EMINENCE CAPITAL, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CPNG | 15.51M | $292.84M |
 | CWH | 5.83M | $39.84M |
 | DT | 5.30M | $196.17M |
 | VVV | 4.43M | $149.04M |
 | SE | 4.07M | $336.68M |
 | PFGC | 3.72M | $318.60M |
 | Z | 3.45M | $142.58M |
 | LPX | 2.53M | $184.30M |
 | WK | 2.52M | $150.26M |
 | PLAY | 2.35M | $25.41M |
 | MDLN | 2.28M | $101.42M |
 | FWONK | 1.98M | $168.57M |
 | AMZN | 1.54M | $321.52M |
 | SGI | 1.51M | $111.84M |
 | ATMU | 1.28M | $72.78M |
 | AMD | 1.18M | $239.43M |
 | ABG | 956K | $186.83M |
 | BABA | 861K | $108.06M |
 | MGRC | 806K | $88.87M |
 | THC | 790K | $149.14M |
Coupang, Inc.
CPNG
Shares Held
15.51M
Value
$292.84M
Camping World Holdings, Inc.
CWH
Shares Held
5.83M
Value
$39.84M
Dynatrace, Inc.
DT
Shares Held
5.30M
Value
$196.17M
Valvoline Inc.
VVV
Shares Held
4.43M
Value
$149.04M
Sea Limited
SE
Shares Held
4.07M
Value
$336.68M
Performance Food Group Company
PFGC
Shares Held
3.72M
Value
$318.60M
Zillow Group, Inc. Class C
Z
Shares Held
3.45M
Value
$142.58M
Louisiana-Pacific Corporation
LPX
Shares Held
2.53M
Value
$184.30M
Workiva Inc.
WK
Shares Held
2.52M
Value
$150.26M
Dave & Buster's Entertainment, Inc.
PLAY
Shares Held
2.35M
Value
$25.41M
Medline Inc.
MDLN
Shares Held
2.28M
Value
$101.42M
Formula One Group
FWONK
Shares Held
1.98M
Value
$168.57M
Amazon.com, Inc.
AMZN
Shares Held
1.54M
Value
$321.52M
Somnigroup International Inc
SGI
Shares Held
1.51M
Value
$111.84M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
1.28M
Value
$72.78M
Advanced Micro Devices, Inc.
AMD
Shares Held
1.18M
Value
$239.43M
Asbury Automotive Group, Inc.
ABG
Shares Held
956K
Value
$186.83M
Alibaba Group Holding Limited
BABA
Shares Held
861K
Value
$108.06M
McGrath RentCorp
MGRC
Shares Held
806K
Value
$88.87M
Tenet Healthcare Corporation
THC
Shares Held
790K
Value
$149.14M