EMINENCE CAPITAL, LP Holdings

EMINENCE CAPITAL, LP is an investment fund managing more than 4.79B US dollars. The largest holdings include Ashland, New Relic and Uber Technologies. In Q3 2022 the fund bought assets of total value of 638.11M US dollars and sold assets of total value of 951.8M US dollars.

$4.78B

portfolio value

-30.04%

quarter

-89.22%

1 year

-15.30%

3 years

+4.11%

5 years

EMINENCE CAPITAL, LP portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2016	960434000	2137104000
Q2 2016	702285000	1144012000
Q3 2016	1428440000	250225000
Q4 2016	997119000	434332000
Q1 2017	452472000	1303465000
Q2 2017	1369791000	940324000
Q3 2017	1245654000	832882000
Q4 2017	1433950000	1058869000
Q1 2018	1073985000	1214967000
Q2 2018	1341780000	457627000
Q3 2018	1047303000	1940663000
Q4 2018	1068528000	1906365000
Q1 2019	2658053000	1055584000
Q2 2019	2279048000	1362998000
Q3 2019	1686662000	1185812000
Q4 2019	1688491000	956539000
Q1 2020	2223351000	2654005000
Q2 2020	2053870000	2621291000
Q3 2020	1409859000	1397222000
Q4 2020	2032480000	896290000
Q1 2021	1792171000	2611254000
Q2 2021	1945206000	1664051000
Q3 2021	1097909000	1895367000
Q4 2021	1635056000	1254821000
Q1 2022	458421000	1846672000
Q2 2022	49827000	1148987000
Q3 2022	638113000	951799000

