EMINENCE CAPITAL, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PTON | 18.15M | $111.83M |
 | GPK | 12.81M | $192.95M |
 | CPNG | 12.64M | $298.27M |
 | DKNG | 8.43M | $290.39M |
 | GTLB | 7.70M | $289.06M |
 | CWH | 5.78M | $56.24M |
 | PINS | 4.54M | $117.53M |
 | DT | 4.53M | $196.21M |
 | VVV | 4.21M | $122.41M |
 | LPX | 4.05M | $326.93M |
 | ATMU | 3.83M | $198.57M |
 | JEF | 3.81M | $236.27M |
 | WK | 3.71M | $319.66M |
 | PFGC | 2.65M | $238.05M |
 | SE | 2.64M | $336.99M |
 | PLAY | 2.35M | $38.03M |
 | Z | 2.09M | $142.85M |
 | FWONK | 1.90M | $186.69M |
 | RRR | 1.61M | $100.00M |
 | MDLN | 1.50M | $63.21M |
Peloton Interactive, Inc.
PTON
Shares Held
18.15M
Value
$111.83M
Graphic Packaging Holding Company
GPK
Shares Held
12.81M
Value
$192.95M
Coupang, Inc.
CPNG
Shares Held
12.64M
Value
$298.27M
DraftKings Inc.
DKNG
Shares Held
8.43M
Value
$290.39M
GitLab Inc.
GTLB
Shares Held
7.70M
Value
$289.06M
Camping World Holdings, Inc.
CWH
Shares Held
5.78M
Value
$56.24M
Pinterest, Inc.
PINS
Shares Held
4.54M
Value
$117.53M
Dynatrace, Inc.
DT
Shares Held
4.53M
Value
$196.21M
Valvoline Inc.
VVV
Shares Held
4.21M
Value
$122.41M
Louisiana-Pacific Corporation
LPX
Shares Held
4.05M
Value
$326.93M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
3.83M
Value
$198.57M
Jefferies Financial Group Inc.
JEF
Shares Held
3.81M
Value
$236.27M
Workiva Inc.
WK
Shares Held
3.71M
Value
$319.66M
Performance Food Group Company
PFGC
Shares Held
2.65M
Value
$238.05M
Sea Limited
SE
Shares Held
2.64M
Value
$336.99M
Dave & Buster's Entertainment, Inc.
PLAY
Shares Held
2.35M
Value
$38.03M
Zillow Group, Inc. Class C
Z
Shares Held
2.09M
Value
$142.85M
Formula One Group
FWONK
Shares Held
1.90M
Value
$186.69M
Red Rock Resorts, Inc.
RRR
Shares Held
1.61M
Value
$100.00M
Medline Inc.
MDLN
Shares Held
1.50M
Value
$63.21M