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EMINENCE CAPITAL, LP

Q1 2026 13F Holdings

  • Location
    new york, NY
  • Num holdings

    33

  • Value ($000)

    $4,361,339

  • Date Filed
    05/15/2026
  • 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 Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
S
SE

SEA LTD

SPONSORED ADS
81141R100
$336.68M
8 %

4,065,665

A
AMZN

AMAZON COM INC

COM
023135106
$321.52M
7 %

1,543,759

P
PFGC

PERFORMANCE FOOD GROUP CO

COM
71377A103
$318.6M
7 %

3,719,411

C
CPNG

COUPANG INC

CL A
22266T109
$292.84M
7 %

15,510,784

A
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$239.43M
6 %

1,176,963

D
DT

DYNATRACE INC

COM NEW
268150109
$196.17M
5 %

5,304,693

A
AWG

ASBURY AUTOMOTIVE GROUP INC

COM
043436104
$186.83M
4 %

956,079

L
LPX

LOUISIANA PAC CORP

COM
546347105
$184.3M
4 %

2,533,385

S
SNPS

SYNOPSYS INC

COM
871607107
$178.11M
4 %

449,220

F
FWONK

LIBERTY MEDIA CORP

COM LBTY ONE S C
531229755
$168.57M
4 %

1,982,673

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