EMINENCE CAPITAL, LP 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Specialty Chemicals Ashland Inc. Portfolio share: 8.10% Portfolio value: 387.85M Avg. open price: $77.16 Current price: $112.88 P/L: +46.30% Bought +1.21% shares Q2 2022	share	8.10%	387.85M	$77.16	$112.88	+46.30%	Bought +1.21% shares Q2 2022
Software—Infrastructure New Relic, Inc. Portfolio share: 6.81% Portfolio value: 326.16M Avg. open price: $66.9 Current price: $55.29 P/L: -17.36% Bought +1.88% shares Q3 2022	share	6.81%	326.16M	$66.9	$55.29	-17.36%	Bought +1.88% shares Q3 2022
Software—Application Uber Technologies, Inc. Portfolio share: 4.42% Portfolio value: 211.85M Avg. open price: $33.98 Current price: $27.7 P/L: -18.47% Bought +45.96% shares Q3 2022	share	4.42%	211.85M	$33.98	$27.7	-18.47%	Bought +45.96% shares Q3 2022
Industrial Distribution Ferguson plc Portfolio share: 3.00% Portfolio value: 143.65M Avg. open price: $110.71 Current price: $115.65 P/L: +4.46% Bought +37.90% shares Q3 2022	share	3.00%	143.65M	$110.71	$115.65	+4.46%	Bought +37.90% shares Q3 2022
Rental & Leasing Services WillScot Mobile Mini Holdings Corp. Portfolio share: 2.53% Portfolio value: 120.99M Avg. open price: $24.21 Current price: $47.38 P/L: +95.70% Sold -40.05% shares Q3 2022	share	2.53%	120.99M	$24.21	$47.38	+95.70%	Sold -40.05% shares Q3 2022
Furnishings, Fixtures & Appliances Tempur Sealy International, Inc. Portfolio share: 2.46% Portfolio value: 117.93M Avg. open price: $24.06 Current price: $31.51 P/L: +30.99% Bought +9.68% shares Q3 2022	share	2.46%	117.93M	$24.06	$31.51	+30.99%	Bought +9.68% shares Q3 2022
Agricultural Inputs Corteva, Inc. Portfolio share: 2.41% Portfolio value: 115.46M Avg. open price: $27.15 Current price: $64.36 P/L: +137.01% Sold -5.20% shares Q3 2022	share	2.41%	115.46M	$27.15	$64.36	+137.01%	Sold -5.20% shares Q3 2022
Entertainment Formula One Group Portfolio share: 2.39% Portfolio value: 114.41M Avg. open price: $35.69 Current price: $61.01 P/L: +70.94% Sold -5.20% shares Q3 2022	share	2.39%	114.41M	$35.69	$61.01	+70.94%	Sold -5.20% shares Q3 2022
Internet Retail Amazon.com, Inc. Portfolio share: 2.38% Portfolio value: 114.14M Avg. open price: $2,756.9 Current price: $91.02 P/L: -96.70% Bought +4.84% shares Q3 2022	share	2.38%	114.14M	$2,756.9	$91.02	-96.70%	Bought +4.84% shares Q3 2022
Packaging & Containers Berry Global Group, Inc. Portfolio share: 2.32% Portfolio value: 111.07M Avg. open price: $47.56 Current price: $60.85 P/L: +27.95% Bought +2.33% shares Q3 2022	share	2.32%	111.07M	$47.56	$60.85	+27.95%	Bought +2.33% shares Q3 2022
Medical Devices LivaNova PLC Portfolio share: 2.22% Portfolio value: 106.08M Avg. open price: $75.03 Current price: $55.1 P/L: -26.57% Bought +10.04% shares Q3 2022	share	2.22%	106.08M	$75.03	$55.1	-26.57%	Bought +10.04% shares Q3 2022
Capital Markets Morgan Stanley Portfolio share: 2.19% Portfolio value: 105.09M Avg. open price: $48.67 Current price: $89.81 P/L: +84.53% Sold -5.18% shares Q3 2022	share	2.19%	105.09M	$48.67	$89.81	+84.53%	Sold -5.18% shares Q3 2022
Internet Content & Information Zillow Group, Inc. Portfolio share: 2.14% Portfolio value: 102.42M Avg. open price: $77.18 Current price: $37.57 P/L: -51.32% Sold -7.70% shares Q3 2022	share	2.14%	102.42M	$77.18	$37.57	-51.32%	Sold -7.70% shares Q3 2022
Software—Application Salesforce, Inc. Portfolio share: 2.09% Portfolio value: 99.89M Avg. open price: N/A Current price: $133.93 P/L: N/A Sold -5.87% shares Q3 2022	share	2.09%	99.89M	N/A	$133.93	N/A	Sold -5.87% shares Q3 2022
Electrical Equipment & Parts Vertiv Holdings Co Portfolio share: 2.03% Portfolio value: 97.01M Avg. open price: $14 Current price: $14.35 P/L: +2.50% Sold -10.21% shares Q3 2022	share	2.03%	97.01M	$14	$14.35	+2.50%	Sold -10.21% shares Q3 2022
Residential Construction Lennar Corporation Portfolio share: 2.01% Portfolio value: 96.45M Avg. open price: $51.97 Current price: $87.35 P/L: +68.09% Sold -15.06% shares Q3 2022	share	2.01%	96.45M	$51.97	$87.35	+68.09%	Sold -15.06% shares Q3 2022
Electronic Gaming & Multimedia Electronic Arts Inc. Portfolio share: 1.98% Portfolio value: 94.55M Avg. open price: $112.69 Current price: $130.42 P/L: +15.74% Sold -5.16% shares Q3 2022	share	1.98%	94.55M	$112.69	$130.42	+15.74%	Sold -5.16% shares Q3 2022
Specialty Chemicals Avantor, Inc. Portfolio share: 1.93% Portfolio value: 92.40M Avg. open price: $18.15 Current price: $22.35 P/L: +23.14% N/A Q3 2022	share	1.93%	92.40M	$18.15	$22.35	+23.14%	N/A Q3 2022
