0001085146-18-002771.txt : 20181114 0001085146-18-002771.hdr.sgml : 20181114 20181114164240 ACCESSION NUMBER: 0001085146-18-002771 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180930 FILED AS OF DATE: 20181114 DATE AS OF CHANGE: 20181114 EFFECTIVENESS DATE: 20181114 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: 181184643 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 true false 0001107310 XXXXXXXX 09-30-2018 09-30-2018 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 11-08-2018 0 40 6083465 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 173139 145072 SH SOLE 145072 0 0 ALTABA INC COM 021346101 159167 2336571 SH SOLE 2336571 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 63520 923922 SH SOLE 923922 0 0 BEACON ROOFING SUPPLY INC COM 073685109 30151 833140 SH SOLE 833140 0 0 BERRY GLOBAL GROUP INC COM 08579W103 231753 4789276 SH SOLE 4789276 0 0 CBRE GROUP INC CL A 12504L109 91760 2080720 SH SOLE 2080720 0 0 CF INDS HLDGS INC COM 125269100 214525 3940573 SH SOLE 3940573 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 145123 2557231 SH SOLE 2557231 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 67588 846540 SH SOLE 846540 0 0 DANAHER CORP DEL COM 235851102 115940 1067000 SH SOLE 1067000 0 0 ELECTRONIC ARTS INC COM 285512109 121957 1012172 SH SOLE 1012172 0 0 ELLIE MAE INC COM 28849P100 194457 2051885 SH SOLE 2051885 0 0 EQUIFAX INC COM 294429105 166701 1276718 SH SOLE 1276718 0 0 EQUINIX INC COM PAR $0.001 29444U700 20490 47333 SH SOLE 47333 0 0 FORESCOUT TECHNOLOGIES INC COM 34553D101 60596 1604755 SH SOLE 1604755 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 97743 1506057 SH SOLE 1506057 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 181564 2247635 SH SOLE 2247635 0 0 IMPERVA INC COM 45321L100 145976 3142642 SH SOLE 3142642 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 363306 4851190 SH SOLE 4851190 0 0 INTERXION HOLDING N.V SHS N47279109 187258 2782441 SH SOLE 2782441 0 0 IQVIA HLDGS INC COM 46266C105 466138 3592864 SH SOLE 3592864 0 0 J ALEXANDERS HLDGS INC COM 46609J106 13471 1131976 SH SOLE 1131976 0 0 LENNAR CORP CL A 526057104 400830 8584926 SH SOLE 8584926 0 0 LENNAR CORP CL B 526057302 6525 169477 SH SOLE 169477 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 32661 1128953 SH SOLE 1128953 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 391319 10522151 SH SOLE 10522151 0 0 MICROSOFT CORP COM 594918104 198926 1739318 SH SOLE 1739318 0 0 MICROSTRATEGY INC CL A NEW 594972408 57649 409962 SH SOLE 409962 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 179028 3117321 SH SOLE 3117321 0 0 PANDORA MEDIA INC COM 698354107 52833 5555556 SH SOLE 5555556 0 0 PAYPAL HLDGS INC COM 70450Y103 40444 460430 SH SOLE 460430 0 0 PEGASYSTEMS INC COM 705573103 96631 1543620 SH SOLE 1543620 0 0 PTC INC COM 69370C100 22294 209947 SH SOLE 209947 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 133282 2248354 SH SOLE 2248354 0 0 SYMANTEC CORP COM 871503108 112636 5293053 SH SOLE 5293053 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 140995 1021778 SH SOLE 1021778 0 0 US FOODS HLDG CORP COM 912008109 250072 8113946 SH SOLE 8113946 0 0 VEREIT INC COM 92339V100 109263 15050000 SH SOLE 15050000 0 0 VULCAN MATLS CO COM 929160109 338700 3045861 SH SOLE 3045861 0 0 WENDYS CO COM 95058W100 207054 12080169 SH SOLE 12080169 0 0