0001085146-19-002352.txt : 20190814 0001085146-19-002352.hdr.sgml : 20190814 20190814165515 ACCESSION NUMBER: 0001085146-19-002352 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191027319 BUSINESS ADDRESS: STREET 1: 399 PARK AVENUE, 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-418-2100 MAIL ADDRESS: STREET 1: 399 PARK AVENUE, 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 06-30-2019 06-30-2019 false EMINENCE CAPITAL, LP

399 PARK AVENUE, 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 08-14-2019 0 48 7577633 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 88961 525000 SH Call SOLE 525000 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 259889 1533723 SH SOLE 1533723 0 0 ALPHABET INC CAP STK CL C 02079K107 212429 196528 SH SOLE 196528 0 0 AMERICAN EXPRESS CO COM 025816109 36602 296515 SH SOLE 296515 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 26528 314537 SH SOLE 314537 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 413763 5173974 SH SOLE 5173974 0 0 BERRY GLOBAL GROUP INC COM 08579W103 645828 12280431 SH SOLE 12280431 0 0 BOSTON SCIENTIFIC CORP COM 101137107 141474 3291625 SH SOLE 3291625 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 313016 9025825 SH SOLE 9025825 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 48011 1384400 SH Call SOLE 1384400 0 0 CENTENE CORP DEL COM 15135B101 136469 2602387 SH SOLE 2602387 0 0 CF INDS HLDGS INC COM 125269100 210510 4506740 SH SOLE 4506740 0 0 CITIZENS FINL GROUP INC COM 174610105 87590 2477099 SH SOLE 2477099 0 0 D R HORTON INC COM 23331A109 102482 2376115 SH SOLE 2376115 0 0 ELECTRONIC ARTS INC COM 285512109 139265 1375320 SH SOLE 1375320 0 0 EQUINIX INC COM 29444U700 169959 337026 SH SOLE 337026 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 47379 386203 SH SOLE 386203 0 0 GODADDY INC CL A 380237107 103895 1481037 SH SOLE 1481037 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 119005 8512545 SH SOLE 8512545 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 81493 995146 SH SOLE 995146 0 0 HAEMONETICS CORP COM 405024100 105926 880219 SH SOLE 880219 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 217622 2532252 SH SOLE 2532252 0 0 INTERXION HOLDING N.V SHS N47279109 145880 1917202 SH SOLE 1917202 0 0 IQVIA HLDGS INC COM 46266C105 212058 1317951 SH SOLE 1317951 0 0 LENNAR CORP CL A 526057104 238169 4914754 SH SOLE 4914754 0 0 LENNAR CORP CL B 526057302 6305 163714 SH SOLE 163714 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 14074 521455 SH SOLE 521455 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 336130 8985026 SH SOLE 8985026 0 0 MIDDLEBY CORP COM 596278101 172926 1274325 SH SOLE 1274325 0 0 MORGAN STANLEY COM NEW 617446448 141913 3239284 SH SOLE 3239284 0 0 NUTANIX INC CL A 67059N108 99453 3833970 SH SOLE 3833970 0 0 NUVASIVE INC COM 670704105 70171 1198693 SH SOLE 1198693 0 0 PAYPAL HLDGS INC COM 70450Y103 99515 869432 SH SOLE 869432 0 0 PG&E CORP COM 69331C108 182714 7971802 SH SOLE 7971802 0 0 PURE STORAGE INC CL A 74624M102 164768 10790325 SH SOLE 10790325 0 0 REALPAGE INC COM 75606N109 151000 2565843 SH SOLE 2565843 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 179823 1483567 SH SOLE 1483567 0 0 SOTHEBYS COM 835898107 12901 221938 SH SOLE 221938 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 85548 585061 SH SOLE 585061 0 0 SYSCO CORP COM 871829107 144299 2040433 SH SOLE 2040433 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 193447 1703930 SH SOLE 1703930 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 209752 5219005 SH SOLE 5219005 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 105009 357562 SH SOLE 357562 0 0 TYSON FOODS INC CL A 902494103 269444 3337181 SH SOLE 3337181 0 0 US FOODS HLDG CORP COM 912008109 242175 6772233 SH SOLE 6772233 0 0 VEREIT INC COM 92339V100 97316 10800930 SH SOLE 10800930 0 0 VULCAN MATLS CO COM 929160109 211352 1539236 SH SOLE 1539236 0 0 WEIGHT WATCHERS INTL INC NEW COM 948626106 83395 4366216 SH SOLE 4366216 0 0