Eminence Capital

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

Companies in the Eminence Capital portfolio as of September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Lennar Corporation (LEN) 6.94 8.12M -8% 52.80
Intercontinentalexchange 6.02 5.41M +3% 68.70
Arris 4.62 10.01M +9% 28.49
Liberty Media Corp Series C Li 3.85 6.24M +55% 38.09
Interxion Holding N.v shs 3.66 4.44M -6% 50.93
Expedia 3.63 1.56M +17% 143.94
Cornerstone Ondemand Inc 3.60 5.47M +77% 40.61
Us Foods Hldg Corp call 3.45 7.97M +5% 26.70
Autodesk (ADSK) 3.44 1.89M 112.26
Alphabet Inc Class C cs 3.41 219798 NEW 959.11
La Quinta Holdings 2.99 10.54M -7% 17.50
CF Industries Holdings (CF) 2.82 4.96M -3% 35.16
Microsoft Corporation (MSFT) 2.81 2.33M -5% 74.49
New Relic 2.54 3.15M NEW 49.80
Berry Plastics 2.47 2.69M -3% 56.65
Cbre Group Inc Cl A 2.41 3.93M 37.88
Liberty Global Inc Com Ser A 2.36 4.30M -8% 33.91
Anthem 2.29 746231 189.88
Wendy's/arby's Group 2.24 8.90M +16% 15.53
Constellation Brands (STZ) 2.23 691778 -19% 199.45
Zynga 2.16 35.23M -27% 3.78
KAR Auction Services (KAR) 2.06 2.66M 47.74
Imperva 2.04 2.90M -11% 43.40
Jack in the Box (JACK) 2.00 1.21M NEW 101.92
Fnf 1.96 3.54M -19% 34.26
Group 1 Automotive (GPI) 1.92 1.64M -5% 72.46
Asbury Automotive (ABG) 1.89 1.91M -2% 61.10
Quintiles Transnatio Hldgs I 1.83 1.19M NEW 95.07
Ptc 1.80 1.97M -9% 56.28
Equifax (EFX) 1.73 1.01M NEW 105.99
MicroStrategy Incorporated (MSTR) 1.58 763587 127.71
Cyberark Software Ltd shs 1.56 2.36M +68% 41.00
Forest City Realty Trust Inc Class A 1.52 3.68M +17% 25.51
Yelp Inc cl a 1.42 2.02M NEW 43.30
Pandora Media Inc 1.23 9.90M +35% 7.70
S&p Global 1.10 435847 156.31
Rexnord 1.03 2.50M -67% 25.41
Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 0.95 3.42M 17.15
Black Knight Inc 0.76 1.08M NEW 43.05
Mattel (MAT) 0.56 2.23M +37% 15.48
NIKE (NKE) 0.52 625500 NEW 51.85
Altaba 0.38 356821 66.24
J Alexanders Holding 0.24 1.29M 11.60

Past 13F-HR SEC Filings by Eminence Capital

View All Filings