EMINENCE CAPITAL, LP
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO | 0 | 421,673 | +421,673 | 0 | 142,504,390 | +142,504,390 |
| DANAHER CORP | 0 | 561,234 | +561,234 | 0 | 106,409,966 | +106,409,966 |
| VAIL RESORTS INC | 0 | 714,077 | +714,077 | 0 | 91,630,361 | +91,630,361 |
| SOMNIGROUP INTERNATIONAL INC | 0 | 1,512,994 | +1,512,994 | 0 | 111,840,516 | +111,840,516 |
| PERFORMANCE FOOD GROUP CO | 0 | 3,719,411 | +3,719,411 | 0 | 318,604,746 | +318,604,746 |
| SYNOPSYS INC | 0 | 449,220 | +449,220 | 0 | 178,106,746 | +178,106,746 |
| AON PLC | 0 | 179,019 | +179,019 | 0 | 57,783,753 | +57,783,753 |
| MARSH & MCLENNAN COS INC | 0 | 320,386 | +320,386 | 0 | 55,570,952 | +55,570,952 |
| LAUDER ESTEE COS INC | 0 | 698,350 | +698,350 | 0 | 50,120,580 | +50,120,580 |
| FERGUSON ENTERPRISES INC | 0 | 645,805 | +645,805 | 0 | 150,640,474 | +150,640,474 |
| MEDLINE INC | 0 | 2,279,190 | +2,279,190 | 0 | 101,423,955 | +101,423,955 |
| FLUTTER ENTMT PLC | 0 | 483,900 | +483,900 | 0 | 49,333,605 | +49,333,605 |
| ADVANCED MICRO DEVICES INC | 0 | 1,176,963 | +1,176,963 | 0 | 239,429,583 | +239,429,583 |
| TENET HEALTHCARE CORP | 0 | 790,302 | +790,302 | 0 | 149,137,890 | +149,137,890 |
| VALVOLINE INC | 0 | 4,425,261 | +4,425,261 | 0 | 149,042,790 | +149,042,790 |
| MONDAY COM LTD | 0 | 248,101 | +248,101 | 0 | 17,146,260 | +17,146,260 |
| UNITY SOFTWARE INC | 0 | 724,782 | +724,782 | 0 | 15,901,717 | +15,901,717 |
| DYNATRACE INC | 0 | 5,304,693 | +5,304,693 | 0 | 196,167,547 | +196,167,547 |
| ZILLOW GROUP INC | 0 | 3,445,538 | +3,445,538 | 0 | 142,576,362 | +142,576,362 |
| SEA LTD | 0 | 4,065,665 | +4,065,665 | 0 | 336,677,719 | +336,677,719 |
| COUPANG INC | 0 | 15,510,784 | +15,510,784 | 0 | 292,843,602 | +292,843,602 |
| MCGRATH RENTCORP | 0 | 805,829 | +805,829 | 0 | 88,866,822 | +88,866,822 |
| DAVE & BUSTERS ENTMT INC | 0 | 2,346,038 | +2,346,038 | 0 | 25,407,592 | +25,407,592 |
| ALIBABA GROUP HLDG LTD | 0 | 861,326 | +861,326 | 0 | 108,061,960 | +108,061,960 |
| CAMPING WORLD HLDGS INC | 0 | 5,832,492 | +5,832,492 | 0 | 39,835,920 | +39,835,920 |
| LIBERTY MEDIA CORP | 0 | 1,982,673 | +1,982,673 | 0 | 168,566,858 | +168,566,858 |
| AMAZON COM INC | 0 | 1,543,759 | +1,543,759 | 0 | 321,518,687 | +321,518,687 |
| MONGODB INC | 0 | 163,008 | +163,008 | 0 | 39,899,468 | +39,899,468 |
| ASBURY AUTOMOTIVE GROUP INC | 0 | 956,079 | +956,079 | 0 | 186,827,397 | +186,827,397 |
| META PLATFORMS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SYSCO CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| RED ROCK RESORTS INC | 0 | 414,491 | +414,491 | 0 | 22,117,240 | +22,117,240 |
| UNION PAC CORP | 0 | 0 | 0 | 0 | 0 | 0 |
| CF INDS HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| PELOTON INTERACTIVE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| PINTEREST INC | 0 | 0 | 0 | 0 | 0 | 0 |
| UNITEDHEALTH GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| ATMUS FILTRATION TECHNOLOGIES | 0 | 1,281,995 | +1,281,995 | 0 | 72,778,856 | +72,778,856 |
| LOUISIANA PAC CORP | 0 | 2,533,385 | +2,533,385 | 0 | 184,303,759 | +184,303,759 |
| LPL FINL HLDGS INC | 0 | 0 | 0 | 0 | 0 | 0 |
| WORKIVA INC | 0 | 2,519,889 | +2,519,889 | 0 | 150,260,981 | +150,260,981 |
| ELEVANCE HEALTH INC | 0 | 0 | 0 | 0 | 0 | 0 |
| GRAPHIC PACKAGING HLDG CO | 0 | 0 | 0 | 0 | 0 | 0 |
| JEFFERIES FINL GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |
| SALESFORCE INC | 0 | 0 | 0 | 0 | 0 | 0 |
| GITLAB INC | 0 | 0 | 0 | 0 | 0 | 0 |
| DRAFTKINGS INC | 0 | 0 | 0 | 0 | 0 | 0 |