 |
$91,257,000 |
612,298 |
1.78% |
1,112,000 |
-190,921 |
0.223 |
Residential Construct... |
|
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Z |
Zillow Group Inc |
28 |
- |
$41.89 |
$90,070,000 |
1,556,692 |
1.76% |
-52,346,000 |
-1,528,576 |
0.72 |
Business Services |
|
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TPX |
Tempur-Pedic International |
29 |
- |
$50.01 |
$88,652,000 |
1,739,290 |
1.73% |
-21,171,000 |
-794,695 |
0.849 |
Textile Manufacturing |
|
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FERG |
Ferguson plc |
30 |
- |
$211.43 |
$86,873,000 |
449,956 |
1.7% |
1,007,000 |
-72,124 |
0.201 |
N/A |
|
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INTU |
Intuit Inc |
32 |
- |
$615.20 |
$78,310,000 |
125,290 |
1.53% |
-5,145,000 |
-38,047 |
0.048 |
Application Software |
|
|
KKR |
KKR Financial Holdings LLC |
34 |
- |
$95.12 |
$73,895,000 |
891,916 |
1.44% |
-59,819,000 |
-1,278,758 |
0.16 |
Asset Management |
|
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PGR |
Progressive Corp |
36 |
- |
$211.80 |
$70,059,000 |
439,848 |
1.37% |
-21,618,000 |
-218,279 |
0.075 |
Property & Casualty I... |
|
|
GPI |
Group 1 Automotive Inc |
38 |
- |
$293.71 |
$50,185,000 |
164,681 |
0.98% |
-5,689,000 |
-43,254 |
0.899 |
Auto Dealerships |
|
|
SHW |
Sherwin Williams Co |
39 |
- |
$303.34 |
$49,042,000 |
157,237 |
0.96% |
-9,867,000 |
-73,732 |
0.059 |
General Building Mate... |
|
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HLN |
Haleon plc |
46 |
- |
$8.35 |
$27,662,000 |
3,361,102 |
0.54% |
-359,000 |
-2,804 |
0.073 |
N/A |
|
|
FROG |
Jfrog Ltd |
51 |
- |
$39.48 |
$14,887,000 |
430,130 |
0.29% |
-8,327,000 |
-485,237 |
0.485 |
N/A |
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