0001085146-19-001673.txt : 20190515 0001085146-19-001673.hdr.sgml : 20190515 20190515170323 ACCESSION NUMBER: 0001085146-19-001673 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 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: 19829439 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 03-31-2019 03-31-2019 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 05-15-2019 0 43 6713354 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALPHABET INC CAP STK CL C 02079K107 217167 185089 SH SOLE 185089 0 0 ALTABA INC COM 021346101 154544 2085055 SH SOLE 2085055 0 0 AMERICAN EXPRESS CO COM 025816109 31503 288221 SH SOLE 288221 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 26606 383598 SH SOLE 383598 0 0 BERRY GLOBAL GROUP INC COM 08579W103 592898 11006085 SH SOLE 11006085 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 390420 8533763 SH SOLE 8533763 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 201286 4399700 SH Call SOLE 4399700 0 0 CENTENE CORP DEL COM 15135B101 150076 2826286 SH SOLE 2826286 0 0 CF INDS HLDGS INC COM 125269100 163223 3992739 SH SOLE 3992739 0 0 D R HORTON INC COM 23331A109 139217 3364351 SH SOLE 3364351 0 0 DANAHER CORPORATION COM 235851102 111202 842309 SH SOLE 842309 0 0 ELECTRONIC ARTS INC COM 285512109 136027 1338456 SH SOLE 1338456 0 0 EQUINIX INC COM 29444U700 161270 355878 SH SOLE 355878 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 42508 375843 SH SOLE 375843 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 202269 16014959 SH SOLE 16014959 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 73091 1129691 SH SOLE 1129691 0 0 HAEMONETICS CORP COM 405024100 9741 111356 SH SOLE 111356 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 225319 2959275 SH SOLE 2959275 0 0 INTERXION HOLDING N.V SHS N47279109 189519 2840090 SH SOLE 2840090 0 0 IQVIA HLDGS INC COM 46266C105 307138 2135128 SH SOLE 2135128 0 0 LENNAR CORP CL A 526057104 273391 5569173 SH SOLE 5569173 0 0 LENNAR CORP CL B 526057302 6663 170326 SH SOLE 170326 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 12564 504191 SH SOLE 504191 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 328066 9359932 SH SOLE 9359932 0 0 LINDE PLC COM G5494J103 113425 644716 SH SOLE 644716 0 0 LYFT INC CL A COM 55087P104 64981 830000 SH SOLE 830000 0 0 MIDDLEBY CORP COM 596278101 20386 156782 SH SOLE 156782 0 0 NORWEGIAN CRUISE LINE HLDG L SHS G66721104 120669 2195578 SH SOLE 2195578 0 0 PAYPAL HLDGS INC COM 70450Y103 150749 1451739 SH SOLE 1451739 0 0 PG&E CORP COM 69331C108 102204 5741819 SH SOLE 5741819 0 0 PURE STORAGE INC CL A 74624M102 113599 5213350 SH SOLE 5213350 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 192122 2950734 SH SOLE 2950734 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 100864 879987 SH SOLE 879987 0 0 SANDERSON FARMS INC COM 800013104 73647 558609 SH SOLE 558609 0 0 SYSCO CORP COM 871829107 102431 1534313 SH SOLE 1534313 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 171211 1814251 SH SOLE 1814251 0 0 THE CHARLES SCHWAB CORPORATI COM 808513105 138627 3241980 SH SOLE 3241980 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 159805 583827 SH SOLE 583827 0 0 TYSON FOODS INC CL A 902494103 289918 4175682 SH SOLE 4175682 0 0 US FOODS HLDG CORP COM 912008109 217305 6224721 SH SOLE 6224721 0 0 VEREIT INC COM 92339V100 86378 10320000 SH SOLE 10320000 0 0 VULCAN MATLS CO COM 929160109 193118 1631068 SH SOLE 1631068 0 0 ZAYO GROUP HLDGS INC COM 98919V105 156207 5496367 SH SOLE 5496367 0 0