0001085146-22-003107.txt : 20220815 0001085146-22-003107.hdr.sgml : 20220815 20220815160208 ACCESSION NUMBER: 0001085146-22-003107 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 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: 221165571 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 06-30-2022 06-30-2022 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 08-15-2022 0 64 5033909 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADAPTHEALTH CORP COMMON STOCK 00653Q102 8075 447616 SH SOLE 447616 0 0 ADVISORSHARES TR PURE US CANNABIS 00768Y453 30565 2953153 SH SOLE 2953153 0 0 ALPHABET INC CAP STK CL C 02079K107 108156 49444 SH SOLE 49444 0 0 AMAZON COM INC COM 023135106 102333 963501 SH SOLE 963501 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 71986 425097 SH SOLE 425097 0 0 ASHLAND GLOBAL HLDGS INC COM 044186104 420854 4083978 SH SOLE 4083978 0 0 ATARA BIOTHERAPEUTICS INC COM 046513107 10307 1323075 SH SOLE 1323075 0 0 BAUSCH PLUS LOMB CORP COMMON SHARES 071705107 42487 2787831 SH SOLE 2787831 0 0 BERRY GLOBAL GROUP INC COM 08579W103 127464 2332796 SH SOLE 2332796 0 0 CAREMAX INC COM CL A 14171W103 31399 8649869 SH SOLE 8649869 0 0 CATALENT INC COM 148806102 112368 1047329 SH SOLE 1047329 0 0 CENTENE CORP DEL COM 15135B101 107738 1273347 SH SOLE 1273347 0 0 CF INDS HLDGS INC COM 125269100 60461 705252 SH SOLE 705252 0 0 CHANGE HEALTHCARE INC COM 15912K100 91191 3954499 SH SOLE 3954499 0 0 CORTEVA INC COM 22052L104 115382 2131187 SH SOLE 2131187 0 0 COUPA SOFTWARE INC COM 22266L106 60827 1065279 SH SOLE 1065279 0 0 DOMA HOLDINGS INC COMMON STOCK 25703A104 12609 12241620 SH SOLE 12241620 0 0 DUN & BRADSTREET HLDGS INC COM 26484T106 93587 6226707 SH SOLE 6226707 0 0 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 120290 15461391 SH SOLE 15461391 0 0 ELECTRONIC ARTS INC COM 285512109 104824 861685 SH SOLE 861685 0 0 ENOVIS CORPORATION COM 194014502 66263 1204786 SH SOLE 1204786 0 0 EXACT SCIENCES CORP COM 30063P105 97283 2469746 SH SOLE 2469746 0 0 EXPEDIA GROUP INC COM NEW 30212P303 72430 763790 SH SOLE 763790 0 0 FERGUSON PLC NEW SHS G3421J106 112052 1012126 SH SOLE 1012126 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 49032 534878 SH SOLE 534878 0 0 FIFTH WALL ACQUISITN CORP III CLASS A ORD SHS G34142102 11420 1173650 SH SOLE 1173650 0 0 GODADDY INC CL A 380237107 71327 1025398 SH SOLE 1025398 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 88226 4303698 SH SOLE 4303698 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 50330 296405 SH SOLE 296405 0 0 IAA INC COM 449253103 73139 2231877 SH SOLE 2231877 0 0 IQVIA HLDGS INC COM 46266C105 46298 213366 SH SOLE 213366 0 0 IRHYTHM TECHNOLOGIES INC COM 450056106 6944 64279 SH SOLE 64279 0 0 JFROG LTD ORD SHS M6191J100 50188 2381965 SH SOLE 2381965 0 0 LENNAR CORP CL A 526057104 107491 1523182 SH SOLE 1523182 0 0 LENNAR CORP CL B 526057302 7530 128260 SH SOLE 128260 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 130940 2063015 SH SOLE 2063015 0 0 LIVANOVA PLC SHS G5509L101 118626 1898932 SH SOLE 1898932 0 0 LPL FINL HLDGS INC COM 50212V100 41489 224897 SH SOLE 224897 0 0 MASTERCARD INCORPORATED CL A 57636Q104 21135 66992 SH SOLE 66992 0 0 MATCH GROUP INC NEW COM 57667L107 13300 190845 SH SOLE 190845 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 66479 11561635 SH SOLE 11561635 0 0 MORGAN STANLEY COM NEW 617446448 106698 1402813 SH SOLE 1402813 0 0 NATERA INC COM 632307104 9959 281008 SH SOLE 281008 0 0 NEW RELIC INC COM 64829B100 279241 5579236 SH SOLE 5579236 0 0 NICE LTD SPONSORED ADR 653656108 99160 515253 SH SOLE 515253 0 0 OAK STR HEALTH INC COM 67181A107 59439 3615541 SH SOLE 3615541 0 0 PEGASYSTEMS INC COM 705573103 59222 1237926 SH SOLE 1237926 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 76794 1670170 SH SOLE 1670170 0 0 PERIMETER SOLUTIONS SA COMMON STOCK L7579L106 542 50000 SH SOLE 50000 0 0 PINTEREST INC CL A 72352L106 74385 4096116 SH SOLE 4096116 0 0 RED ROCK RESORTS INC CL A 75700L108 68546 2054726 SH SOLE 2054726 0 0 SALESFORCE INC COM 79466L302 121766 737794 SH SOLE 737794 0 0 SCHWAB CHARLES CORP COM 808513105 31856 504215 SH SOLE 504215 0 0 SPECTRUM BRANDS HLDGS INC NE COM 84790A105 76462 932232 SH SOLE 932232 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 79456 1368272 SH SOLE 1368272 0 0 TCV ACQUISITION CORP CL A SHS G8704C124 11040 1132287 SH SOLE 1132287 0 0 TEMPUR SEALY INTL INC COM 88023U101 95184 4454080 SH SOLE 4454080 0 0 TOLL BROTHERS INC COM 889478103 38776 869428 SH SOLE 869428 0 0 UBER TECHNOLOGIES INC COM 90353T100 112060 5477048 SH SOLE 5477048 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 91371 11115746 SH SOLE 11115746 0 0 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 162237 5004235 SH SOLE 5004235 0 0 WIX COM LTD SHS M98068105 105693 1612396 SH SOLE 1612396 0 0 WORKDAY INC CL A 98138H101 16045 114951 SH SOLE 114951 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 123152 3878808 SH SOLE 3878808 0 0