Eminence Capital

Latest statistics and disclosures from Eminence Capital's latest quarterly 13F-HR filing:

Companies in the Eminence Capital portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Lennar Corporation (LEN) 8.04 8.86M +4% 53.32
Intercontinentalexchange 5.86 5.22M +26% 65.92
Arris 4.37 9.16M +19% 28.02
Interxion Holding N.v shs 3.70 4.75M +4% 45.78
Us Foods Hldg Corp call 3.51 7.57M +51% 27.22
Expedia 3.37 1.33M +32% 148.95
Fnf 3.34 4.38M -22% 44.83
Autodesk (ADSK) 3.30 1.92M -76% 100.82
Rexnord 3.02 7.64M +6% 23.25
Zynga 2.99 48.34M -16% 3.64
Microsoft Corporation (MSFT) 2.89 2.47M NEW 68.93
La Quinta Holdings 2.86 11.39M +7% 14.77
Constellation Brands (STZ) 2.84 862510 193.73
Berry Plastics 2.70 2.78M +172% 57.01
Imperva 2.67 3.28M 47.85
Liberty Global Inc Com Ser A 2.56 4.68M +36% 32.12
MicroStrategy Incorporated (MSTR) 2.54 777949 +8% 191.67
Liberty Media Corp Series C Li 2.50 4.01M NEW 36.62
Cbre Group Inc Cl A 2.48 4.00M +7% 36.40
CF Industries Holdings (CF) 2.44 5.12M +91% 27.96
Anthem 2.43 758863 -23% 188.13
Dunkin' Brands Group 2.34 2.49M -16% 55.12
Canadian Pacific Railway Ltd 2.11 771000 NEW 160.81
Ptc 2.04 2.17M +14% 55.12
Wendy's/arby's Group 2.01 7.62M -35% 15.51
KAR Auction Services (KAR) 1.94 2.71M +5% 41.97
Asbury Automotive (ABG) 1.88 1.95M +31% 56.55
Group 1 Automotive (GPI) 1.88 1.74M +42% 63.32
Cornerstone Ondemand Inc 1.87 3.08M +31% 35.75
Tripadvisor 1.70 2.62M -2% 38.20
Forest City Realty Trust Inc Class A 1.29 3.14M NEW 24.17
World Wrestling Entertainment (WWE) 1.26 3.64M +5% 20.37
Cyberark Software Ltd shs 1.19 1.40M +237% 49.95
Pandora Media Inc 1.11 7.30M -30% 8.92
S&p Global 1.10 443980 -22% 145.99
Molson Coors Brewing Company (TAP) 1.00 677073 NEW 86.34
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 0.92 3.43M -43% 15.80
Baidu (BIDU) 0.85 278038 -76% 178.86
Coca Cola European Partners shs 0.78 1.13M -8% 40.67
Mattel (MAT) 0.59 1.62M NEW 21.53
Sabra Health Care REIT (SBRA) 0.59 1.43M NEW 24.10
Hilton Worldwide Holdings 0.54 513399 NEW 61.85
Altaba 0.33 356821 NEW 54.48
J Alexanders Holding 0.27 1.31M +5% 12.25

Past 13F-HR SEC Filings by Eminence Capital

View All Filings