Eminence Capital as of March 31, 2017
Portfolio Holdings for Eminence Capital
Eminence Capital holds 40 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 12.5 | $699M | 8.1M | 86.47 | |
| Lennar Corporation (LEN) | 7.8 | $436M | 8.5M | 51.19 | |
| Intercontinental Exchange (ICE) | 4.4 | $247M | 4.1M | 59.87 | |
| Fnf (FNF) | 3.9 | $220M | 5.6M | 38.94 | |
| Baidu (BIDU) | 3.7 | $207M | 1.2M | 172.52 | |
| Arris | 3.6 | $203M | 7.7M | 26.45 | |
| Interxion Holding | 3.2 | $179M | 4.5M | 39.56 | |
| Rexnord | 3.0 | $166M | 7.2M | 23.08 | |
| Zynga | 3.0 | $165M | 58M | 2.85 | |
| Anthem (ELV) | 2.9 | $164M | 993k | 165.38 | |
| Dunkin' Brands Group | 2.9 | $164M | 3.0M | 54.68 | |
| Wendy's/arby's Group (WEN) | 2.9 | $160M | 12M | 13.61 | |
| La Quinta Holdings | 2.6 | $143M | 11M | 13.52 | |
| Constellation Brands (STZ) | 2.5 | $140M | 866k | 162.07 | |
| Us Foods Hldg Corp call (USFD) | 2.5 | $140M | 5.0M | 27.98 | |
| Imperva | 2.4 | $136M | 3.3M | 41.05 | |
| MicroStrategy Incorporated (MSTR) | 2.4 | $135M | 720k | 187.80 | |
| Cbre Group Inc Cl A (CBRE) | 2.3 | $129M | 3.7M | 34.79 | |
| Expedia (EXPE) | 2.3 | $127M | 1.0M | 126.17 | |
| Pandora Media | 2.2 | $125M | 11M | 11.81 | |
| Liberty Global Inc Com Ser A | 2.2 | $123M | 3.4M | 35.87 | |
| Tripadvisor (TRIP) | 2.1 | $116M | 2.7M | 43.16 | |
| KAR Auction Services (KAR) | 2.0 | $112M | 2.6M | 43.67 | |
| Tailored Brands | 1.9 | $108M | 7.3M | 14.94 | |
| Ptc (PTC) | 1.8 | $100M | 1.9M | 52.55 | |
| Group 1 Automotive (GPI) | 1.6 | $91M | 1.2M | 74.08 | |
| Cornerstone Ondemand | 1.6 | $91M | 2.3M | 38.89 | |
| Asbury Automotive (ABG) | 1.6 | $90M | 1.5M | 60.10 | |
| Ctrip.com International | 1.6 | $88M | 1.8M | 49.15 | |
| Fidelity Natl Inc New Fnfv Group Com Isin #us31620r4020 | 1.4 | $80M | 6.0M | 13.25 | |
| CF Industries Holdings (CF) | 1.4 | $78M | 2.7M | 29.35 | |
| World Wrestling Entertainment | 1.4 | $77M | 3.5M | 22.22 | |
| S&p Global (SPGI) | 1.4 | $75M | 576k | 130.74 | |
| Morgan Stanley (MS) | 1.3 | $71M | 1.7M | 42.84 | |
| AutoNation (AN) | 1.0 | $55M | 1.3M | 42.29 | |
| Berry Plastics (BERY) | 0.9 | $50M | 1.0M | 48.57 | |
| Coca Cola European Partners (CCEP) | 0.8 | $46M | 1.2M | 37.69 | |
| Cyberark Software (CYBR) | 0.4 | $21M | 416k | 50.87 | |
| Yahoo! | 0.3 | $16M | 345k | 46.41 | |
| J Alexanders Holding | 0.2 | $13M | 1.2M | 10.05 |
