EMINENCE CAPITAL, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$6.0T
Holdings
47
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (47 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SESEA LTD | 2,536,210 | $331.0B | 5.53% | |
| 2 | OKTAOKTA INC | 2,484,344 | $261.4B | 4.37% | |
| 3 | PRMBPRIMO BRANDS CORPORATION | 7,019,075 | $249.1B | 4.16% | |
| 4 | ELVELEVANCE HEALTH INC | 558,671 | $243.0B | 4.06% | |
| 5 | ATMUATMUS FILTRATION TECHNOLOGIE | 5,757,054 | $211.5B | 3.53% | |
| 6 | AMZNAMAZON COM INC | 1,093,885 | $208.1B | 3.48% | |
| 7 | LENLENNAR CORP | 1,581,489 | $181.5B | 3.03% | |
| 8 | FWONALIBERTY MEDIA CORP DEL | 2,000,546 | $180.1B | 3.01% | |
| 9 | PINSPINTEREST INC | 5,783,514 | $179.3B | 3.00% | |
| 10 | CFCF INDS HLDGS INC | 2,281,620 | $178.3B | 2.98% | |
| 11 | DKNGDRAFTKINGS INC NEW | 5,178,083 | $172.0B | 2.87% | |
| 12 | LPLALPL FINL HLDGS INC | 523,113 | $171.1B | 2.86% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 1,261,432 | $166.8B | 2.79% | |
| 14 | ZZILLOW GROUP INC | 2,432,154 | $166.7B | 2.79% | |
| 15 | PFGCPERFORMANCE FOOD GROUP CO | 2,108,966 | $165.8B | 2.77% | |
| 16 | AWGASBURY AUTOMOTIVE GROUP INC | 736,621 | $162.7B | 2.72% | |
| 17 | AMDADVANCED MICRO DEVICES INC | 1,566,817 | $161.0B | 2.69% | |
| 18 | DTDYNATRACE INC | 3,351,603 | $158.0B | 2.64% | |
| 19 | LPXLOUISIANA PAC CORP | 1,675,943 | $154.2B | 2.58% | |
| 20 | GEHCGE HEALTHCARE TECHNOLOGIES I | 1,819,129 | $146.8B | 2.45% | |
| 21 | COFCAPITAL ONE FINL CORP | 801,742 | $143.8B | 2.40% | |
| 22 | TPDSOMNIGROUP INTERNATIONAL INC | 2,165,179 | $129.7B | 2.17% | |
| 23 | BERYEURBERRY GLOBAL GROUP INC | 1,837,134 | $128.3B | 2.14% | |
| 24 | FERGFERGUSON ENTERPRISES INC | 734,258 | $117.7B | 1.97% | |
| 25 | GTLBGITLAB INC | 2,498,201 | $117.4B | 1.96% | |
| 26 | UBERUBER TECHNOLOGIES INC | 1,568,685 | $114.3B | 1.91% | |
| 27 | BACBANK AMERICA CORP | 2,698,949 | $112.6B | 1.88% | |
| 28 | IBPINSTALLED BLDG PRODS INC | 636,384 | $109.1B | 1.82% | |
| 29 | RRRRED ROCK RESORTS INC | 2,478,311 | $107.5B | 1.80% | |
| 30 | EVREVERCORE INC | 534,375 | $106.7B | 1.78% | |
| 31 | SSENTINELONE INC | 5,660,544 | $102.9B | 1.72% | |
| 32 | CRMSALESFORCE INC | 367,150 | $98.5B | 1.65% | |
| 33 | MGRCMCGRATH RENTCORP | 840,071 | $93.6B | 1.56% | |
| 34 | GPKGRAPHIC PACKAGING HLDG CO | 3,290,428 | $85.4B | 1.43% | |
| 35 | HDBHDFC BANK LTD | 1,186,551 | $78.8B | 1.32% | |
| 36 | FRSHFRESHWORKS INC | 5,259,960 | $74.2B | 1.24% | |
| 37 | CRLCHARLES RIV LABS INTL INC | 435,454 | $65.5B | 1.10% | |
| 38 | WKWORKIVA INC | 855,000 | $64.9B | 1.08% | |
| 39 | PLAYDAVE & BUSTERS ENTMT INC | 2,905,454 | $51.0B | 0.85% | |
| 40 | FROGJFROG LTD | 1,352,124 | $43.3B | 0.72% | |
| 41 | FLUTFLUTTER ENTMT PLC | 155,024 | $34.3B | 0.57% | |
| 42 | AMCRAMCOR PLC | 3,520,144 | $34.1B | 0.57% | |
| 43 | CPTCAMDEN PPTY TR | 269,785 | $33.0B | 0.55% | |
| 44 | PGRPROGRESSIVE CORP | 116,059 | $32.8B | 0.55% | |
| 45 | CWHCAMPING WORLD HLDGS INC | 1,851,374 | $29.9B | 0.50% | |
| 46 | FUNSIX FLAGS ENTERTAINMENT CORP | 643,312 | $22.9B | 0.38% | |
| 47 | MSOSADVISORSHARES TR | 1,481,645 | $3.9B | 0.06% |