0001085146-23-002396.txt : 20230515 0001085146-23-002396.hdr.sgml : 20230515 20230515160107 ACCESSION NUMBER: 0001085146-23-002396 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230515 DATE AS OF CHANGE: 20230515 EFFECTIVENESS DATE: 20230515 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: 23921733 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 X0202 13F-HR LIVE false false false 0001107310 XXXXXXXX 03-31-2023 03-31-2023 false EMINENCE CAPITAL, LP

399 PARK AVENUE, 25TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-05589 000160611 801-73523 N Ricky C. Sandler 212-418-2100 /s/ Ricky C. Sandler New York NY 05-15-2023 0 66 7041035294 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVISORSHARES PURE US CANNABIS ETF PURE US CANNABIS 00768Y453 26080570 4583580 SH SOLE 4583580 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 61946421 606248 SH SOLE 606248 0 0 AMAZON COM INC COM 023135106 168195577 1628382 SH SOLE 1628382 0 0 AMC ENTMT HLDGS INC CL A COM 00165C104 13761568 2746820 SH SOLE 2746820 0 0 AMERICAN EXPRESS CO COM 025816109 17443463 105750 SH SOLE 105750 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 59516100 283410 SH SOLE 283410 0 0 ASHLAND INC COM 044186104 403395682 3927521 SH SOLE 3927521 0 0 AUTONATION INC COM 05329W102 23134105 172180 SH SOLE 172180 0 0 AVANTOR INC COM 05352A100 113050145 5347689 SH SOLE 5347689 0 0 BAUSCH AND LOMB CORP COMMON SHARES 071705107 97139252 5579509 SH SOLE 5579509 0 0 BERRY GLOBAL GROUP INC COM 08579W103 148751773 2525497 SH SOLE 2525497 0 0 BIO RAD LABS INC CL A 090572207 80482545 168015 SH SOLE 168015 0 0 CAREMAX INC COM CL A 14171W103 28576999 10702996 SH SOLE 10702996 0 0 CF INDS HLDGS INC COM 125269100 112221407 1548095 SH SOLE 1548095 0 0 CHARLES SCHWAB CORP COM 808513105 105726359 2018449 SH SOLE 2018449 0 0 COPART INC COM 217204106 36347865 483285 SH SOLE 483285 0 0 CORTEVA INC COM 22052L104 98392750 1631450 SH SOLE 1631450 0 0 CROWN HLDGS INC COM 228368106 133366567 1612460 SH SOLE 1612460 0 0 DISCOVER FINL SVCS COM 254709108 133543416 1351107 SH SOLE 1351107 0 0 DOMA HOLDINGS INC COMMON STOCK 25703A104 4988460 12241620 SH SOLE 12241620 0 0 DRAFTKINGS INC COM CL A 26142V105 17478924 902837 SH SOLE 902837 0 0 E2OPEN PARENT HOLDINGS INC COM CL A 29788T103 106439745 18288616 SH SOLE 18288616 0 0 ELEVANCE HEALTH INC COM 036752103 56130386 122073 SH SOLE 122073 0 0 ENVISTA HOLDINGS CORPORATION COM 29415F104 96576915 2362449 SH SOLE 2362449 0 0 FERGUSON PLC SHS G3421J106 112523741 841299 SH SOLE 841299 0 0 FOMENTO ECONOMICO MEXICANO SPON ADR UNITS 344419106 95767327 1006065 SH SOLE 1006065 0 0 FORTUNE BRANDS INNOVATIONS INC COM 34964C106 6156314 104824 SH SOLE 104824 0 0 GODADDY INC CL A 380237107 64805268 833830 SH SOLE 833830 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 134792114 5288039 SH SOLE 5288039 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 77619946 342814 SH SOLE 342814 0 0 HALEON PLC SPON ADS 405552100 26483677 3253523 SH SOLE 3253523 0 0 INTERNATIONAL FLAVORS & FRAGRANCES INC COM 459506101 30651923 333318 SH SOLE 333318 0 0 INTUIT COM 461202103 121128444 271692 SH SOLE 271692 0 0 JFROG LTD ORD SHS M6191J100 80622585 4092517 SH SOLE 4092517 0 0 KKR & CO INC COM 48251W104 137563693 2619263 SH SOLE 2619263 0 0 LENNAR CORP CL A 526057104 65914691 627102 SH SOLE 627102 0 0 LENNAR CORP CL B 526057302 11468118 128408 SH SOLE 128408 0 0 LIBERTY MEDIA CORP COM SER C FRMLA 531229854 162194624 2167508 SH SOLE 2167508 0 0 LPL FINL HLDGS INC COM 50212V100 145347286 718119 SH SOLE 718119 0 0 MANCHESTER UTD PLC ORD CL A G5784H106 60600739 2735925 SH SOLE 2735925 0 0 MASTERCARD INCORPORATED CL A 57636Q104 24372092 67065 SH SOLE 67065 0 0 MATCH GROUP INC COM 57667L107 10223871 266316 SH SOLE 266316 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 100908902 7926858 SH SOLE 7926858 0 0 MICROSTRATEGY INC CL A NEW 594972408 7308000 25000 SH SOLE 25000 0 0 MORGAN STANLEY COM NEW 617446448 98463398 1121451 SH SOLE 1121451 0 0 NATERA INC COM 632307104 62754423 1130303 SH SOLE 1130303 0 0 NEW RELIC INC COM 64829B100 264825573 3517407 SH SOLE 3517407 0 0 OKTA INC CL A 679295105 128916123 1494853 SH SOLE 1494853 0 0 PELOTON INTERACTIVE INC CL A COM 70614W100 72426766 6386840 SH SOLE 6386840 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 118960008 1971495 SH SOLE 1971495 0 0 PINTEREST INC CL A 72352L106 152501094 5592266 SH SOLE 5592266 0 0 RED ROCK RESORTS INC CL A 75700L108 88887466 1994334 SH SOLE 1994334 0 0 SALESFORCE INC COM 79466L302 176436706 883155 SH SOLE 883155 0 0 SENTINELONE INC CL A 81730H109 43019176 2629534 SH SOLE 2629534 0 0 SHERWIN WILLIAMS CO COM 824348106 88577586 394081 SH SOLE 394081 0 0 SMARTSHEET INC COM CL A 83200N103 128371250 2685591 SH SOLE 2685591 0 0 SPDR S&P 500 ETF TRUST TR UNIT 78462F103 1113540800 2720000 SH Put SOLE 2720000 0 0 SPECTRUM BRANDS HLDGS INC COM 84790A105 24907064 376126 SH SOLE 376126 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 100292771 2469657 SH SOLE 2469657 0 0 TEMPUR SEALY INTL INC COM 88023U101 127045293 3217151 SH SOLE 3217151 0 0 UBER TECHNOLOGIES INC COM 90353T100 206341830 6509206 SH SOLE 6509206 0 0 VERTIV HOLDINGS CO COM CL A 92537N108 113471746 7929542 SH SOLE 7929542 0 0 WILLSCOT MOBILE MINI HLDNG CO COM CL A 971378104 120423047 2568751 SH SOLE 2568751 0 0 WIX COM LTD SHS M98068105 27011868 270660 SH SOLE 270660 0 0 WORKDAY INC CL A 98138H101 23768623 115080 SH SOLE 115080 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 140952334 3169605 SH SOLE 3169605 0 0