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EMINENCE CAPITAL, LP

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13F filer, CIK 1107310, NEW YORK, NY

EMINENCE CAPITAL, LP reported $0 across 1 holding for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-06.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-003015

Period
2026-06-30
Reported value
$0
Holdings
1
Top 10 weight
New
1
Sold out
33

Largest buys vs the previous quarter

None.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SEexited-4,065,665-$337M
AMZNexited-1,543,759-$322M
PFGCexited-3,719,411-$319M
CPNGexited-15,510,784-$293M
AMDexited-1,176,963-$239M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000902664-26-003015, largest first. % of portfolio is the value over $0, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
00Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 0 shares 0$0newValue filed as zero, left out of ratios.Amount filed as zero, left out of ratios.

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SESEA LTD4,065,665$337Mshares
AMZNAMAZON COM INC1,543,759$322Mshares
PFGCPERFORMANCE FOOD GROUP CO3,719,411$319Mshares
CPNGCOUPANG INC15,510,784$293Mshares
AMDADVANCED MICRO DEVICES INC1,176,963$239Mshares
DTDYNATRACE INC5,304,693$196Mshares
ABGASBURY AUTOMOTIVE GROUP INC956,079$187Mshares
LPXLOUISIANA PAC CORP2,533,385$184Mshares
SNPSSYNOPSYS INC449,220$178Mshares
FWONKLIBERTY MEDIA CORP DEL1,982,673$169Mshares
FERGFERGUSON ENTERPRISES INC645,805$151Mshares
WKWORKIVA INC2,519,889$150Mshares
THCTENET HEALTHCARE CORP790,302$149Mshares
VVVVALVOLINE INC4,425,261$149Mshares
ZZILLOW GROUP INC3,445,538$143Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC421,673$143Mshares
SGISOMNIGROUP INTERNATIONAL INC1,512,994$112Mshares
BABAALIBABA GROUP HLDG LTD861,326$108Mshares
DHRDANAHER CORP DEL561,234$106Mshares
MDLNMEDLINE INC2,279,190$101Mshares
MTNVAIL RESORTS INC714,077$91.6Mshares
MGRCMCGRATH RENTCORP805,829$88.9Mshares
ATMUATMUS FILTRATION TECHNOLOGIE1,281,995$72.8Mshares
AONAON PLC179,019$57.8Mshares
MRSHMARSH & MCLENNAN COS INC320,386$55.6Mshares
ELLAUDER ESTEE COS INC698,350$50.1Mshares
FLUTFLUTTER ENTMT PLC483,900$49.3Mshares
MDBMONGODB INC163,008$39.9Mshares
CWHCAMPING WORLD HLDGS INC5,832,492$39.8Mshares
PLAYDAVE & BUSTERS ENTMT INC2,346,038$25.4Mshares
RRRRED ROCK RESORTS INC414,491$22.1Mshares
MNDYMONDAY COM LTD248,101$17.1Mshares
UUNITY SOFTWARE INC724,782$15.9Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-26-003015 base2026-07-06acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000902664-26-003015 Quarter ended 2026-06-302026-07-06acceptance time not in the bulk data set
13F-HR 0001107310-26-000002 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001107310-26-000001 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001107310-25-000003 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001085146-25-005242 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001085146-25-003291 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001085146-25-001643 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001085146-24-005895 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001085146-24-003939 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001085146-24-002579 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001085146-24-001243 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001085146-23-004448 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001085146-23-003378 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001085146-23-002396 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001085146-23-001174 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001085146-22-004082 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001085146-22-003107 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001085146-22-002182 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001085146-22-000926 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001085146-21-003338 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001085146-21-002583 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001085146-21-001782 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001085146-21-000796 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001085146-20-003041 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001085146-20-002329 Quarter ended 2020-06-302020-08-17acceptance time not in the bulk data set
13F-HR 0001085146-20-001619 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001085146-20-000699 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001085146-19-003006 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001085146-19-002352 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001085146-19-001673 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001085146-19-000757 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001085146-18-002771 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001085146-18-002136 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001085146-18-001513 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001085146-18-000721 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001085146-17-002453 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001085146-17-001909 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001085146-17-001363 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001085146-17-000655 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001085146-16-004869 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001085146-16-004358 Quarter ended 2016-06-302016-08-15acceptance time not in the bulk data set
13F-HR 0001085146-16-003851 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001085146-16-003174 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0001085146-15-002424 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0001085146-15-001829 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001085146-15-001315 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001085146-15-000569 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0001085146-14-002338 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0001085146-14-001761 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0001085146-14-001217 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0001085146-14-000695 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0001085146-13-001998 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0001085146-13-001510 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set