Software—Application NICE Ltd. Portfolio share: 1.92% Portfolio value: 91.96M Avg. open price: $252.46 Current price: $196.64 P/L: -22.11% Sold -5.18% shares Q3 2022	share	1.92%	91.96M	$252.46	$196.64	-22.11%	Sold -5.18% shares Q3 2022
Software—Application E2open Parent Holdings, Inc. Portfolio share: 1.86% Portfolio value: 89.18M Avg. open price: $11 Current price: $5.72 P/L: -48.02% Sold -4.97% shares Q3 2022	share	1.86%	89.18M	$11	$5.72	-48.02%	Sold -4.97% shares Q3 2022
Information Technology Services Fidelity National Information Services, Inc. Portfolio share: 1.76% Portfolio value: 84.29M Avg. open price: $110.69 Current price: $72.87 P/L: -34.17% Bought +108.55% shares Q3 2022	share	1.76%	84.29M	$110.69	$72.87	-34.17%	Bought +108.55% shares Q3 2022
Software—Application Smartsheet Inc. Portfolio share: 1.74% Portfolio value: 83.22M Avg. open price: N/A Current price: $36.52 P/L: N/A N/A Q3 2022	share	1.74%	83.22M	N/A	$36.52	N/A	N/A Q3 2022
Internet Content & Information Pinterest, Inc. Portfolio share: 1.67% Portfolio value: 79.74M Avg. open price: $23.02 Current price: $23.93 P/L: +3.96% Sold -16.44% shares Q3 2022	share	1.67%	79.74M	$23.02	$23.93	+3.96%	Sold -16.44% shares Q3 2022
Healthcare Plans Centene Corporation Portfolio share: 1.64% Portfolio value: 78.28M Avg. open price: $57.9 Current price: $86.35 P/L: +49.12% Sold -20.98% shares Q3 2022	share	1.64%	78.28M	$57.9	$86.35	+49.12%	Sold -20.98% shares Q3 2022
Medical Devices Tandem Diabetes Care, Inc. Portfolio share: 1.59% Portfolio value: 76.11M Avg. open price: N/A Current price: $42.44 P/L: N/A N/A Q3 2022	share	1.59%	76.11M	N/A	$42.44	N/A	N/A Q3 2022
Household & Personal Products South Pacific Resources Ltd Portfolio share: 1.55% Portfolio value: 74.19M Avg. open price: $86.06 Current price: $62.19 P/L: -27.74% Bought +103.92% shares Q3 2022	share	1.55%	74.19M	$86.06	$62.19	-27.74%	Bought +103.92% shares Q3 2022
Drug Manufacturers—Specialty & Generic Catalent, Inc. Portfolio share: 1.53% Portfolio value: 73.34M Avg. open price: $121.08 Current price: $50.77 P/L: -58.07% Sold -3.21% shares Q3 2022	share	1.53%	73.34M	$121.08	$50.77	-58.07%	Sold -3.21% shares Q3 2022
Software—Infrastructure GoDaddy Inc. Portfolio share: 1.44% Portfolio value: 68.90M Avg. open price: $70.31 Current price: $75.79 P/L: +7.80% Sold -5.20% shares Q3 2022	share	1.44%	68.90M	$70.31	$75.79	+7.80%	Sold -5.20% shares Q3 2022
Food Distribution Performance Food Group Company Portfolio share: 1.42% Portfolio value: 68.00M Avg. open price: $49.6 Current price: $60.26 P/L: +21.48% Sold -5.19% shares Q3 2022	share	1.42%	68.00M	$49.6	$60.26	+21.48%	Sold -5.19% shares Q3 2022
Packaging & Containers Graphic Packaging Holding Company Portfolio share: 1.39% Portfolio value: 66.78M Avg. open price: $17.16 Current price: $22.47 P/L: +30.96% Sold -21.39% shares Q3 2022	share	1.39%	66.78M	$17.16	$22.47	+30.96%	Sold -21.39% shares Q3 2022
Medical Care Facilities Oak Street Health, Inc. Portfolio share: 1.35% Portfolio value: 64.58M Avg. open price: $26.88 Current price: $21.94 P/L: -18.38% Sold -27.15% shares Q3 2022	share	1.35%	64.58M	$26.88	$21.94	-18.38%	Sold -27.15% shares Q3 2022
Agricultural Inputs CF Industries Holdings, Inc. Portfolio share: 1.34% Portfolio value: 64.35M Avg. open price: $26.02 Current price: $103.48 P/L: +297.63% Sold -5.20% shares Q3 2022	share	1.34%	64.35M	$26.02	$103.48	+297.63%	Sold -5.20% shares Q3 2022
Resorts & Casinos Melco Resorts & Entertainment Limited Portfolio share: 1.33% Portfolio value: 63.79M Avg. open price: $16.51 Current price: $9.53 P/L: -42.26% Sold -16.78% shares Q3 2022	share	1.33%	63.79M	$16.51	$9.53	-42.26%	Sold -16.78% shares Q3 2022
Software—Application Intuit Inc. Portfolio share: 1.32% Portfolio value: 63.42M Avg. open price: N/A Current price: $395.14 P/L: N/A N/A Q3 2022	share	1.32%	63.42M	N/A	$395.14	N/A	N/A Q3 2022
Resorts & Casinos Red Rock Resorts, Inc. Portfolio share: 1.30% Portfolio value: 62.20M Avg. open price: $11.71 Current price: $43.1 P/L: +267.95% Sold -11.64% shares Q3 2022	share	1.30%	62.20M	$11.71	$43.1	+267.95%	Sold -11.64% shares Q3 2022
Specialty Industrial Machinery Enovis Corporation Portfolio share: 1.30% Portfolio value: 62.12M Avg. open price: $55 Current price: $56.45 P/L: +2.64% Bought +11.93% shares Q3 2022	share	1.30%	62.12M	$55	$56.45	+2.64%	Bought +11.93% shares Q3 2022
