EMINENCE CAPITAL, LP Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$5.6T
Holdings
40
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ADSKAUTODESK INC | 8,077,372 | $698.5B | 12.51% | |
| 2 | LENLENNAR CORP | 8,515,251 | $435.9B | 7.81% | |
| 3 | ICEINTERCONTINENTAL EXCHANGE IN | 4,128,238 | $247.2B | 4.43% | |
| 4 | FNFFIDELITY NATIONAL FINANCIAL | 5,639,815 | $219.6B | 3.93% | |
| 5 | BIDUNBAIDU INC | 1,198,734 | $206.8B | 3.70% | Call |
| 6 | —ARRIS INTL INC | 7,662,843 | $202.7B | 3.63% | |
| 7 | —INTERXION HOLDING N.V | 4,532,044 | $179.3B | 3.21% | |
| 8 | RXNEURREXNORD CORP NEW | 7,198,162 | $166.1B | 2.98% | |
| 9 | ZNGAEURZYNGA INC | 58,000,066 | $165.3B | 2.96% | |
| 10 | ELVANTHEM INC | 993,094 | $164.2B | 2.94% | |
| 11 | DNKNDUNKIN BRANDS GROUP INC | 2,989,881 | $163.5B | 2.93% | |
| 12 | WENWENDYS CO | 11,717,244 | $159.5B | 2.86% | |
| 13 | —LA QUINTA HLDGS INC | 10,590,840 | $143.2B | 2.56% | |
| 14 | STZCONSTELLATION BRANDS INC | 865,636 | $140.3B | 2.51% | |
| 15 | USFDUS FOODS HLDG CORP | 5,003,794 | $140.0B | 2.51% | |
| 16 | —IMPERVA INC | 3,299,644 | $135.4B | 2.43% | |
| 17 | MIGAMICROSTRATEGY INC | 719,900 | $135.2B | 2.42% | |
| 18 | CBRECBRE GROUP INC | 3,703,545 | $128.8B | 2.31% | |
| 19 | EXPEEXPEDIA INC DEL | 1,003,554 | $126.6B | 2.27% | |
| 20 | —PANDORA MEDIA INC | 10,553,966 | $124.6B | 2.23% | |
| 21 | LBTYBLIBERTY GLOBAL PLC | 3,441,037 | $123.4B | 2.21% | |
| 22 | TRIPTRIPADVISOR INC | 2,695,247 | $116.3B | 2.08% | |
| 23 | OPLNKAR AUCTION SVCS INC | 2,556,556 | $111.6B | 2.00% | |
| 24 | —TAILORED BRANDS INC | 7,253,578 | $108.4B | 1.94% | |
| 25 | PTCPTC INC | 1,901,729 | $99.9B | 1.79% | |
| 26 | —CORNERSTONE ONDEMAND INC | 2,345,736 | $91.2B | 1.63% | |
| 27 | GPIGROUP 1 AUTOMOTIVE INC | 1,226,902 | $90.9B | 1.63% | |
| 28 | AWGASBURY AUTOMOTIVE GROUP INC | 1,488,599 | $89.5B | 1.60% | |
| 29 | CTRPUSDCTRIP COM INTL LTD | 1,786,674 | $87.8B | 1.57% | |
| 30 | —FIDELITY NATIONAL FINANCIAL | 6,035,221 | $80.0B | 1.43% | |
| 31 | CFCF INDS HLDGS INC | 2,671,992 | $78.4B | 1.40% | |
| 32 | WWEUSDWORLD WRESTLING ENTMT INC | 3,456,659 | $76.8B | 1.38% | |
| 33 | SPGIS&P GLOBAL INC | 576,415 | $75.4B | 1.35% | |
| 34 | DWDMORGAN STANLEY | 1,656,276 | $71.0B | 1.27% | |
| 35 | ANAUTONATION INC | 1,298,268 | $54.9B | 0.98% | |
| 36 | BERYEURBERRY PLASTICS GROUP INC | 1,021,165 | $49.6B | 0.89% | |
| 37 | CCEPCOCA COLA EUROPEAN PARTNERS | 1,230,587 | $46.4B | 0.83% | |
| 38 | CYBRCYBERARK SOFTWARE LTD | 415,460 | $21.1B | 0.38% | |
| 39 | —YAHOO INC | 345,283 | $16.0B | 0.29% | |
| 40 | —J ALEXANDERS HLDGS INC | 1,245,169 | $12.5B | 0.22% |