EMINENCE CAPITAL, LP Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$6.7T
Holdings
42
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BERYEURBERRY GLOBAL GROUP INC | 11,006,085 | $592.9B | 8.83% | |
| 2 | CPRICAPRI HOLDINGS LIMITED | 12,933,463 | $591.7B | 8.81% | Call |
| 3 | FWONALIBERTY MEDIA CORP DELAWARE | 9,359,932 | $328.1B | 4.89% | |
| 4 | IQVIQVIA HLDGS INC | 2,135,128 | $307.1B | 4.58% | |
| 5 | TSNTYSON FOODS INC | 4,175,682 | $289.9B | 4.32% | |
| 6 | LENLENNAR CORP | 5,569,173 | $273.4B | 4.07% | |
| 7 | ICEINTERCONTINENTAL EXCHANGE IN | 2,959,275 | $225.3B | 3.36% | |
| 8 | USFDUS FOODS HLDG CORP | 6,224,721 | $217.3B | 3.24% | |
| 9 | GOOGALPHABET INC | 185,089 | $217.2B | 3.23% | |
| 10 | GPKGRAPHIC PACKAGING HLDG CO | 16,014,959 | $202.3B | 3.01% | |
| 11 | VMCVULCAN MATLS CO | 1,631,068 | $193.1B | 2.88% | |
| 12 | QSRRESTAURANT BRANDS INTL INC | 2,950,734 | $192.1B | 2.86% | |
| 13 | —INTERXION HOLDING N.V | 2,840,090 | $189.5B | 2.82% | |
| 14 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,814,251 | $171.2B | 2.55% | |
| 15 | CFCF INDS HLDGS INC | 3,992,739 | $163.2B | 2.43% | |
| 16 | EQIXEQUINIX INC | 355,878 | $161.3B | 2.40% | |
| 17 | TMOTHERMO FISHER SCIENTIFIC INC | 583,827 | $159.8B | 2.38% | |
| 18 | ZAYOEURZAYO GROUP HLDGS INC | 5,496,367 | $156.2B | 2.33% | |
| 19 | AABAUSDALTABA INC | 2,085,055 | $154.5B | 2.30% | |
| 20 | PYPLPAYPAL HLDGS INC | 1,451,739 | $150.7B | 2.25% | |
| 21 | CNCCENTENE CORP DEL | 2,826,286 | $150.1B | 2.24% | |
| 22 | DHID R HORTON INC | 3,364,351 | $139.2B | 2.07% | |
| 23 | SCHWTHE CHARLES SCHWAB CORPORATI | 3,241,980 | $138.6B | 2.06% | |
| 24 | EAELECTRONIC ARTS INC | 1,338,456 | $136.0B | 2.03% | |
| 25 | NCLHNORWEGIAN CRUISE LINE HLDG L | 2,195,578 | $120.7B | 1.80% | |
| 26 | PSTGPURE STORAGE INC | 5,213,350 | $113.6B | 1.69% | |
| 27 | LINLINDE PLC | 644,716 | $113.4B | 1.69% | |
| 28 | DHRDANAHER CORPORATION | 842,309 | $111.2B | 1.66% | |
| 29 | SYYSYSCO CORP | 1,534,313 | $102.4B | 1.53% | |
| 30 | PCGPG&E CORP | 5,741,819 | $102.2B | 1.52% | |
| 31 | RCLROYAL CARIBBEAN CRUISES LTD | 879,987 | $100.9B | 1.50% | |
| 32 | ARCPEURVEREIT INC | 10,320,000 | $86.4B | 1.29% | |
| 33 | SF9SANDERSON FARMS INC | 558,609 | $73.6B | 1.10% | |
| 34 | GPIGROUP 1 AUTOMOTIVE INC | 1,129,691 | $73.1B | 1.09% | |
| 35 | LYFTLYFT INC | 830,000 | $65.0B | 0.97% | |
| 36 | FISFIDELITY NATL INFORMATION SV | 375,843 | $42.5B | 0.63% | |
| 37 | AXPAMERICAN EXPRESS CO | 288,221 | $31.5B | 0.47% | |
| 38 | AWGASBURY AUTOMOTIVE GROUP INC | 383,598 | $26.6B | 0.40% | |
| 39 | MIDDMIDDLEBY CORP | 156,782 | $20.4B | 0.30% | |
| 40 | LBTYBLIBERTY GLOBAL PLC | 504,191 | $12.6B | 0.19% | |
| 41 | HAEHAEMONETICS CORP | 111,356 | $9.7B | 0.15% | |
| 42 | LENLENNAR CORP | 170,326 | $6.7B | 0.10% |