Financial Data & Stock Exchanges Dun & Bradstreet Holdings, Inc. Portfolio share: 1.30% Portfolio value: 62.12M Avg. open price: $23.73 Current price: $13.83 P/L: -41.73% Sold -19.47% shares Q3 2022	share	1.30%	62.12M	$23.73	$13.83	-41.73%	Sold -19.47% shares Q3 2022
Software—Application SS&C Technologies Holdings, Inc. Portfolio share: 1.29% Portfolio value: 61.93M Avg. open price: $72.04 Current price: $52.29 P/L: -27.42% Sold -5.20% shares Q3 2022	share	1.29%	61.93M	$72.04	$52.29	-27.42%	Sold -5.20% shares Q3 2022
Software—Application Coupa Software Incorporated Portfolio share: 1.24% Portfolio value: 59.25M Avg. open price: N/A Current price: $62.7 P/L: N/A Sold -5.39% shares Q3 2022	share	1.24%	59.25M	N/A	$62.7	N/A	Sold -5.39% shares Q3 2022
Medical Instruments & Supplies Bausch + Lomb Corporation Portfolio share: 1.17% Portfolio value: 56.19M Avg. open price: $15.24 Current price: $15.21 P/L: -0.20% Bought +31.41% shares Q3 2022	share	1.17%	56.19M	$15.24	$15.21	-0.20%	Bought +31.41% shares Q3 2022
Auto & Truck Dealerships Asbury Automotive Group, Inc. Portfolio share: 1.17% Portfolio value: 55.95M Avg. open price: $115.52 Current price: $176.43 P/L: +52.73% Sold -12.89% shares Q3 2022	share	1.17%	55.95M	$115.52	$176.43	+52.73%	Sold -12.89% shares Q3 2022
Health Information Services CareMax, Inc. Portfolio share: 1.12% Portfolio value: 53.70M Avg. open price: $11.27 Current price: $3.49 P/L: -69.04% Sold -12.42% shares Q3 2022	share	1.12%	53.70M	$11.27	$3.49	-69.04%	Sold -12.42% shares Q3 2022
Software—Application JFrog Ltd. Portfolio share: 1.10% Portfolio value: 52.81M Avg. open price: $21.07 Current price: $21.46 P/L: +1.85% Bought +0.27% shares Q3 2022	share	1.10%	52.81M	$21.07	$21.46	+1.85%	Bought +0.27% shares Q3 2022
Diagnostics & Research IQVIA Holdings Inc. Portfolio share: 1.07% Portfolio value: 51.24M Avg. open price: $129.97 Current price: $211.93 P/L: +63.06% Bought +32.60% shares Q3 2022	share	1.07%	51.24M	$129.97	$211.93	+63.06%	Bought +32.60% shares Q3 2022
Capital Markets LPL Financial Holdings Inc. Portfolio share: 1.05% Portfolio value: 50.06M Avg. open price: $184.48 Current price: $223.42 P/L: +21.11% Bought +1.89% shares Q3 2022	share	1.05%	50.06M	$184.48	$223.42	+21.11%	Bought +1.89% shares Q3 2022
Software—Infrastructure Wix.com Ltd. Portfolio share: 1.05% Portfolio value: 50.04M Avg. open price: $143.34 Current price: $85.57 P/L: -40.30% Sold -60.32% shares Q3 2022	share	1.05%	50.04M	$143.34	$85.57	-40.30%	Sold -60.32% shares Q3 2022
Oil & Gas E&P Chesapeake Energy Corporation Portfolio share: 0.86% Portfolio value: 41.07M Avg. open price: N/A Current price: $95.82 P/L: N/A N/A Q3 2022	call	0.86%	41.07M	N/A	$95.82	N/A	N/A Q3 2022
Auto & Truck Dealerships Group 1 Automotive, Inc. Portfolio share: 0.84% Portfolio value: 40.14M Avg. open price: $86.65 Current price: $188.93 P/L: +118.03% Sold -5.19% shares Q3 2022	share	0.84%	40.14M	$86.65	$188.93	+118.03%	Sold -5.19% shares Q3 2022
Software—Application Pegasystems Inc. Portfolio share: 0.83% Portfolio value: 39.70M Avg. open price: $118.12 Current price: $35.54 P/L: -69.91% Sold -0.21% shares Q3 2022	share	0.83%	39.70M	$118.12	$35.54	-69.91%	Sold -0.21% shares Q3 2022
Oil & Gas E&P EQT Corporation Portfolio share: 0.76% Portfolio value: 36.26M Avg. open price: N/A Current price: $37.07 P/L: N/A N/A Q3 2022	call	0.76%	36.26M	N/A	$37.07	N/A	N/A Q3 2022
Leisure Peloton Interactive, Inc. Portfolio share: 0.67% Portfolio value: 32.04M Avg. open price: $28.4 Current price: $12.92 P/L: -54.51% N/A Q3 2022	share	0.67%	32.04M	$28.4	$12.92	-54.51%	N/A Q3 2022
Oil & Gas E&P Antero Resources Corporation Portfolio share: 0.63% Portfolio value: 30.37M Avg. open price: N/A Current price: $31.86 P/L: N/A N/A Q3 2022	call	0.63%	30.37M	N/A	$31.86	N/A	N/A Q3 2022
AdvisorShares Pure US Cannabis ETF Portfolio share: 0.54% Portfolio value: 26.04M Avg. open price: $29.88 Current price: $13.71 P/L: -54.11% Sold -1.02% shares Q3 2022	share	0.54%	26.04M	$29.88	$13.71	-54.11%	Sold -1.02% shares Q3 2022
Insurance—Reinsurance RenaissanceRe Holdings Ltd. Portfolio share: 0.52% Portfolio value: 24.73M Avg. open price: N/A Current price: $186.39 P/L: N/A N/A Q3 2022	share	0.52%	24.73M	N/A	$186.39	N/A	N/A Q3 2022
Credit Services Mastercard Incorporated Portfolio share: 0.40% Portfolio value: 19.00M Avg. open price: $273.68 Current price: $356.09 P/L: +30.11% Sold -0.21% shares Q3 2022	share	0.40%	19.00M	$273.68	$356.09	+30.11%	Sold -0.21% shares Q3 2022
