EMINENCE CAPITAL, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$6.5T
Holdings
52
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (52 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 4,050,063 | $429.7B | 6.57% | |
| 2 | PFGCPERFORMANCE FOOD GROUP CO | 2,579,368 | $218.1B | 3.34% | |
| 3 | ZZILLOW GROUP INC | 2,914,916 | $215.8B | 3.30% | |
| 4 | ELVELEVANCE HEALTH INC | 555,545 | $204.9B | 3.13% | |
| 5 | ASHASHLAND INC | 2,860,471 | $204.4B | 3.13% | |
| 6 | AMZNAMAZON COM INC | 930,824 | $204.2B | 3.12% | |
| 7 | OKTAOKTA INC | 2,564,915 | $202.1B | 3.09% | |
| 8 | CFCF INDS HLDGS INC | 2,305,093 | $196.7B | 3.01% | |
| 9 | AWGASBURY AUTOMOTIVE GROUP INC | 787,775 | $191.5B | 2.93% | |
| 10 | FWONALIBERTY MEDIA CORP DEL | 1,986,852 | $184.1B | 2.82% | |
| 11 | LPLALPL FINL HLDGS INC | 558,647 | $182.4B | 2.79% | |
| 12 | ATMUATMUS FILTRATION TECHNOLOGIE | 4,592,614 | $179.9B | 2.75% | |
| 13 | PINSPINTEREST INC | 5,651,051 | $163.9B | 2.51% | |
| 14 | COFCAPITAL ONE FINL CORP | 891,252 | $158.9B | 2.43% | |
| 15 | GPKGRAPHIC PACKAGING HLDG CO | 5,824,872 | $158.2B | 2.42% | |
| 16 | LPXLOUISIANA PAC CORP | 1,445,106 | $149.6B | 2.29% | |
| 17 | BABAALIBABA GROUP HLDG LTD | 1,741,415 | $147.7B | 2.26% | |
| 18 | PRMBPRIMO BRANDS CORPORATION | 4,734,163 | $145.7B | 2.23% | |
| 19 | SSENTINELONE INC | 6,533,894 | $145.1B | 2.22% | |
| 20 | DTDYNATRACE INC | 2,668,160 | $145.0B | 2.22% | |
| 21 | UBERUBER TECHNOLOGIES INC | 2,269,161 | $136.9B | 2.09% | |
| 22 | BERYEURBERRY GLOBAL GROUP INC | 2,110,664 | $136.5B | 2.09% | |
| 23 | FERGFERGUSON ENTERPRISES INC | 777,965 | $135.0B | 2.07% | |
| 24 | CTVACORTEVA INC | 2,364,980 | $134.7B | 2.06% | |
| 25 | CRMSALESFORCE INC | 375,723 | $125.6B | 1.92% | |
| 26 | AMDADVANCED MICRO DEVICES INC | 1,027,742 | $124.1B | 1.90% | |
| 27 | GTLBGITLAB INC | 2,199,010 | $123.9B | 1.90% | |
| 28 | STSENSATA TECHNOLOGIES HLDG PL | 4,318,718 | $118.3B | 1.81% | |
| 29 | CRLCHARLES RIV LABS INTL INC | 627,472 | $115.8B | 1.77% | |
| 30 | PLAYDAVE & BUSTERS ENTMT INC | 3,845,454 | $112.2B | 1.72% | |
| 31 | TPDTEMPUR SEALY INTL INC | 1,881,881 | $106.7B | 1.63% | |
| 32 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,312,028 | $102.6B | 1.57% | |
| 33 | RRRRED ROCK RESORTS INC | 2,056,588 | $95.1B | 1.45% | |
| 34 | CPTCAMDEN PPTY TR | 815,884 | $94.7B | 1.45% | |
| 35 | LENLENNAR CORP | 685,225 | $93.4B | 1.43% | |
| 36 | AWNADVANCE AUTO PARTS INC | 1,844,229 | $87.2B | 1.33% | |
| 37 | CWHCAMPING WORLD HLDGS INC | 4,110,205 | $86.6B | 1.33% | |
| 38 | FRSHFRESHWORKS INC | 5,318,611 | $86.0B | 1.32% | |
| 39 | MGRCMCGRATH RENTCORP | 750,298 | $83.9B | 1.28% | |
| 40 | MGMMGM RESORTS INTERNATIONAL | 2,089,699 | $72.4B | 1.11% | |
| 41 | LKQ1LKQ CORP | 1,876,031 | $68.9B | 1.05% | |
| 42 | SIGSIGNET JEWELERS LIMITED | 838,901 | $67.7B | 1.04% | |
| 43 | DKNGDRAFTKINGS INC NEW | 1,754,174 | $65.3B | 1.00% | |
| 44 | FUNSIX FLAGS ENTERTAINMENT CORP | 1,353,610 | $65.2B | 1.00% | |
| 45 | HDBHDFC BANK LTD | 997,536 | $63.7B | 0.97% | |
| 46 | GXOGXO LOGISTICS INCORPORATED | 1,161,460 | $50.5B | 0.77% | |
| 47 | MLCOMELCO RESORTS AND ENTMNT LTD | 7,735,919 | $44.8B | 0.69% | |
| 48 | UHAL/BU HAUL HOLDING COMPANY | 548,799 | $35.2B | 0.54% | |
| 49 | PGRPROGRESSIVE CORP | 115,432 | $27.7B | 0.42% | |
| 50 | AMCRAMCOR PLC | 2,876,180 | $27.1B | 0.41% | |
| 51 | WYNNWYNN RESORTS LTD | 157,320 | $13.6B | 0.21% | |
| 52 | MSOSADVISORSHARES TR | 2,067,659 | $7.9B | 0.12% |