0001085146-18-002136.txt : 20180814 0001085146-18-002136.hdr.sgml : 20180814 20180814160852 ACCESSION NUMBER: 0001085146-18-002136 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180630 FILED AS OF DATE: 20180814 DATE AS OF CHANGE: 20180814 EFFECTIVENESS DATE: 20180814 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: 181017502 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 06-30-2018 06-30-2018 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 08-14-2018 0 46 7335772 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 204136 182975 SH SOLE 182975 0 0 ALTABA INC COM 021346101 156859 2142591 SH SOLE 2142591 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 128854 1879711 SH SOLE 1879711 0 0 AUTODESK INC COM 052769106 167849 1280413 SH SOLE 1280413 0 0 BEACON ROOFING SUPPLY INC COM 073685109 56572 1327353 SH SOLE 1327353 0 0 BERRY GLOBAL GROUP INC COM 08579W103 191529 4169107 SH SOLE 4169107 0 0 CBRE GROUP INC CL A 12504L109 93054 1949174 SH SOLE 1949174 0 0 CF INDS HLDGS INC COM 125269100 165935 3737276 SH SOLE 3737276 0 0 COREPOINT LODGING INC COM 21872L104 55703 2150708 SH SOLE 2150708 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 230529 4860401 SH SOLE 4860401 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 50849 1067593 SH SOLE 1067593 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 151208 2401655 SH SOLE 2401655 0 0 ELECTRONIC ARTS INC COM 285512109 121742 863298 SH SOLE 863298 0 0 ELLIE MAE INC COM 28849P100 341565 3289339 SH SOLE 3289339 0 0 EQUIFAX INC COM 294429105 152023 1215115 SH SOLE 1215115 0 0 EQUINIX INC COM PAR $0.001 29444U700 19146 44538 SH SOLE 44538 0 0 FACEBOOK INC CL A 30303M102 159724 821966 SH SOLE 821966 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 122692 1947488 SH SOLE 1947488 0 0 HAIN CELESTIAL GROUP INC COM 405217100 67329 2259365 SH SOLE 2259365 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 91588 1157000 SH SOLE 1157000 0 0 IMPERVA INC COM 45321L100 131978 2735288 SH SOLE 2735288 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 335846 4566228 SH SOLE 4566228 0 0 INTERXION HOLDING N.V SHS N47279109 164424 2634153 SH SOLE 2634153 0 0 IQVIA HLDGS INC COM 46266C105 336332 3369389 SH SOLE 3369389 0 0 J ALEXANDERS HLDGS INC COM 46609J106 14624 1311606 SH SOLE 1311606 0 0 KRAFT HEINZ CO COM 500754106 315011 5014500 SH Call SOLE 5014500 0 0 LENNAR CORP CL A 526057104 655318 12482255 SH SOLE 12482255 0 0 LENNAR CORP CL B 526057302 7076 165762 SH SOLE 165762 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 29134 1057878 SH SOLE 1057878 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 450082 12121788 SH SOLE 12121788 0 0 MGM RESORTS INTERNATIONAL COM 552953101 262198 9031968 SH SOLE 9031968 0 0 MICROSOFT CORP COM 594918104 162210 1644961 SH SOLE 1644961 0 0 MICROSTRATEGY INC CL A NEW 594972408 97915 766461 SH SOLE 766461 0 0 MOHAWK INDS INC COM 608190104 65109 303863 SH SOLE 303863 0 0 PANDORA MEDIA INC COM 698354107 101581 12890968 SH SOLE 12890968 0 0 PAYPAL HLDGS INC COM 70450Y103 35930 431483 SH SOLE 431483 0 0 PTC INC COM 69370C100 129453 1379953 SH SOLE 1379953 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 99119 1643770 SH SOLE 1643770 0 0 SPECTRUM BRANDS HLDGS INC COM 84763R101 8162 100000 SH SOLE 100000 0 0 SYMANTEC CORP COM 871503108 105172 5093081 SH SOLE 5093081 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 113332 957521 SH SOLE 957521 0 0 US FOODS HLDG CORP COM 912008109 326434 8631256 SH SOLE 8631256 0 0 VEREIT INC COM 92339V100 98930 13297000 SH SOLE 13297000 0 0 VULCAN MATLS CO COM 929160109 338310 2621340 SH SOLE 2621340 0 0 WENDYS CO COM 95058W100 119391 6949401 SH SOLE 6949401 0 0 YELP INC CL A 985817105 103815 2649684 SH SOLE 2649684 0 0