EMINENCE CAPITAL, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMD | 1.49M | $241.64M |
 | SE | 1.48M | $264.31M |
 | CF | 1.34M | $120.17M |
 | THC | 1.11M | $225.26M |
 | NCLH | 1.10M | $27.04M |
 | LEN | 993K | $125.19M |
 | ABG | 972K | $237.70M |
 | MGRC | 945K | $110.85M |
 | BABA | 866K | $154.70M |
 | CRM | 831K | $196.84M |
 | FERG | 674K | $151.27M |
 | LPLA | 588K | $195.50M |
 | SYY | 522K | $43.01M |
 | MDB | 433K | $134.41M |
 | FLR | 405K | $17.04M |
 | UNH | 397K | $137.10M |
 | FLUT | 373K | $94.73M |
 | ELV | 367K | $118.52M |
 | FND | 179K | $13.17M |
 | SNPS | 163K | $80.63M |
Advanced Micro Devices, Inc.
AMD
Shares Held
1.49M
Value
$241.64M
Sea Limited
SE
Shares Held
1.48M
Value
$264.31M
CF Industries Holdings, Inc.
CF
Shares Held
1.34M
Value
$120.17M
Tenet Healthcare Corporation
THC
Shares Held
1.11M
Value
$225.26M
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
1.10M
Value
$27.04M
Lennar Corporation
LEN
Shares Held
993K
Value
$125.19M
Asbury Automotive Group, Inc.
ABG
Shares Held
972K
Value
$237.70M
McGrath RentCorp
MGRC
Shares Held
945K
Value
$110.85M
Alibaba Group Holding Limited
BABA
Shares Held
866K
Value
$154.70M
Salesforce, Inc.
CRM
Shares Held
831K
Value
$196.84M
Ferguson plc
FERG
Shares Held
674K
Value
$151.27M
LPL Financial Holdings Inc.
LPLA
Shares Held
588K
Value
$195.50M
Sysco Corporation
SYY
Shares Held
522K
Value
$43.01M
MongoDB, Inc.
MDB
Shares Held
433K
Value
$134.41M
Fluor Corporation
FLR
Shares Held
405K
Value
$17.04M
UnitedHealth Group Incorporated
UNH
Shares Held
397K
Value
$137.10M
Flutter Entertainment plc
FLUT
Shares Held
373K
Value
$94.73M
Elevance Health Inc.
ELV
Shares Held
367K
Value
$118.52M
Floor & Decor Holdings, Inc.
FND
Shares Held
179K
Value
$13.17M
Synopsys, Inc.
SNPS
Shares Held
163K
Value
$80.63M