EMINENCE CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PTON | 15.09M | $135.77M |
 | CPNG | 9.43M | $303.79M |
 | GPK | 7.65M | $149.67M |
 | GTLB | 7.21M | $324.92M |
 | PINS | 6.72M | $216.02M |
 | ATMU | 6.52M | $294.10M |
 | DKNG | 6.27M | $234.68M |
 | WBD | 4.75M | $92.77M |
 | CWH | 3.96M | $62.60M |
 | WK | 3.72M | $320.52M |
 | DT | 3.40M | $164.94M |
 | JEF | 3.36M | $219.72M |
 | LPX | 3.12M | $276.82M |
 | Z | 2.50M | $192.40M |
 | RRR | 2.40M | $146.63M |
 | PLAY | 2.36M | $42.88M |
 | S | 2.14M | $37.67M |
 | FWONK | 1.99M | $207.78M |
 | PFGC | 1.65M | $171.57M |
 | AMZN | 1.55M | $340.09M |
Peloton Interactive, Inc.
PTON
Shares Held
15.09M
Value
$135.77M
Coupang, Inc.
CPNG
Shares Held
9.43M
Value
$303.79M
Graphic Packaging Holding Company
GPK
Shares Held
7.65M
Value
$149.67M
GitLab Inc.
GTLB
Shares Held
7.21M
Value
$324.92M
Pinterest, Inc.
PINS
Shares Held
6.72M
Value
$216.02M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
6.52M
Value
$294.10M
DraftKings Inc.
DKNG
Shares Held
6.27M
Value
$234.68M
Warner Bros. Discovery, Inc.
WBD
Shares Held
4.75M
Value
$92.77M
Camping World Holdings, Inc.
CWH
Shares Held
3.96M
Value
$62.60M
Workiva Inc.
WK
Shares Held
3.72M
Value
$320.52M
Dynatrace, Inc.
DT
Shares Held
3.40M
Value
$164.94M
Jefferies Financial Group Inc.
JEF
Shares Held
3.36M
Value
$219.72M
Louisiana-Pacific Corporation
LPX
Shares Held
3.12M
Value
$276.82M
Zillow Group, Inc. Class C
Z
Shares Held
2.50M
Value
$192.40M
Red Rock Resorts, Inc.
RRR
Shares Held
2.40M
Value
$146.63M
Dave & Buster's Entertainment, Inc.
PLAY
Shares Held
2.36M
Value
$42.88M
SentinelOne, Inc.
S
Shares Held
2.14M
Value
$37.67M
Formula One Group
FWONK
Shares Held
1.99M
Value
$207.78M
Performance Food Group Company
PFGC
Shares Held
1.65M
Value
$171.57M
Amazon.com, Inc.
AMZN
Shares Held
1.55M
Value
$340.09M