Managing Member of Eminence Capital GP, LLC

0001085146-21-000796.txt : 20210216 0001085146-21-000796.hdr.sgml : 20210216 20210216090009 ACCESSION NUMBER: 0001085146-21-000796 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210216 DATE AS OF CHANGE: 20210216 EFFECTIVENESS DATE: 20210216 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: 21633055 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 false false 0001107310 XXXXXXXX 12-31-2020 12-31-2020 false EMINENCE CAPITAL, LP

399 PARK AVENUE, 25TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-05589 N Ricky C. Sandler Managing Member of Eminence Capital GP, LLC 212-418-2100 /s/ Ricky C. Sandler New York NY 02-16-2021 0 79 10670095 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 151774 652148 SH SOLE 652148 0 0 ALNYLAM PHARMACEUTICALS INC COM 02043Q107 16373 125979 SH SOLE 125979 0 0 ALPHABET INC CAP STK CL C 02079K107 124007 70785 SH SOLE 70785 0 0 AMAZON COM INC COM 023135106 26915 8264 SH SOLE 8264 0 0 ANALOG DEVICES INC COM 032654105 99179 671351 SH SOLE 671351 0 0 ANTHEM INC COM 036752103 132470 412564 SH SOLE 412564 0 0 AON PLC SHS CL A G0403H108 79013 373989 SH SOLE 373989 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 36732 252040 SH SOLE 252040 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 319586 4035178 SH SOLE 4035178 0 0 AUTONATION INC COM 05329W102 125972 1805008 SH SOLE 1805008 0 0 AVANTOR INC COM 05352A100 95553 3394410 SH SOLE 3394410 0 0 BERRY GLOBAL GROUP INC COM 08579W103 367468 6539743 SH SOLE 6539743 0 0 CANNAE HLDGS INC COM 13765N107 82757 1869381 SH SOLE 1869381 0 0 CAPITAL ONE FINL CORP COM 14040H105 134019 1355777 SH SOLE 1355777 0 0 CAPRI HOLDINGS LIMITED SHS G1890L107 64211 1528827 SH SOLE 1528827 0 0 CARGURUS INC COM CL A 141788109 71731 2260660 SH SOLE 2260660 0 0 CENTENE CORP DEL COM 15135B101 96231 1603041 SH SOLE 1603041 0 0 CHANGE HEALTHCARE INC COM 15912K100 156436 8387990 SH SOLE 8387990 0 0 CHARLES RIV LABS INTL INC COM 159864107 16989 67994 SH SOLE 67994 0 0 CIGNA CORP NEW COM 125523100 163624 785972 SH SOLE 785972 0 0 CORTEVA INC COM 22052L104 308464 7966527 SH SOLE 7966527 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 104053 3466110 SH SOLE 3466110 0 0 DEERFIELD HEALTHCARE TECH AC COM CL A 244413100 3766 241418 SH SOLE 241418 0 0 DISCOVER FINL SVCS COM 254709108 168635 1862749 SH SOLE 1862749 0 0 DUN & BRADSTREET HLDGS INC COM 26484T106 61954 2488109 SH SOLE 2488109 0 0 DUPONT DE NEMOURS INC COM 26614N102 215216 3026523 SH SOLE 3026523 0 0 EXACT SCIENCES CORP COM 30063P105 124787 941858 SH SOLE 941858 0 0 EXPEDIA GROUP INC COM NEW 30212P303 144590 1092069 SH SOLE 1092069 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 37212 263057 SH SOLE 263057 0 0 FISERV INC COM 337738108 113181 994034 SH SOLE 994034 0 0 FOLEY TRASIMENE ACQUISITION *W EXP 08/11/202 344328117 4117 897023 SH SOLE 897023 0 0 FOLEY TRASIMENE ACQUISITION COM CL A 344328109 4259 282069 SH SOLE 282069 0 0 FOLEY TRASIMENE ACQUISITION UNIT 99/99/9999 344328208 6872 404250 SH SOLE 404250 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 19246 254000 SH SOLE 254000 0 0 GODADDY INC CL A 380237107 93357 1125466 SH SOLE 1125466 