EMINENCE CAPITAL, LP
Follow13F 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
| Security | Shares change | Approx. 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).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| 00 | 0 | $0 | new | Value 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.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SESEA LTD | 4,065,665 | $337M | shares |
| AMZNAMAZON COM INC | 1,543,759 | $322M | shares |
| PFGCPERFORMANCE FOOD GROUP CO | 3,719,411 | $319M | shares |
| CPNGCOUPANG INC | 15,510,784 | $293M | shares |
| AMDADVANCED MICRO DEVICES INC | 1,176,963 | $239M | shares |
| DTDYNATRACE INC | 5,304,693 | $196M | shares |
| ABGASBURY AUTOMOTIVE GROUP INC | 956,079 | $187M | shares |
| LPXLOUISIANA PAC CORP | 2,533,385 | $184M | shares |
| SNPSSYNOPSYS INC | 449,220 | $178M | shares |
| FWONKLIBERTY MEDIA CORP DEL | 1,982,673 | $169M | shares |
| FERGFERGUSON ENTERPRISES INC | 645,805 | $151M | shares |
| WKWORKIVA INC | 2,519,889 | $150M | shares |
| THCTENET HEALTHCARE CORP | 790,302 | $149M | shares |
| VVVVALVOLINE INC | 4,425,261 | $149M | shares |
| ZZILLOW GROUP INC | 3,445,538 | $143M | shares |
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 421,673 | $143M | shares |
| SGISOMNIGROUP INTERNATIONAL INC | 1,512,994 | $112M | shares |
| BABAALIBABA GROUP HLDG LTD | 861,326 | $108M | shares |
| DHRDANAHER CORP DEL | 561,234 | $106M | shares |
| MDLNMEDLINE INC | 2,279,190 | $101M | shares |
| MTNVAIL RESORTS INC | 714,077 | $91.6M | shares |
| MGRCMCGRATH RENTCORP | 805,829 | $88.9M | shares |
| ATMUATMUS FILTRATION TECHNOLOGIE | 1,281,995 | $72.8M | shares |
| AONAON PLC | 179,019 | $57.8M | shares |
| MRSHMARSH & MCLENNAN COS INC | 320,386 | $55.6M | shares |
| ELLAUDER ESTEE COS INC | 698,350 | $50.1M | shares |
| FLUTFLUTTER ENTMT PLC | 483,900 | $49.3M | shares |
| MDBMONGODB INC | 163,008 | $39.9M | shares |
| CWHCAMPING WORLD HLDGS INC | 5,832,492 | $39.8M | shares |
| PLAYDAVE & BUSTERS ENTMT INC | 2,346,038 | $25.4M | shares |
| RRRRED ROCK RESORTS INC | 414,491 | $22.1M | shares |
| MNDYMONDAY COM LTD | 248,101 | $17.1M | shares |
| UUNITY SOFTWARE INC | 724,782 | $15.9M | shares |
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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000902664-26-003015 | base | 2026-07-06 | acceptance time not in the bulk data set |