Stock Taper

EMINENCE CAPITAL, LP

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Coupang, Inc.CPNG15.51M$292.84M
Camping World Holdings, Inc.CWH5.83M$39.84M
Dynatrace, Inc.DT5.3M$196.17M
Valvoline Inc.VVV4.43M$149.04M
Sea LimitedSE4.07M$336.68M
Performance Food Group CoPFGC3.72M$318.6M
Zillow Group, Inc. Class CZ3.45M$142.58M
Louisiana-Pacific CorporationLPX2.53M$184.3M
Workiva Inc.WK2.52M$150.26M
Dave & Buster's Entertainment, Inc.PLAY2.35M$25.41M
Medline Inc.MDLN2.28M$101.42M
Liberty Media CorporationFWONK1.98M$168.57M
Amazon.com, Inc.AMZN1.54M$321.52M
Somnigroup International IncSGI1.51M$111.84M
Atmus Filtration Technologies Inc.ATMU1.28M$72.78M
Advanced Micro Devices, Inc.AMD1.18M$239.43M
Asbury Automotive Group, Inc.ABG956.08K$186.83M
Alibaba Group Holding LimitedBABA861.33K$108.06M
McGrath RentCorpMGRC805.83K$88.87M
Tenet Healthcare CorporationTHC790.3K$149.14M