EMINENCE CAPITAL, LP Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$6.6B
Holdings
39
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (39 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LENLENNAR CORP | 11,136,472 | $704.3B | 10737.42% | Call |
| 2 | ICEINTERCONTINENTAL EXCHANGE IN | 5,341,454 | $376.9B | 5746.18% | |
| 3 | IQVIQVIA HLDGS INC | 3,511,804 | $343.8B | 5241.73% | |
| 4 | USFDUS FOODS HLDG CORP | 10,479,949 | $334.6B | 5101.75% | |
| 5 | FWONALIBERTY MEDIA CORP DELAWARE | 8,587,079 | $293.3B | 4472.24% | |
| 6 | —INTERXION HOLDING N.V | 4,342,083 | $255.9B | 3901.18% | |
| 7 | —ELLIE MAE INC | 2,558,531 | $228.7B | 3487.30% | |
| 8 | GOOGALPHABET INC | 217,825 | $227.9B | 3475.09% | |
| 9 | CFCF INDS HLDGS INC | 4,955,342 | $210.8B | 3213.89% | |
| 10 | EFXEQUIFAX INC | 1,763,408 | $207.9B | 3170.30% | |
| 11 | —CORNERSTONE ONDEMAND INC | 5,708,593 | $201.7B | 3074.92% | |
| 12 | ADSKAUTODESK INC | 1,914,900 | $200.7B | 3060.50% | |
| 13 | MSFTMICROSOFT CORP | 2,257,882 | $193.1B | 2944.63% | |
| 14 | WENWENDYS CO | 11,680,400 | $191.8B | 2924.09% | |
| 15 | NEWREURNEW RELIC INC | 3,130,056 | $180.8B | 2756.86% | |
| 16 | —LA QUINTA HLDGS INC | 9,597,541 | $177.2B | 2701.18% | |
| 17 | MGMMGM RESORTS INTERNATIONAL | 5,100,000 | $170.3B | 2596.26% | |
| 18 | LBTYBLIBERTY GLOBAL PLC | 4,668,054 | $167.3B | 2550.73% | |
| 19 | MDLZMONDELEZ INTL INC | 3,703,446 | $158.5B | 2416.63% | |
| 20 | CBRECBRE GROUP INC | 3,255,193 | $141.0B | 2149.44% | |
| 21 | ZNGAEURZYNGA INC | 35,112,095 | $140.4B | 2141.29% | |
| 22 | CYBRCYBERARK SOFTWARE LTD | 3,352,576 | $138.8B | 2115.61% | |
| 23 | GPIGROUP 1 AUTOMOTIVE INC | 1,872,013 | $132.9B | 2025.56% | |
| 24 | AWGASBURY AUTOMOTIVE GROUP INC | 1,950,986 | $124.9B | 1903.68% | |
| 25 | PTCPTC INC | 1,958,647 | $119.0B | 1814.71% | |
| 26 | —IMPERVA INC | 2,885,315 | $114.5B | 1746.40% | |
| 27 | —ARRIS INTL INC | 4,358,259 | $112.0B | 1707.02% | |
| 28 | ELVANTHEM INC | 447,815 | $100.8B | 1536.25% | |
| 29 | MIGAMICROSTRATEGY INC | 758,256 | $99.6B | 1517.89% | |
| 30 | —PANDORA MEDIA INC | 18,137,649 | $87.4B | 1332.87% | |
| 31 | YELPYELP INC | 2,074,776 | $87.1B | 1327.30% | |
| 32 | JACKJACK IN THE BOX INC | 857,533 | $84.1B | 1282.71% | |
| 33 | SPGIS&P GLOBAL INC | 398,332 | $67.5B | 1028.77% | |
| 34 | PYPLPAYPAL HLDGS INC | 756,790 | $55.7B | 849.44% | |
| 35 | AABAUSDALTABA INC | 755,536 | $52.8B | 804.60% | |
| 36 | PZZAPAPA JOHNS INTL INC | 568,026 | $31.9B | 485.93% | |
| 37 | EAELECTRONIC ARTS INC | 210,593 | $22.1B | 337.32% | |
| 38 | —J ALEXANDERS HLDGS INC | 1,292,267 | $12.5B | 191.11% | |
| 39 | LENLENNAR CORP | 163,989 | $8.5B | 129.21% |