EMINENCE CAPITAL, LP

Q2 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    47

  • Value ($000)

    $8,308,124

  • Date Filed
    08/14/2025
  • Form type
    13F-HR
  • CIK
    0001107310
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$1.38B
17 %

2,235,000

put
AMZN
AMZN

AMAZON COM INC

COM
023135106
$331.62M
4 %

1,511,546

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$280.52M
3 %

6,218,607

Z
Z

ZILLOW GROUP INC

CL C CAP STK
98954M200
$278.71M
3 %

3,978,731

LPX
LPX

LOUISIANA PAC CORP

COM
546347105
$248.29M
3 %

2,887,438

SE
SE

SEA LTD

SPONSORD ADS
81141R100
$247.67M
3 %

1,548,494

AWG
AWG

ASBURY AUTOMOTIVE GROUP INC

COM
043436104
$239.06M
3 %

1,002,160

ATMU
ATMU

ATMUS FILTRATION TECHNOLOGIES INC

COM
04956D107
$234.87M
3 %

6,448,993

TPD
TPD

SOMNIGROUP INTERNATIONAL INC

COM
88023U101
$216.27M
3 %

3,178,044

CRM
CRM

SALESFORCE INC

COM
79466L302
$214.51M
3 %

786,648

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