Software—Application Rumble Inc. Portfolio share: 0.38% Portfolio value: 18.37M Avg. open price: N/A Current price: $7.59 P/L: N/A N/A Q3 2022	share	0.38%	18.37M	N/A	$7.59	N/A	N/A Q3 2022
Software—Application Workday, Inc. Portfolio share: 0.36% Portfolio value: 17.46M Avg. open price: $276.5 Current price: $164.61 P/L: -40.47% Sold -0.21% shares Q3 2022	share	0.36%	17.46M	$276.5	$164.61	-40.47%	Sold -0.21% shares Q3 2022
Diagnostics & Research Natera, Inc. Portfolio share: 0.27% Portfolio value: 12.89M Avg. open price: $40.13 Current price: $40.39 P/L: +0.65% Bought +4.72% shares Q3 2022	share	0.27%	12.89M	$40.13	$40.39	+0.65%	Bought +4.72% shares Q3 2022
Internet Content & Information Match Group, Inc. Portfolio share: 0.19% Portfolio value: 9.09M Avg. open price: N/A Current price: $45.78 P/L: N/A Sold -0.21% shares Q3 2022	share	0.19%	9.09M	N/A	$45.78	N/A	Sold -0.21% shares Q3 2022
LENNAR CORP Portfolio share: 0.16% Portfolio value: 7.61M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.21% shares Q3 2022	share	0.16%	7.61M	N/A	N/A	N/A	Sold -0.21% shares Q3 2022
Real Estate Services Doma Holdings Inc. Portfolio share: 0.11% Portfolio value: 5.37M Avg. open price: $5.2 Current price: $0.41 P/L: -92.13% Sold -2.00% shares Q2 2022	share	0.11%	5.37M	$5.2	$0.41	-92.13%	Sold -2.00% shares Q2 2022
Medical Care Facilities Cano Health, Inc. Portfolio share: 0.05% Portfolio value: 2.16M Avg. open price: $12.68 Current price: $2.09 P/L: -83.52% N/A Q3 2022	share	0.05%	2.16M	$12.68	$2.09	-83.52%	N/A Q3 2022
Residential Construction Toll Brothers, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $47.92 Current price: $46.86 P/L: -2.21% Sold -100.00% shares Q3 2022	share	0.00%	0	$47.92	$46.86	-2.21%	Sold -100.00% shares Q3 2022
Travel Services Expedia Group, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $136.73 Current price: $100.66 P/L: -26.38% Sold -100.00% shares Q3 2022	share	0.00%	0	$136.73	$100.66	-26.38%	Sold -100.00% shares Q3 2022
Diagnostics & Research Exact Sciences Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $89.7 Current price: $45.55 P/L: -49.22% Sold -100.00% shares Q3 2022	share	0.00%	0	$89.7	$45.55	-49.22%	Sold -100.00% shares Q3 2022
Capital Markets The Charles Schwab Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $39.88 Current price: $81.24 P/L: +103.73% Sold -100.00% shares Q3 2022	share	0.00%	0	$39.88	$81.24	+103.73%	Sold -100.00% shares Q3 2022
Health Information Services Change Healthcare Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $10.62 Current price: $27.49 P/L: +158.77% Sold -100.00% shares Q3 2022	share	0.00%	0	$10.62	$27.49	+158.77%	Sold -100.00% shares Q3 2022
Medical Devices iRhythm Technologies, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $102.75 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$102.75	N/A	Sold -100.00% shares Q3 2022
Specialty Business Services IAA, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $38.25 Current price: $38.58 P/L: +0.86% Sold -100.00% shares Q3 2022	share	0.00%	0	$38.25	$38.58	+0.86%	Sold -100.00% shares Q3 2022
Medical Devices AdaptHealth Corp. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $16.03 Current price: $21.92 P/L: +36.74% Sold -100.00% shares Q3 2022	share	0.00%	0	$16.03	$21.92	+36.74%	Sold -100.00% shares Q3 2022
Biotechnology Atara Biotherapeutics, Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $16.12 Current price: $4.65 P/L: -71.15% Sold -100.00% shares Q3 2022	share	0.00%	0	$16.12	$4.65	-71.15%	Sold -100.00% shares Q3 2022
Shell Companies Fifth Wall Acquisition Corp. III Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $9.99 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$9.99	N/A	Sold -100.00% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $2,309.62 Current price: $99.87 P/L: -95.68% Sold -100.00% shares Q3 2022	share	0.00%	0	$2,309.62	$99.87	-95.68%	Sold -100.00% shares Q3 2022
Shell Companies TCV Acquisition Corp. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $10.02 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$10.02	N/A	Sold -100.00% shares Q3 2022
Specialty Chemicals Perimeter Solutions, SA Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $10.83 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$10.83	N/A	Sold -100.00% shares Q3 2022

