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EMINENCE CAPITAL, LP

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13F filer, CIK 1107310, NEW YORK, NY

EMINENCE CAPITAL, LP reported $5,984,638,662 across 47 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 37.15% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001085146-25-003291

Period
2025-03-31
Reported value
$5.98B
Holdings
47
Top 10 weight
37.15%
New
6
Sold out
11

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DKNGadded+3,423,909$114M
BACnew+2,698,949$113M
IBPnew+636,384$109M
EVRnew+534,375$107M
LENadded+896,264$103M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ASHexited-2,860,471-$204M
SEreduced-1,513,853-$198M
CTVAexited-2,364,980-$135M
STexited-4,318,718-$118M
AAPexited-1,844,229-$87.2M

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, Q1 2025

Share positions as resolved from 13F-HR 0001085146-25-003291, largest first. % of portfolio is the value over $5,984,638,662, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,265,684 shares; 2024Q4: 4,050,063 shares; 2025Q1: 2,536,210 shares 2,536,210$331M5.53%-1,513,853Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,603,353 shares; 2024Q4: 2,564,915 shares; 2025Q1: 2,484,344 shares 2,484,344$261M4.37%-80,571Timeline
PRMBPRIMO BRANDS CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,734,163 shares; 2025Q1: 7,019,075 shares 7,019,075$249M4.16%+2,284,912Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 231,034 shares; 2024Q4: 555,545 shares; 2025Q1: 558,671 shares 558,671$243M4.06%+3,126Timeline
ATMUATMUS FILTRATION TECHNOLOGIEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,564,997 shares; 2024Q4: 4,592,614 shares; 2025Q1: 5,757,054 shares 5,757,054$211M3.53%+1,164,440Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,067,075 shares; 2024Q4: 930,824 shares; 2025Q1: 1,093,885 shares 1,093,885$208M3.48%+163,061Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 477,882 shares; 2024Q4: 685,225 shares; 2025Q1: 1,581,489 shares 1,581,489$182M3.03%+896,264Timeline
FWONKLIBERTY MEDIA CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,908,903 shares; 2024Q4: 1,986,852 shares; 2025Q1: 2,000,546 shares 2,000,546$180M3.01%+13,694Timeline
PINSPINTEREST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,309,733 shares; 2024Q4: 5,651,051 shares; 2025Q1: 5,783,514 shares 5,783,514$179M3%+132,463Timeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,458,133 shares; 2024Q4: 2,305,093 shares; 2025Q1: 2,281,620 shares 2,281,620$178M2.98%-23,473Timeline
DKNGDRAFTKINGS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,754,174 shares; 2025Q1: 5,178,083 shares 5,178,083$172M2.87%+3,423,909Timeline
LPLALPL FINL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,078,109 shares; 2024Q4: 558,647 shares; 2025Q1: 523,113 shares 523,113$171M2.86%-35,534Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,843,723 shares; 2024Q4: 1,741,415 shares; 2025Q1: 1,261,432 shares 1,261,432$167M2.79%-479,983Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,889,743 shares; 2024Q4: 2,914,916 shares; 2025Q1: 2,432,154 shares 2,432,154$167M2.79%-482,762Timeline
PFGCPERFORMANCE FOOD GROUP COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,499,777 shares; 2024Q4: 2,579,368 shares; 2025Q1: 2,108,966 shares 2,108,966$166M2.77%-470,402Timeline
ABGASBURY AUTOMOTIVE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 680,458 shares; 2024Q4: 787,775 shares; 2025Q1: 736,621 shares 736,621$163M2.72%-51,154Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666,263 shares; 2024Q4: 1,027,742 shares; 2025Q1: 1,566,817 shares 1,566,817$161M2.69%+539,075Timeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,159,722 shares; 2024Q4: 2,668,160 shares; 2025Q1: 3,351,603 shares 3,351,603$158M2.64%+683,443Timeline
LPXLOUISIANA PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,342,209 shares; 2024Q4: 1,445,106 shares; 2025Q1: 1,675,943 shares 1,675,943$154M2.58%+230,837Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,312,028 shares; 2025Q1: 1,819,129 shares 1,819,129$147M2.45%+507,101Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,135,214 shares; 2024Q4: 891,252 shares; 2025Q1: 801,742 shares 801,742$144M2.4%-89,510Timeline
SGISOMNIGROUP INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,767,158 shares; 2024Q4: 1,881,881 shares; 2025Q1: 2,165,179 shares 2,165,179$130M2.17%+283,298Timeline
