0001085146-21-003338.txt : 20211115 0001085146-21-003338.hdr.sgml : 20211115 20211115160105 ACCESSION NUMBER: 0001085146-21-003338 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 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: 211410052 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 09-30-2021 09-30-2021 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 11-15-2021 0 63 7411783 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCE AUTO PARTS INC COM 00751Y106 99342 475571 SH SOLE 475571 0 0 ADVISORSHARES TRUST PURE US CANNABIS 00768Y453 44184 1400000 SH SOLE 1400000 0 0 ALPHABET INC CAP STK CL C 02079K107 176089 66067 SH SOLE 66067 0 0 AMAZON COM INC COM 023135106 141674 43127 SH SOLE 43127 0 0 ANAPLAN INC COM 03272L108 164257 2697603 SH SOLE 2697603 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 65927 335096 SH SOLE 335096 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 359615 4035178 SH SOLE 4035178 0 0 AVANTOR INC COM 05352A100 35403 865609 SH SOLE 865609 0 0 BERRY GLOBAL GROUP INC COM 08579W103 256104 4206708 SH SOLE 4206708 0 0 BUILDERS FIRSTSOURCE INC COM 12008R107 82284 1590334 SH SOLE 1590334 0 0 CANNAE HLDGS INC COM 13765N107 34577 1111437 SH SOLE 1111437 0 0 CANO HEALTH INC COM CL A 13781Y103 49260 3884835 SH SOLE 3884835 0 0 CAREMAX INC COM CL A 14171W103 80127 8294762 SH SOLE 8294762 0 0 CERNER CORP COM 156782104 21621 306593 SH SOLE 306593 0 0 CF INDS HLDGS INC COM 125269100 70072 1255313 SH SOLE 1255313 0 0 COLFAX CORP COM 194014106 169755 3698359 SH SOLE 3698359 0 0 CORTEVA INC COM 22052L104 185696 4412920 SH SOLE 4412920 0 0 CROWN HLDGS INC COM 228368106 36330 360485 SH SOLE 360485 0 0 DOMA HOLDINGS INC COM 25703A104 73405 9919654 SH SOLE 9919654 0 0 DUN & BRADSTREET HLDGS INC COM 26484T106 90856 5404890 SH SOLE 5404890 0 0 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 182777 16174922 SH SOLE 16174922 0 0 EXACT SCIENCES CORP COM 30063P105 134987 1414213 SH SOLE 1414213 0 0 EXPEDIA GROUP INC COM NEW 30212P303 198386 1210406 SH SOLE 1210406 0 0 EXPEDIA GROUP INC COM NEW 30212P303 93505 570500 SH Call SOLE 570500 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 65760 540436 SH SOLE 540436 0 0 FIFTH WALL ACQUISITN CORP III CLASS A ORD SHS G34142102 18498 1883671 SH SOLE 1883671 0 0 GODADDY INC CL A 380237107 99068 1421350 SH SOLE 1421350 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 144170 7571980 SH SOLE 7571980 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 174897 930897 SH SOLE 930897 0 0 INTUIT COM 461202103 125327 232298 SH SOLE 232298 0 0 IQVIA HLDGS INC COM 46266C105 97591 407409 SH SOLE 407409 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 100174 355934 SH SOLE 355934 0 0 LENNAR CORP CL A 526057104 95499 1019421 SH SOLE 1019421 0 0 LENNAR CORP CL B 526057302 11317 145857 SH SOLE 145857 0 0 LIBERTY MEDIA CORP COM SER C FRMLA 531229854 176140 3426180 SH SOLE 3426180 0 0 LIVANOVA PLC SHS G5509L101 138663 1751019 SH SOLE 1751019 0 0 MASTERCARD INCORPORATED CL A 57636Q104 42929 123472 SH SOLE 123472 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 130579 12751870 SH SOLE 12751870 0 0 MISTER CAR WASH INC COM 60646V105 30766 1685793 SH SOLE 1685793 0 0 MORGAN STANLEY COM NEW 617446448 99264 1020082 SH SOLE 1020082 0 0 NEW RELIC INC COM 64829B100 333916 4652588 SH SOLE 4652588 0 0 NICE LTD SPONSORED ADR 653656108 136062 479025 SH SOLE 479025 0 0 PAGSEGURO DIGITAL LTD COM CL A G68707101 22435 433775 SH SOLE 433775 0 0 PALO ALTO NETWORKS INC COM 697435105 152475 318319 SH SOLE 318319 0 0 PEGASYSTEMS INC COM 705573103 142825 1123718 SH SOLE 1123718 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 117861 2536836 SH SOLE 2536836 0 0 PURE STORAGE INC CL A 74624M102 214771 8536217 SH SOLE 8536217 0 0 RADIUS GLOBAL INFRASTRCTRE INC COM CL A 750481103 53245 3260551 SH SOLE 3260551 0 0 RED ROCK RESORTS INC CL A 75700L108 221581 4326070 SH SOLE 4326070 0 0 SAILPOINT TECHNOLOGIES HLDGS COM 78781P105 107177 2499457 SH SOLE 2499457 0 0 SALESFORCE COM INC COM 79466L302 250974 925351 SH SOLE 925351 0 0 SMARTRENT INC COM CL A 83193G107 24055 1847513 SH SOLE 1847513 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 101933 1468769 SH SOLE 1468769 0 0 TCV ACQUISITION CORP CL A SHS G8704C124 17810 1817304 SH SOLE 1817304 0 0 TEMPUR SEALY INTL INC COM 88023U101 179375 3865015 SH SOLE 3865015 0 0 THE REALREAL INC COM 88339P101 16170 1226837 SH SOLE 1226837 0 0 TOLL BROTHERS INC COM 889478103 48788 882409 SH SOLE 882409 0 0 UBER TECHNOLOGIES INC COM 90353T100 199080 4443751 SH SOLE 4443751 0 0 UNDER ARMOUR INC CL A 904311107 52611 2607067 SH SOLE 2607067 0 0 WILLIS TOWERS WATSON PLC LTD SHS G96629103 154681 665409 SH SOLE 665409 0 0 WILLSCOT MOBILE MINI HLDNG CO COM CL A 971378104 270901 8540373 SH SOLE 8540373 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 172463 1956696 SH SOLE 1956696 0 0 ZIMMER BIOMET HOLDINGS INC COM 98956P102 23719 162061 SH SOLE 162061 0 0