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Disclosery

EMINENCE CAPITAL, LP: JEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EMINENCE CAPITAL, LP on JEF, newest first. How the timeline and the estimate are built.

EMINENCE CAPITAL, LP held 0 JEF shares at 2026-03-31 per its 13F-HR filed 2026-05-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,812,615 shares

    13F-HR 0001107310-26-000002 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,812,615 shares
    Change vs previous 13F +454,054 shares

    3.74% of the 13F portfolio, value $236,267,752.

    13F-HR 0001107310-26-000001 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 3,358,561 shares
    Change vs previous 13F +1,896,547 shares

    3.23% of the 13F portfolio, value $219,717,061.

    13F-HR 0001107310-25-000003 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 1,462,014 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $79,957,546.

    13F-HR 0001085146-25-005242 filed by EMINENCE CAPITAL, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).