BERRY GLOBAL GROUP INCBERRY GLOBAL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,986,639 shares; 2024Q4: 2,110,664 shares; 2025Q1: 1,837,134 shares 1,837,134$128M2.14%-273,530
FERGFERGUSON ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 295,899 shares; 2024Q4: 777,965 shares; 2025Q1: 734,258 shares 734,258$118M1.97%-43,707Timeline
GTLBGITLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,914,640 shares; 2024Q4: 2,199,010 shares; 2025Q1: 2,498,201 shares 2,498,201$117M1.96%+299,191Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,258,947 shares; 2024Q4: 2,269,161 shares; 2025Q1: 1,568,685 shares 1,568,685$114M1.91%-700,476Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,698,949 shares 2,698,949$113M1.88%newTimeline
IBPINSTALLED BLDG PRODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636,384 shares 636,384$109M1.82%newTimeline
RRRRED ROCK RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,510,541 shares; 2024Q4: 2,056,588 shares; 2025Q1: 2,478,311 shares 2,478,311$107M1.8%+421,723Timeline
EVREVERCORE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 534,375 shares 534,375$107M1.78%newTimeline
SSENTINELONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,140,908 shares; 2024Q4: 6,533,894 shares; 2025Q1: 5,660,544 shares 5,660,544$103M1.72%-873,350Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 352,856 shares; 2024Q4: 375,723 shares; 2025Q1: 367,150 shares 367,150$98.5M1.65%-8,573Timeline
MGRCMCGRATH RENTCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 750,298 shares; 2025Q1: 840,071 shares 840,071$93.6M1.56%+89,773Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,406,859 shares; 2024Q4: 5,824,872 shares; 2025Q1: 3,290,428 shares 3,290,428$85.4M1.43%-2,534,444Timeline
HDBHDFC BANK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 936,712 shares; 2024Q4: 997,536 shares; 2025Q1: 1,186,551 shares 1,186,551$78.8M1.32%+189,015Timeline
FRSHFRESHWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,318,611 shares; 2025Q1: 5,259,960 shares 5,259,960$74.2M1.24%-58,651Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,003,472 shares; 2024Q4: 627,472 shares; 2025Q1: 435,454 shares 435,454$65.5M1.1%-192,018Timeline
WKWORKIVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 855,000 shares 855,000$64.9M1.08%newTimeline
PLAYDAVE & BUSTERS ENTMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,710,359 shares; 2024Q4: 3,845,454 shares; 2025Q1: 2,905,454 shares 2,905,454$51M0.85%-940,000Timeline
FROGJFROG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,352,124 shares 1,352,124$43.3M0.72%newTimeline
FLUTFLUTTER ENTMT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 155,024 shares 155,024$34.3M0.57%newTimeline
AMCOR PLCAMCOR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,876,180 shares; 2025Q1: 3,520,144 shares 3,520,144$34.1M0.57%+643,964
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 766,588 shares; 2024Q4: 815,884 shares; 2025Q1: 269,785 shares 269,785$33M0.55%-546,099Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 108,797 shares; 2024Q4: 115,432 shares; 2025Q1: 116,059 shares 116,059$32.8M0.55%+627Timeline
CWHCAMPING WORLD HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,845,270 shares; 2024Q4: 4,110,205 shares; 2025Q1: 1,851,374 shares 1,851,374$29.9M0.5%-2,258,831Timeline
FUNSIX FLAGS ENTERTAINMENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 892,550 shares; 2024Q4: 1,353,610 shares; 2025Q1: 643,312 shares 643,312$22.9M0.38%-710,298Timeline
MSOSADVISORSHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,519,363 shares; 2024Q4: 2,067,659 shares; 2025Q1: 1,481,645 shares 1,481,645$3.87M0.06%-586,014Timeline

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
ASHASHLAND INC2,860,471$204Mshares
CTVACORTEVA INC2,364,980$135Mshares
STSENSATA TECHNOLOGIES HLDG PL4,318,718$118Mshares
AAPADVANCE AUTO PARTS INC1,844,229$87.2Mshares
MGMMGM RESORTS INTERNATIONAL2,089,699$72.4Mshares
LKQLKQ CORP1,876,031$68.9Mshares
SIGSIGNET JEWELERS LTD838,901$67.7Mshares
GXOGXO LOGISTICS INCORPORATED1,161,460$50.5Mshares
MLCOMELCO RESORTS AND ENTMNT LTD7,735,919$44.8Mshares
UHAL-BU HAUL HOLDING COMPANY548,799$35.2Mshares
WYNNWYNN RESORTS LTD157,320$13.6Mshares

How Q1 2025 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 0001085146-25-003291 base2025-05-15acceptance time not in the bulk data set