EMINENCE CAPITAL LLC 13F Holdings

CIK 02805589 · NEW YORK, NY

As of Sep 30, 2022, EMINENCE CAPITAL LLC reported 62 positions worth $4.8M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ASHLAND INCASHBasic Materials4,083,978$387.9K8.10%
NEW RELIC INCNEWRTechnology5,684,328$326.2K6.81%
UBER TECHNOLOGIES INCUBERTechnology7,994,536$211.9K4.42%
FERGUSON PLC NEWFERGIndustrials1,395,697 43.7K3.00%
WILLSCOT HOLDINGS CORPWSCIndustrials3,000,232 21.0K2.53%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical4,885,414 17.9K2.46%
CORTEVA INCCTVABasic Materials2,020,452 15.5K2.41%
LIBERTY MEDIA CORP DEL——1,955,795 14.4K2.39%
AMAZON.COM INCAMZNEquity1,010,098 14.1K2.38%
BERRY GLOBAL GROUP INCBERYConsumer Cyclical2,387,191 11.1K2.32%
LIVANOVA PLCLIVNHealthcare2,089,545 06.1K2.22%
MORGAN STANLEYMSFinancial Services1,330,092 05.1K2.19%
ZILLOW GROUP INCZCommunication Services3,580,061 02.4K2.14%
SALESFORCE INCCRMTechnology694,475$99.9K2.09%
VERTIV HOLDINGS COVRTIndustrials9,981,352$97.0K2.03%
LENNAR CORPLENConsumer Cyclical1,293,784$96.5K2.01%
ELECTRONIC ARTS INCEACommunication Services817,204$94.6K1.97%
AVANTOR INCAVTRBasic Materials4,714,561$92.4K1.93%
NICE LTDNICETechnology488,554$92.0K1.92%
E2OPEN PARENT HOLDINGS INCETWOTechnology14,693,533$89.2K1.86%
FIDELITY NATIONAL INFORMATION SERVICES INCFISTechnology1,115,474$84.3K1.76%
SMARTSHEET INCSMARTechnology2,422,198$83.2K1.74%
PINTEREST INCPINSCommunication Services3,422,610$79.7K1.67%
CENTENE CORPCNCHealthcare1,006,153$78.3K1.64%
TANDEM DIABETES CARE INCTNDMHealthcare1,590,787$76.1K1.59%