EMINENCE CAPITAL, LP Q1 2016 Filing
Filed May 16, 2016
Portfolio Value
$5.7T
Holdings
45
Report Date
Q1 2016
Filing Type
13F-HR
All Holdings (45 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 13,055,197 | $761.2B | 13.42% | |
| 2 | BIDUNBAIDU INC | 1,727,567 | $329.8B | 5.81% | |
| 3 | —YAHOO INC | 7,098,017 | $261.3B | 4.60% | |
| 4 | —CALATLANTIC GROUP INC | 5,933,598 | $198.3B | 3.49% | |
| 5 | —ARRIS INTL INC | 8,046,816 | $184.4B | 3.25% | |
| 6 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 4,823,205 | $181.7B | 3.20% | |
| 7 | —INTERXION HOLDING N.V | 5,103,523 | $176.5B | 3.11% | |
| 8 | CCLCARNIVAL CORP | 3,216,038 | $169.7B | 2.99% | |
| 9 | ANAUTONATION INC | 3,632,389 | $169.6B | 2.99% | |
| 10 | MHMCGRAW HILL FINL INC | 1,698,065 | $168.1B | 2.96% | |
| 11 | ICEINTERCONTINENTAL EXCHANGE IN | 699,897 | $164.6B | 2.90% | |
| 12 | KOCOCA COLA ENTERPRISES INC NE | 3,225,478 | $163.7B | 2.88% | |
| 13 | —MONSANTO CO NEW | 1,695,431 | $148.8B | 2.62% | |
| 14 | LENLENNAR CORP | 3,034,630 | $146.8B | 2.59% | |
| 15 | HUMHUMANA INC | 771,078 | $141.1B | 2.49% | |
| 16 | OPLNKAR AUCTION SVCS INC | 3,620,747 | $138.1B | 2.43% | |
| 17 | —LINKEDIN CORP | 1,198,734 | $137.1B | 2.42% | |
| 18 | MIGAMICROSTRATEGY INC | 741,377 | $133.2B | 2.35% | |
| 19 | GGENPACT LIMITED | 4,813,438 | $130.9B | 2.31% | |
| 20 | —PANDORA MEDIA INC | 14,332,213 | $128.3B | 2.26% | |
| 21 | ZNGAEURZYNGA INC | 55,239,275 | $125.9B | 2.22% | |
| 22 | —FOREST CITY RLTY TR INC | 5,963,299 | $125.8B | 2.22% | |
| 23 | WBSWEBSTER FINL CORP CONN | 3,392,359 | $121.8B | 2.15% | |
| 24 | —LA QUINTA HLDGS INC | 9,556,372 | $119.5B | 2.11% | |
| 25 | GPIGROUP 1 AUTOMOTIVE INC | 1,971,552 | $115.7B | 2.04% | |
| 26 | AWGASBURY AUTOMOTIVE GROUP INC | 1,851,105 | $110.8B | 1.95% | |
| 27 | —TAILORED BRANDS INC | 6,143,005 | $110.0B | 1.94% | |
| 28 | PTCPTC INC | 3,098,982 | $102.8B | 1.81% | |
| 29 | ZBRAZEBRA TECHNOLOGIES CORP | 1,332,889 | $92.0B | 1.62% | |
| 30 | FOSLFOSSIL GROUP INC | 1,783,838 | $79.2B | 1.40% | |
| 31 | —FIDELITY NATIONAL FINANCIAL | 6,433,028 | $69.8B | 1.23% | |
| 32 | WYNNWYNN RESORTS LTD | 712,466 | $66.6B | 1.17% | |
| 33 | WWEUSDWORLD WRESTLING ENTMT INC | 3,387,248 | $59.8B | 1.05% | |
| 34 | RLRALPH LAUREN CORP | 607,234 | $58.5B | 1.03% | |
| 35 | ELVANTHEM INC | 351,877 | $48.9B | 0.86% | |
| 36 | BERYEURBERRY PLASTICS GROUP INC | 1,269,916 | $45.9B | 0.81% | |
| 37 | CFGCITIZENS FINL GROUP INC | 2,128,839 | $44.6B | 0.79% | |
| 38 | AMBAAMBARELLA INC | 631,114 | $28.2B | 0.50% | |
| 39 | WWAYFAIR INC | 570,000 | $24.6B | 0.43% | |
| 40 | SJMSMUCKER J M CO | 178,358 | $23.2B | 0.41% | |
| 41 | —LIONS GATE ENTMNT CORP | 1,026,575 | $22.4B | 0.40% | |
| 42 | TRIPTRIPADVISOR INC | 265,295 | $17.6B | 0.31% | |
| 43 | —J ALEXANDERS HLDGS INC | 1,298,228 | $13.7B | 0.24% | |
| 44 | VSATVIASAT INC | 142,137 | $10.4B | 0.18% | |
| 45 | —TIM PARTICIPACOES S A | 330,000 | $3.6B | 0.06% |