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EMINENCE CAPITAL, LP: SE position timeline

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

EMINENCE CAPITAL, LP held 0 SE shares at 2026-06-30 per its 13F-HR filed 2026-07-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -4,065,665 shares

    13F-HR 0000902664-26-003015 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 ended2026-03-31
    13F 4,065,665 shares
    Change vs previous 13F +1,424,025 shares

    7.72% of the 13F portfolio, value $336,677,719.

    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).

  3. period ended2025-12-31
    13F 2,641,640 shares
    Change vs previous 13F +1,162,825 shares

    5.33% of the 13F portfolio, value $336,994,015.

    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).

  4. period ended2025-09-30
    13F 1,478,815 shares
    Change vs previous 13F -69,679 shares

    3.89% of the 13F portfolio, value $264,308,605.

    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).

  5. period ended2025-06-30
    13F 1,548,494 shares
    Change vs previous 13F -987,716 shares

    3.65% of the 13F portfolio, value $247,666,130.

    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).

  6. period ended2025-03-31
    13F 2,536,210 shares
    Change vs previous 13F -1,513,853 shares

    5.53% of the 13F portfolio, value $330,950,043.

    13F-HR 0001085146-25-003291 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).

  7. period ended2024-12-31
    13F 4,050,063 shares
    Change vs previous 13F -215,621 shares

    6.57% of the 13F portfolio, value $429,711,684.

    13F-HR 0001085146-25-001643 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).

  8. period ended2024-09-30
    13F 4,265,684 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $402,168,688.

    13F-HR 0001085146-24-005895 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).