13F-HR filed by EMINENCE CAPITAL, LP
EMINENCE CAPITAL, LP filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 39 holding rows worth $6,323,956,411.
- Accession
- 0001107310-26-000001
- Filer
- CIK 1107310
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 39 entries on the cover page, a total value of $6,323,956,411 stated on the cover page (in dollars after the unit check, H1), rows summing to $6,323,956,411 with VALUE read as dollars as filed, 13F file number 028-05589. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 1,475,615 | $340,601,454 | dollars as filed | |
| SEA LTD | 81141R100 | SPONSORD ADS | 2,641,640 | $336,994,015 | dollars as filed | |
| LOUISIANA PAC CORP COM | 546347105 | Stock | 4,048,136 | $326,927,463 | dollars as filed | |
| WORKIVA INC COM CL A | 98139A105 | Stock | 3,706,152 | $319,655,610 | dollars as filed | |
| COUPANG INC | 22266T109 | CL A | 12,644,042 | $298,272,951 | dollars as filed | |
| DRAFTKINGS INC NEW | 26142V105 | COM CL A | 8,426,755 | $290,385,977 | dollars as filed | |
| GITLAB INC CLASS A COM | 37637K108 | Stock | 7,702,226 | $289,064,542 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 1,042,521 | $276,174,238 | dollars as filed | |
| PERFORMANCE FOOD GROUP CO COM | 71377A103 | Stock | 2,647,353 | $238,049,982 | dollars as filed | |
| JEFFERIES FINANCIAL GROUP IN | 47233W109 | COM | 3,812,615 | $236,267,752 | dollars as filed | |
| ASBURY AUTOMOTIVE GROUP INC COM | 043436104 | Stock | 926,392 | $215,413,932 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 968,441 | $207,401,325 | dollars as filed | |
| ATMUS FILTRATION TECHNOLOGIE | 04956D107 | COM | 3,825,346 | $198,573,711 | dollars as filed | |
| DYNATRACE INC COM NEW | 268150109 | Stock | 4,527,266 | $196,211,708 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 12,811,941 | $192,947,831 | dollars as filed | |
| LIBERTY MEDIA CORP DEL COM LBTY ONE S C | 531229755 | Stock | 1,895,152 | $186,691,424 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 487,147 | $170,769,381 | dollars as filed | |
| LPL FINL HLDGS INC COM | 50212V100 | Stock | 441,845 | $157,813,779 | dollars as filed | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 2,093,890 | $142,845,176 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 378,260 | $124,867,409 | dollars as filed | |
| VALVOLINE INC COM | 92047W101 | Stock | 4,212,293 | $122,409,235 | dollars as filed | |
| TENET HEALTHCARE CORP COM NEW | 88033G407 | Stock | 613,961 | $122,006,330 | dollars as filed | |
| ALIBABA GROUP HLDG LTD | 01609W102 | SPONSORED ADS | 825,761 | $121,040,047 | dollars as filed | |
| PINTEREST INC CL A | 72352L106 | Stock | 4,539,453 | $117,526,438 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 249,247 | $117,076,301 | dollars as filed | |
| PELOTON INTERACTIVE INC | 70614W100 | CL A COM | 18,154,907 | $111,834,227 | dollars as filed | |
| FERGUSON ENTERPRISES INC COMMON STOCK NEW | 31488V107 | Stock | 499,807 | $111,272,032 | dollars as filed | |
| RED ROCK RESORTS INC | 75700L108 | CL A | 1,614,183 | $99,998,637 | dollars as filed | |
| MCGRATH RENTCORP | 580589109 | COM | 949,673 | $99,649,188 | dollars as filed | |
| CF INDUSTRIES HOLD COM | 125269100 | Stock | 1,276,307 | $98,709,583 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 351,839 | $81,387,397 | dollars as filed | |
| SYSCOCORP | 871829107 | COM | 897,277 | $66,120,342 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 155,822 | $65,396,935 | dollars as filed | |
| MEDLINE INC COM CL A | 58507V107 | Stock | 1,505,000 | $63,210,000 | dollars as filed | |
| CAMPING WORLD HLDGS INC CL A | 13462K109 | Stock | 5,779,805 | $56,237,503 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 62,250 | $41,090,603 | dollars as filed | |
| DAVE & BUSTERS ENTMT INC | 238337109 | COM | 2,346,038 | $38,029,276 | dollars as filed | |
| SOMNIGROUP INTERNATIONAL INC COM | 88023U101 | Stock | 313,755 | $28,012,046 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 79,151 | $17,020,631 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001107310-26-000001 | this filing | 2026-02-17 | acceptance time not in the bulk data set |