0001085146-24-005895.txt : 20241114 0001085146-24-005895.hdr.sgml : 20241114 20241114160104 ACCESSION NUMBER: 0001085146-24-005895 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240930 FILED AS OF DATE: 20241114 DATE AS OF CHANGE: 20241114 EFFECTIVENESS DATE: 20241114 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: 241461506 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 09-30-2024 09-30-2024 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 11-14-2024 0 50 7096869540 false INFORMATION TABLE 2 infotable.xml INFORMATION TABLE ADVANCED MICRO DEVICES INC COM 007903107 109320433 666263 SH SOLE 666263 0 0 ADVISORSHARES TR PURE US CANNABIS 00768Y453 32403833 4519363 SH SOLE 4519363 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 195655885 1843723 SH SOLE 1843723 0 0 AMAZON COM INC COM 023135106 198828085 1067075 SH SOLE 1067075 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 162350474 680458 SH SOLE 680458 0 0 ASHLAND INC COM 044186104 230257858 2647555 SH SOLE 2647555 0 0 ATMUS FILTRATION TECHNOLOGIE COM 04956D107 96264337 2564997 SH SOLE 2564997 0 0 BERRY GLOBAL GROUP INC COM 08579W103 203031719 2986639 SH SOLE 2986639 0 0 CAMDEN PPTY TR SH BEN INT 133131102 94696616 766588 SH SOLE 766588 0 0 CAMPING WORLD HLDGS INC CL A 13462K109 93132439 3845270 SH SOLE 3845270 0 0 CANADIAN PACIFIC KANSAS CITY COM 13646K108 25892445 302694 SH SOLE 302694 0 0 CAPITAL ONE FINL CORP COM 14040H105 169975592 1135214 SH SOLE 1135214 0 0 CAREMAX INC CL A NEW 14171W202 570697 335704 SH SOLE 335704 0 0 CBRE GROUP INC CL A 12504L109 102922305 826818 SH SOLE 826818 0 0 CF INDS HLDGS INC COM 125269100 210907811 2458133 SH SOLE 2458133 0 0 CHARLES RIV LABS INTL INC COM 159864107 197653880 1003472 SH SOLE 1003472 0 0 CORTEVA INC COM 22052L104 186054947 3164738 SH SOLE 3164738 0 0 DAVE & BUSTERS ENTMT INC COM 238337109 126337724 3710359 SH SOLE 3710359 0 0 DYNATRACE INC COM NEW 268150109 168950335 3159722 SH SOLE 3159722 0 0 ELEVANCE HEALTH INC COM 036752103 120137680 231034 SH SOLE 231034 0 0 FERGUSON ENTERPRISES INC COMMON STOCK NEW 31488V107 58756664 295899 SH SOLE 295899 0 0 GITLAB INC CLASS A COM 37637K108 150220546 2914640 SH SOLE 2914640 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 159988958 5406859 SH SOLE 5406859 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 51605447 134726 SH SOLE 134726 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 93541620 1796459 SH SOLE 1796459 0 0 HDFC BANK LTD SPONSORED ADS 40415F101 58600703 936712 SH SOLE 936712 0 0 LENNAR CORP CL A 526057104 89593317 477882 SH SOLE 477882 0 0 LIBERTY MEDIA CORP DEL COM LBTY ONE S C 531229755 225236359 2908903 SH SOLE 2908903 0 0 LOUISIANA PAC CORP COM 546347105 144233779 1342209 SH SOLE 1342209 0 0 LPL FINL HLDGS INC COM 50212V100 250800497 1078109 SH SOLE 1078109 0 0 MELCO RESORTS AND ENTMNT LTD ADR 585464100 49336407 6333300 SH SOLE 6333300 0 0 MONDAY COM LTD SHS M7S64H106 83954594 302245 SH SOLE 302245 0 0 OKTA INC CL A 679295105 193533262 2603353 SH SOLE 2603353 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 195907523 2499777 SH SOLE 2499777 0 0 PINTEREST INC CL A 72352L106 171876057 5309733 SH SOLE 5309733 0 0 PRIMO WATER CORPORATION COM 74167P108 101495506 4019624 SH SOLE 4019624 0 0 PROGRESSIVE CORP COM 743315103 27608327 108797 SH SOLE 108797 0 0 RED ROCK RESORTS INC CL A 75700L108 82233852 1510541 SH SOLE 1510541 0 0 SALESFORCE INC COM 79466L302 96580216 352856 SH SOLE 352856 0 0 SEA LTD SPONSORD ADS 81141R100 402168688 4265684 SH SOLE 4265684 0 0 SENSATA TECHNOLOGIES HLDG PLC SHS G8060N102 123656002 3448299 SH SOLE 3448299 0 0 SENTINELONE INC CL A 81730H109 146890519 6140908 SH SOLE 6140908 0 0 SIGNET JEWELERS LIMITED SHS G81276100 87733463 850625 SH SOLE 850625 0 0 SIX FLAGS ENTERTAINMENT CORP COM 83001C108 35978691 892550 SH SOLE 892550 0 0 SMARTSHEET INC COM CL A 83200N103 234178004 4230094 SH SOLE 4230094 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 510646400 890000 SH Put SOLE 890000 0 0 TEMPUR SEALY INTL INC COM 88023U101 96486827 1767158 SH SOLE 1767158 0 0 TKO GROUP HOLDINGS INC CL A 87256C101 30539669 246865 SH SOLE 246865 0 0 UBER TECHNOLOGIES INC COM 90353T100 169782457 2258947 SH SOLE 2258947 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 248360091 3889743 SH SOLE 3889743 0 0