0001085146-24-001243.txt : 20240214 0001085146-24-001243.hdr.sgml : 20240214 20240214084948 ACCESSION NUMBER: 0001085146-24-001243 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240214 DATE AS OF CHANGE: 20240214 EFFECTIVENESS DATE: 20240214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMINENCE CAPITAL, LP CENTRAL INDEX KEY: 0001107310 ORGANIZATION NAME: 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: 24632677 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 12-31-2023 12-31-2023 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 02-14-2024 0 61 6657701523 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 104880151 711486 SH SOLE 711486 0 0 ADVISORSHARES TRUST PURE US CANNABIS 00768Y453 45537507 6496078 SH SOLE 6496078 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 117782026 1519572 SH SOLE 1519572 0 0 AMAZON COM INC COM 023135106 118960056 782941 SH SOLE 782941 0 0 AMAZON COM INC COM 023135106 9617802 63300 SH Call SOLE 63300 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 73811082 328093 SH SOLE 328093 0 0 ASHLAND INC COM 044186104 296422831 3515868 SH SOLE 3515868 0 0 AUTONATION INC COM 05329W102 39338149 261940 SH SOLE 261940 0 0 BERRY GLOBAL GROUP INC COM 08579W103 37883558 562154 SH SOLE 562154 0 0 CAMDEN PROPERTY TRUST SH BEN INT 133131102 18736817 188708 SH SOLE 188708 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 37450515 1426143 SH SOLE 1426143 0 0 CAREMAX INC COM CL A 14171W103 5193564 10424657 SH SOLE 10424657 0 0 CBRE GROUP INC CL A 12504L109 90581038 973048 SH SOLE 973048 0 0 CF INDS HLDGS INC COM 125269100 152048520 1912560 SH SOLE 1912560 0 0 CF INDS HLDGS INC COM 125269100 277717350 3493300 SH Call SOLE 3493300 0 0 CORTEVA INC COM 22052L104 181923632 3796403 SH SOLE 3796403 0 0 CROWN HLDGS INC COM 228368106 92694018 1006559 SH SOLE 1006559 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 171865452 3191559 SH SOLE 3191559 0 0 DISCOVER FINL SVCS COM 254709108 110326782 981555 SH SOLE 981555 0 0 DOMA HOLDINGS INC COM NEW 25703A203 2267144 489664 SH SOLE 489664 0 0 ELEVANCE HEALTH INC COM 036752103 78232276 165901 SH SOLE 165901 0 0 FERGUSON PLC SHS G3421J106 86873005 449956 SH SOLE 449956 0 0 GODADDY INC CL A 380237107 23497030 221336 SH SOLE 221336 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 196271311 7962325 SH SOLE 7962325 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 50184888 164681 SH SOLE 164681 0 0 HALEON PLC SPONSORED ADS 405552100 27661869 3361102 SH SOLE 3361102 0 0 INTUIT INC COM 461202103 78310009 125290 SH SOLE 125290 0 0 INVESCO QQQ TRUST UNIT SER 1 46090E103 700279200 1710000 SH Put SOLE 1710000 0 0 ISHARES TRUST RUSSELL 2000 ETF 464287655 344619070 1717000 SH Put SOLE 1717000 0 0 JFROG LTD ORD SHS M6191J100 14886799 430130 SH SOLE 430130 0 0 KKR & CO INC COM 48251W104 73895241 891916 SH SOLE 891916 0 0 LENNAR CORP CL A 526057104 91256894 612298 SH SOLE 612298 0 0 LIBERTY MEDIA CORP COM LBTY ONE S C 531229755 160917549 2548987 SH SOLE 2548987 0 0 LOUISIANA PACIFIC CORP COM 546347105 145696673 2056991 SH SOLE 2056991 0 0 LPL FINL HLDGS INC COM 50212V100 182040688 799757 SH SOLE 799757 0 0 MANCHESTER UTD PLC ORD CL A G5784H106 99269839 4870944 SH SOLE 4870944 0 0 MASTERCARD INCORPORATED CL A 57636Q104 25774426 60431 SH SOLE 60431 0 0 MATCH GROUP INC NEW COM 57667L107 8938777 244898 SH SOLE 244898 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 102528694 11559041 SH SOLE 11559041 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 3013139 339700 SH Call SOLE 339700 0 0 OKTA INC CL A 679295105 172968519 1910621 SH SOLE 1910621 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 137935580 1994730 SH SOLE 1994730 0 0 PINTEREST INC CL A 72352L106 153220479 4136622 SH SOLE 4136622 0 0 PROGRESSIVE CORP COM 743315103 70058989 439848 SH SOLE 439848 0 0 RED ROCK RESORTS INC CL A 75700L108 126581741 2373556 SH SOLE 2373556 0 0 SALESFORCE INC COM 79466L302 128780716 489400 SH SOLE 489400 0 0 SCHWAB CHARLES CORP COM 808513105 115985792 1685840 SH SOLE 1685840 0 0 SEA LTD SPONSORED ADS 81141R100 60714036 1499112 SH SOLE 1499112 0 0 SENSATA TECHNOLOGIES HLDG PLC SHS G8060N102 46793886 1245512 SH SOLE 1245512 0 0 SENTINELONE INC CL A 81730H109 149129650 5434754 SH SOLE 5434754 0 0 SHERWIN WILLIAMS CO COM 824348106 49042220 157237 SH SOLE 157237 0 0 SIGNET JEWELERS LIMITED SHS G81276100 81457427 759439 SH SOLE 759439 0 0 SIX FLAGS ENTMT CORP COM 83001A102 11392414 454243 SH SOLE 454243 0 0 SMARTSHEET INC COM CL A 83200N103 151750506 3173369 SH SOLE 3173369 0 0 TANDEM DIABETES CARE INC COM NEW 875372203 152941941 5170451 SH SOLE 5170451 0 0 TEMPUR SEALY INTL INC COM 88023U101 88651611 1739290 SH SOLE 1739290 0 0 UBER TECHNOLOGIES INC COM 90353T100 146857072 2385205 SH SOLE 2385205 0 0 WIX COM LTD SHS M98068105 30003717 243893 SH SOLE 243893 0 0 WYNN RESORTS LTD COM 983134107 15089183 165615 SH SOLE 165615 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 90070199 1556692 SH SOLE 1556692 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 199090474 3440900 SH Call SOLE 3440900 0 0