0001085146-21-002583.txt : 20210816 0001085146-21-002583.hdr.sgml : 20210816 20210816160118 ACCESSION NUMBER: 0001085146-21-002583 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 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: 211177666 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 06-30-2021 06-30-2021 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 08-16-2021 0 71 8128088 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ACADEMY SPORTS & OUTDOORS INC COM 00402L107 24303 589312 SH SOLE 589312 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 199156 970831 SH SOLE 970831 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 144567 637475 SH SOLE 637475 0 0 ALPHABET INC CAP STK CL C 02079K107 169512 67634 SH SOLE 67634 0 0 AMAZON COM INC COM 023135106 219682 63858 SH SOLE 63858 0 0 ANTHEM INC COM 036752103 53802 140916 SH SOLE 140916 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 60104 350726 SH SOLE 350726 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 353078 4035178 SH SOLE 4035178 0 0 AUSTERLITZ ACQUISITION CORP II *W EXP 02/19/2026 G0633U127 2244 1795056 SH SOLE 1795056 0 0 AUSTERLITZ ACQUISITION CORP II COM CL A G0633U101 69863 7180115 SH SOLE 7180115 0 0 AUTONATION INC COM 05329W102 122146 1288319 SH SOLE 1288319 0 0 BERRY GLOBAL GROUP INC COM 08579W103 293662 4502634 SH SOLE 4502634 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 132025 3094815 SH SOLE 3094815 0 0 CANNAE HLDGS INC COM 13765N107 34841 1027458 SH SOLE 1027458 0 0 CANO HEALTH INC COM CL A 13781Y103 49752 4111717 SH SOLE 4111717 0 0 CAREMAX INC COM CL A 14171W103 61033 4731250 SH SOLE 4731250 0 0 CARVANA CO CL A 146869102 44424 147186 SH SOLE 147186 0 0 CENTENE CORP DEL COM 15135B101 93648 1284084 SH SOLE 1284084 0 0 CHARTER COMMUNICATIONS INC CL A 16119P108 86347 119686 SH SOLE 119686 0 0 CIGNA CORP NEW COM 125523100 59235 249863 SH SOLE 249863 0 0 COLFAX CORP COM 194014106 187566 4094441 SH SOLE 4094441 0 0 CORTEVA INC COM 22052L104 313175 7061446 SH SOLE 7061446 0 0 CROWN HLDGS INC COM 228368106 44454 434932 SH SOLE 434932 0 0 DUN & BRADSTREET HLDGS INC COM 26484T106 194759 9113680 SH SOLE 9113680 0 0 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 105635 9250000 SH SOLE 9250000 0 0 EXACT SCIENCES CORP COM 30063P105 136283 1096313 SH SOLE 1096313 0 0 EXPEDIA GROUP INC COM NEW 30212P303 222273 1357725 SH SOLE 1357725 0 0 EXPEDIA GROUP INC 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982378 0 0 MACQUARIE INFRASTRUCTURE CORP COM 55608B105 10337 270110 SH SOLE 270110 0 0 MASTERCARD INCORPORATED CL A 57636Q104 52372 143450 SH SOLE 143450 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 158904 9589879 SH SOLE 9589879 0 0 MORGAN STANLEY COM NEW 617446448 215533 2350670 SH SOLE 2350670 0 0 NANOSTRING TECHNOLOGIES INC COM 63009R109 94006 1450930 SH SOLE 1450930 0 0 NEW RELIC INC COM 64829B100 334015 4987535 SH SOLE 4987535 0 0 NEW RELIC INC COM 64829B100 3777 56400 SH Call SOLE 56400 0 0 NICE LTD SPONSORED ADR 653656108 166027 670924 SH SOLE 670924 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 14753 270997 SH SOLE 270997 0 0 OTIS WORLDWIDE CORP COM 68902V107 96692 1182487 SH SOLE 1182487 0 0 PALO ALTO NETWORKS INC COM 697435105 141033 380092 SH SOLE 380092 0 0 PEGASYSTEMS INC COM 705573103 108846 781998 SH SOLE 781998 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 41395 853676 SH SOLE 853676 0 0 PURE STORAGE INC CL A 74624M102 152839 7825851 SH SOLE 7825851 0 0 RADIUS GLOBAL 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