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 59798 3529977 SH SOLE 3529977 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 140550 1071753 SH SOLE 1071753 0 0 GUARDANT HEALTH INC COM 40131M109 26374 204638 SH SOLE 204638 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 583556 1860000 SH Put SOLE 1860000 0 0 IQVIA HLDGS INC COM 46266C105 136539 762064 SH SOLE 762064 0 0 JAWS ACQUISITION CORP SHS G50744104 32778 2444299 SH SOLE 2444299 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 125068 614434 SH SOLE 614434 0 0 LENNAR CORP CL A 526057104 155530 2040271 SH SOLE 2040271 0 0 LENNAR CORP CL B 526057302 8968 146528 SH SOLE 146528 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 169251 3973023 SH SOLE 3973023 0 0 LKQ CORP COM 501889208 155605 4415574 SH SOLE 4415574 0 0 MACQUARIE INFRASTRUCTURE COR COM 55608B105 322977 8601248 SH SOLE 8601248 0 0 MASTERCARD INCORPORATED CL A 57636Q104 50749 142178 SH SOLE 142178 0 0 MCKESSON CORP COM 58155Q103 25019 143852 SH SOLE 143852 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 47167 2542720 SH SOLE 2542720 0 0 MORGAN STANLEY COM NEW 617446448 195975 2859695 SH SOLE 2859695 0 0 NEW RELIC INC COM 64829B100 362265 5539215 SH SOLE 5539215 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 321344 7288354 SH SOLE 7288354 0 0 OUTFRONT MEDIA INC COM 69007J106 97550 4987225 SH SOLE 4987225 0 0 PALO ALTO NETWORKS INC COM 697435105 165900 466811 SH SOLE 466811 0 0 PEGASYSTEMS INC COM 705573103 58609 439810 SH SOLE 439810 0 0 PINTEREST INC CL A 72352L106 89366 1356083 SH SOLE 1356083 0 0 PLURALSIGHT INC COM CL A 72941B106 104890 5004313 SH SOLE 5004313 0 0 PURE STORAGE INC CL A 74624M102 89829 3972974 SH SOLE 3972974 0 0 REALPAGE INC COM 75606N109 248111 2844002 SH SOLE 2844002 0 0 RED ROCK RESORTS INC CL A 75700L108 144482 5770029 SH SOLE 5770029 0 0 RYMAN HOSPITALITY PPTYS INC COM 78377T107 135029 1992756 SH SOLE 1992756 0 0 SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 97947 1839726 SH SOLE 1839726 0 0 SCHWAB CHARLES CORP COM 808513105 42166 794979 SH SOLE 794979 0 0 SEALED AIR CORP NEW COM 81211K100 32282 704992 SH SOLE 704992 0 0 SENIOR CONNECT ACQUISITN COR UNIT 12/09/2023 81723H207 31614 3072278 SH SOLE 3072278 0 0 SPDR GOLD TR GOLD SHS 78463V107 267540 1500000 SH Call SOLE 1500000 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 1046864 2800000 SH Put SOLE 2800000 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 96822 1330885 SH SOLE 1330885 0 0 TEMPUR SEALY INTL INC COM 88023U101 159711 5915211 SH SOLE 5915211 0 0 TOLL BROTHERS INC COM 889478103 120636 2775161 SH SOLE 2775161 0 0 UBER TECHNOLOGIES INC COM 90353T100 124585 2442848 SH SOLE 2442848 0 0 US FOODS HLDG CORP COM 912008109 157769 4736375 SH SOLE 4736375 0 0 VALVOLINE INC COM 92047W101 76492 3305626 SH SOLE 3305626 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 91180 4883783 SH SOLE 4883783 0 0 WELLTOWER INC COM 95040Q104 93716 1450266 SH SOLE 1450266 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 180952 7809736 SH SOLE 7809736 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 97973 2038986 SH SOLE 2038986 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 127818 984734 SH SOLE 984734 0 0