Eminence Capital

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

Companies in the Eminence Capital portfolio as of June 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berry Plastics 8.52 12.28M +11% 52.59
Ashland 5.46 5.17M NEW 79.97
Michael Kors Holdings Ord Shs 4.76 10.41M -19% 34.68
Alibaba Group Holding Ltd Spon 4.60 2.06M NEW 169.45
Liberty Media Corp Series C Li 4.44 8.99M -4% 37.41
Tyson Foods (TSN) 3.56 3.34M -20% 80.74
Us Foods Hldg Corp call 3.20 6.77M +8% 35.76
Lennar Corporation (LEN) 3.14 4.91M -11% 48.46
Intercontinentalexchange 2.87 2.53M -14% 85.94
Alphabet Inc Class C cs 2.80 196528 +6% 1080.91
Iqvia Holdings Inc 2.80 1.32M -38% 160.90
Vulcan Materials Company (VMC) 2.79 1.54M -5% 137.31
CF Industries Holdings (CF) 2.78 4.51M +12% 46.71
Charles Schwab Corporation (SCHW) 2.77 5.22M +60% 40.19
Take-Two Interactive Software (TTWO) 2.55 1.70M -6% 113.53
PG&E; Corporation (PCG) 2.41 7.97M +38% 22.92
Royal Caribbean Cruises Ltd. 2.37 1.48M +68% 121.21
Middleby Corporation (MIDD) 2.28 1.27M +712% 135.70
Equinix 2.24 337026 -5% 504.29
Pure Storage Inc - Class A 2.17 10.79M +106% 15.27
RealPage (RP) 1.99 2.57M NEW 58.85
Interxion Holding N.v shs 1.93 1.92M -32% 76.09
SYSCO Corporation (SYY) 1.90 2.04M +32% 70.72
Boston Scientific Corporation (BSX) 1.87 3.29M NEW 42.98
Morgan Stanley (MS) 1.87 3.24M NEW 43.81
Electronic Arts (ERTS) 1.84 1.38M +2% 101.26
Centene Corporation (CNC) 1.80 2.60M -7% 52.44
Graphic Packaging Holding Company (GPK) 1.57 8.51M -46% 13.98
Haemonetics Corporation (HAE) 1.40 880219 +690% 120.34
Thermo Fisher Scientific (TMO) 1.39 357562 -38% 293.68
Godaddy Inc cl a 1.37 1.48M NEW 70.15
D.R. Horton (DHI) 1.35 2.38M -29% 43.13
Paypal Holdings 1.31 869432 -40% 114.46
Nutanix Inc cl a 1.31 3.83M NEW 25.94
Vareit, Inc reits 1.28 10.80M +4% 9.01
Citizens Financial 1.16 2.48M NEW 35.36
Spotify Technology Sa 1.13 585061 NEW 146.22
Weight Watchers International (WTW) 1.10 4.37M NEW 19.10
Group 1 Automotive (GPI) 1.08 995146 -11% 81.89
NuVasive (NUVA) 0.93 1.20M NEW 58.54
Fidelity National Information Services (FIS) 0.63 386203 +2% 122.68
American Express Company (AXP) 0.48 296515 +2% 123.44
Asbury Automotive (ABG) 0.35 314537 -18% 84.34
Liberty Global Inc Com Ser A 0.19 521455 +3% 26.99
Sotheby's (BID) 0.17 221938 NEW 58.13
Lennar Corporation (LEN.B) 0.08 163714 -3% 38.51

Past 13F-HR SEC Filings by Eminence Capital

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