0001085146-18-001513.txt : 20180515 0001085146-18-001513.hdr.sgml : 20180515 20180515160914 ACCESSION NUMBER: 0001085146-18-001513 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 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: 18836503 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 03-31-2018 03-31-2018 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 05-15-2018 0 40 6709842 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 183476 177823 SH SOLE 177823 0 0 ALTABA INC COM 021346101 85195 1150665 SH SOLE 1150665 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 126475 1873702 SH SOLE 1873702 0 0 AUTODESK INC COM 052769106 179172 1426752 SH SOLE 1426752 0 0 CBRE GROUP INC CL A 12504L109 120795 2558124 SH SOLE 2558124 0 0 CF INDS HLDGS INC COM 125269100 110361 2925009 SH SOLE 2925009 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 199292 5095667 SH SOLE 5095667 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 152693 2992800 SH SOLE 2992800 0 0 ELECTRONIC ARTS INC COM 285512109 98170 809717 SH SOLE 809717 0 0 ELLIE MAE INC COM 28849P100 235654 2563128 SH SOLE 2563128 0 0 EQUIFAX INC COM 294429105 116030 984887 SH SOLE 984887 0 0 FACEBOOK INC CL A 30303M102 168508 1054558 SH SOLE 1054558 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 126454 1935319 SH SOLE 1935319 0 0 IMPERVA INC COM 45321L100 117646 2716995 SH SOLE 2716995 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 379160 5228347 SH SOLE 5228347 0 0 INTERXION HOLDING N.V SHS N47279109 163607 2634153 SH SOLE 2634153 0 0 IQVIA HLDGS INC COM 46266C105 345566 3522231 SH SOLE 3522231 0 0 J ALEXANDERS HLDGS INC COM 46609J106 14892 1300588 SH SOLE 1300588 0 0 JACK IN THE BOX INC COM 466367109 47785 560000 SH SOLE 560000 0 0 KRAFT HEINZ CO COM 500754106 308416 4951300 SH Call SOLE 4951300 0 0 LA QUINTA HLDGS INC COM 50420D108 210531 11133298 SH SOLE 11133298 0 0 LENNAR CORP CL A 526057104 597219 10132667 SH SOLE 10132667 0 0 LENNAR CORP CL A 526057104 216740 3677300 SH Call SOLE 3677300 0 0 LENNAR CORP CL B 526057302 7844 164471 SH SOLE 164471 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 35600 1137002 SH SOLE 1137002 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 335314 10869183 SH SOLE 10869183 0 0 MGM RESORTS INTERNATIONAL COM 552953101 242782 6932662 SH SOLE 6932662 0 0 MICROSOFT CORP COM 594918104 190247 2084438 SH SOLE 2084438 0 0 MICROSTRATEGY INC CL A NEW 594972408 98023 759924 SH SOLE 759924 0 0 NEW RELIC INC COM 64829B100 127297 1717443 SH SOLE 1717443 0 0 PANDORA MEDIA INC COM 698354107 91525 18195863 SH SOLE 18195863 0 0 PAPA JOHNS INTL INC COM 698813102 156525 2731667 SH SOLE 2731667 0 0 PAYPAL HLDGS INC COM 70450Y103 45627 601388 SH SOLE 601388 0 0 PTC INC COM 69370C100 117088 1500938 SH SOLE 1500938 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 16134 165000 SH SOLE 165000 0 0 US FOODS HLDG CORP COM 912008109 308139 9403077 SH SOLE 9403077 0 0 VEREIT INC COM 92339V100 92547 13297000 SH SOLE 13297000 0 0 VULCAN MATLS CO COM 929160109 260340 2280286 SH SOLE 2280286 0 0 WENDYS CO COM 95058W100 171283 9759708 SH SOLE 9759708 0 0 YELP INC CL A 985817105 109690 2627297 SH SOLE 2627297 0 0