Eminence Capital as of Dec. 31, 2024
Portfolio Holdings for Eminence Capital
Eminence Capital holds 52 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sea Sponsord Ads (SE) | 6.6 | $430M | 4.1M | 106.10 | |
| Performance Food (PFGC) | 3.3 | $218M | 2.6M | 84.55 | |
| Zillow Group Cl C Cap Stk (Z) | 3.3 | $216M | 2.9M | 74.05 | |
| Anthem (ELV) | 3.1 | $205M | 556k | 368.90 | |
| Ashland (ASH) | 3.1 | $204M | 2.9M | 71.46 | |
| Amazon (AMZN) | 3.1 | $204M | 931k | 219.39 | |
| Okta Cl A (OKTA) | 3.1 | $202M | 2.6M | 78.80 | |
| CF Industries Holdings (CF) | 3.0 | $197M | 2.3M | 85.32 | |
| Asbury Automotive (ABG) | 2.9 | $192M | 788k | 243.03 | |
| Liberty Media Corp Del Com Lbty One S C (FWONK) | 2.8 | $184M | 2.0M | 92.66 | |
| Lpl Financial Holdings (LPLA) | 2.8 | $182M | 559k | 326.51 | |
| Atmus Filtration Technologies Ord (ATMU) | 2.8 | $180M | 4.6M | 39.18 | |
| Pinterest Cl A (PINS) | 2.5 | $164M | 5.7M | 29.00 | |
| Capital One Financial (COF) | 2.4 | $159M | 891k | 178.32 | |
| Graphic Packaging Holding Company (GPK) | 2.4 | $158M | 5.8M | 27.16 | |
| Louisiana-Pacific Corporation (LPX) | 2.3 | $150M | 1.4M | 103.55 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.3 | $148M | 1.7M | 84.79 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 2.2 | $146M | 4.7M | 30.77 | |
| Sentinelone Cl A (S) | 2.2 | $145M | 6.5M | 22.20 | |
| Dynatrace Com New (DT) | 2.2 | $145M | 2.7M | 54.35 | |
| Uber Technologies (UBER) | 2.1 | $137M | 2.3M | 60.32 | |
| Berry Plastics (BERY) | 2.1 | $137M | 2.1M | 64.67 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.1 | $135M | 778k | 173.57 | |
| Corteva (CTVA) | 2.1 | $135M | 2.4M | 56.96 | |
| salesforce (CRM) | 1.9 | $126M | 376k | 334.33 | |
| Advanced Micro Devices (AMD) | 1.9 | $124M | 1.0M | 120.79 | |
| Gitlab Class A Com (GTLB) | 1.9 | $124M | 2.2M | 56.35 | |
| Sensata Technologies Hldg Pl SHS (ST) | 1.8 | $118M | 4.3M | 27.40 | |
| Charles River Laboratories (CRL) | 1.8 | $116M | 628k | 184.60 | |
| Dave & Buster's Entertainmnt (PLAY) | 1.7 | $112M | 3.8M | 29.19 | |
| Tempur-Pedic International (SGI) | 1.6 | $107M | 1.9M | 56.69 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.6 | $103M | 1.3M | 78.18 | |
| Red Rock Resorts Cl A (RRR) | 1.5 | $95M | 2.1M | 46.24 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 1.4 | $95M | 816k | 116.04 | |
| Lennar Corp Cl A (LEN) | 1.4 | $93M | 685k | 136.37 | |
| Advance Auto Parts (AAP) | 1.3 | $87M | 1.8M | 47.29 | |
| Camping World Hldgs Cl A (CWH) | 1.3 | $87M | 4.1M | 21.08 | |
| Freshworks Class A Com (FRSH) | 1.3 | $86M | 5.3M | 16.17 | |
| McGrath Rent (MGRC) | 1.3 | $84M | 750k | 111.82 | |
| MGM Resorts International. (MGM) | 1.1 | $72M | 2.1M | 34.65 | |
| LKQ Corporation (LKQ) | 1.1 | $69M | 1.9M | 36.75 | |
| Signet Jewelers SHS (SIG) | 1.0 | $68M | 839k | 80.71 | |
| Draftkings Com Cl A (DKNG) | 1.0 | $65M | 1.8M | 37.20 | |
| Six Flags Entertainment Corp (FUN) | 1.0 | $65M | 1.4M | 48.19 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.0 | $64M | 998k | 63.86 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.8 | $51M | 1.2M | 43.50 | |
| Melco Resorts And Entmnt Adr (MLCO) | 0.7 | $45M | 7.7M | 5.79 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.5 | $35M | 549k | 64.05 | |
| Progressive Corporation (PGR) | 0.4 | $28M | 115k | 239.61 | |
| Amcor Ord (AMCR) | 0.4 | $27M | 2.9M | 9.41 | |
| Wynn Resorts (WYNN) | 0.2 | $14M | 157k | 86.16 | |
| Advisorshares Tr Pure Us Cannabis (MSOS) | 0.1 | $7.9M | 2.1M | 3.81 |
