0001085146-17-000655.txt : 20170214 0001085146-17-000655.hdr.sgml : 20170214 20170214074052 ACCESSION NUMBER: 0001085146-17-000655 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170214 DATE AS OF CHANGE: 20170214 EFFECTIVENESS DATE: 20170214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMINENCE CAPITAL, LP CENTRAL INDEX KEY: 0001107310 IRS NUMBER: 134036527 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05589 FILM NUMBER: 17602437 BUSINESS ADDRESS: STREET 1: 65 EAST 55TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-418-2100 MAIL ADDRESS: STREET 1: 65 EAST 55TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 FORMER COMPANY: FORMER CONFORMED NAME: EMINENCE CAPITAL LLC DATE OF NAME CHANGE: 20000218 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001107310 XXXXXXXX 12-31-2016 12-31-2016 false EMINENCE CAPITAL, LP

65 EAST 55TH STREET 25TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-05589 N Ricky C. Sandler 212-418-2100 /s/ Ricky C. Sandler New York NY 02-14-2017 0 47 6387073 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ANTHEM INC COM 036752103 139760 972109 SH SOLE 972109 0 0 ARRIS INTL INC SHS G0551A103 230219 7640856 SH SOLE 7640856 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 114251 1851726 SH SOLE 1851726 0 0 AUTODESK INC COM 052769106 858284 11596872 SH SOLE 11596872 0 0 AUTONATION INC COM 05329W102 166592 3424303 SH SOLE 3424303 0 0 BAIDU INC SPON ADR REP A 056752108 154156 937631 SH SOLE 937631 0 0 BAIDU INC SPON ADR REP A 056752108 12824 78000 SH Call SOLE 78000 0 0 BERRY PLASTICS GROUP INC COM 08579W103 49852 1023030 SH SOLE 1023030 0 0 CALATLANTIC GROUP INC COM 128195104 46475 1366497 SH SOLE 1366497 0 0 CBRE GROUP INC CL A 12504L109 183187 5817307 SH SOLE 5817307 0 0 CF INDS HLDGS INC COM 125269100 166074 5275546 SH SOLE 5275546 0 0 COCA COLA EUROPEAN PARTNERS SHS G25839104 76565 2438369 SH SOLE 2438369 0 0 CONSTELLATION BRANDS INC CL A 21036P108 92199 601388 SH SOLE 601388 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 99469 2350952 SH SOLE 2350952 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 71597 1789934 SH SOLE 1789934 0 0 DUNKIN BRANDS GROUP INC COM 265504100 238055 4539567 SH SOLE 4539567 0 0 EXPEDIA INC DEL COM NEW 30212P303 113519 1002112 SH SOLE 1002112 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 134006 3945984 SH SOLE 3945984 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 83828 6118805 SH SOLE 6118805 0 0 FORTINET INC COM 34959E109 94207 3127727 SH SOLE 3127727 0 0 GENPACT LIMITED SHS G3922B107 126068 5179454 SH SOLE 5179454 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 140641 1804480 SH SOLE 1804480 0 0 HUMANA INC COM 444859102 221093 1083630 SH SOLE 1083630 0 0 IMPERVA INC COM 45321L100 57000 1484374 SH SOLE 1484374 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 228140 4043597 SH SOLE 4043597 0 0 INTERXION HOLDING N.V SHS N47279109 156813 4471424 SH SOLE 4471424 0 0 J ALEXANDERS HLDGS INC COM 46609J106 13410 1247441 SH SOLE 1247441 0 0 KAR AUCTION SVCS INC COM 48238T109 125517 2945022 SH SOLE 2945022 0 0 LA QUINTA HLDGS INC COM 50420D108 145354 10229011 SH SOLE 10229011 0 0 LENNAR CORP CL A 526057104 390091 9086685 SH SOLE 9086685 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 98052 3205359 SH SOLE 3205359 0 0 MICROSTRATEGY INC CL A NEW 594972408 139699 707693 SH SOLE 707693 0 0 MONSANTO CO NEW COM 61166W101 24218 230190 SH SOLE 230190 0 0 MORGAN STANLEY COM NEW 617446448 122757 2905494 SH SOLE 2905494 0 0 PANDORA MEDIA INC COM 698354107 160957 12343308 SH SOLE 12343308 0 0 PTC INC COM 69370C100 88154 1905213 SH SOLE 1905213 0 0 REXNORD CORP NEW COM 76169B102 15837 808426 SH SOLE 808426 0 0 S&P GLOBAL INC COM 78409V104 62101 577466 SH SOLE 577466 0 0 TAILORED BRANDS INC COM 87403A107 156968 6143578 SH SOLE 6143578 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 92179 1870142 SH SOLE 1870142 0 0 TRIPADVISOR INC COM 896945201 69323 1495000 SH SOLE 1495000 0 0 US FOODS HLDG CORP COM 912008109 130718 4756836 SH SOLE 4756836 0 0 VIASAT INC COM 92552V100 82265 1242305 SH SOLE 1242305 0 0 WENDYS CO COM 95058W100 123923 9165885 SH SOLE 9165885 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 63773 3465939 SH SOLE 3465939 0 0 YAHOO INC COM 984332106 79511 2056144 SH SOLE 2056144 0 0 ZYNGA INC CL A 98986T108 147392 57351121 SH SOLE 57351121 0 0