Showing TOP 75 EMINENCE CAPITAL, LP's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of EMINENCE CAPITAL, LP?

The biggest position of the EMINENCE CAPITAL, LP is Ashland Inc. (ASH) with 8.1% portfolio share worth of 387.86M US dollars.

Top 5 EMINENCE CAPITAL, LP's holdings represent 24.87% of the portfolio:

Ashland Inc. (ASH) – 8.1%
New Relic, Inc. (NEWR) – 6.81%
Uber Technologies, Inc. (UBER) – 4.42%
Ferguson plc (FERG) – 3%
WillScot Mobile Mini Holdings Corp. (WSC) – 2.53%

Who is the portfolio manager of EMINENCE CAPITAL, LP?

The portfolio manager of the EMINENCE CAPITAL, LP is .

What is the total asset value of the EMINENCE CAPITAL, LP portfolio?

EMINENCE CAPITAL, LP total asset value (portfolio value) is 4.79B US dollars.

Who is ?

is the portfolio manager of the EMINENCE CAPITAL, LP.

What is (EMINENCE CAPITAL, LP) fund performance?

EMINENCE CAPITAL, LP's quarterly performance is -30.04%, annualy -89.22%. In the past 3 years, the value of 's portfolio has decreased by -15%. In the past 5 years, the value of the portfolio has increased by +4%.

What is the EMINENCE CAPITAL, LP CIK?

EMINENCE CAPITAL, LP's Central Index Key is 0001107310 .

EMINENCE CAPITAL, LP Holdings

EMINENCE CAPITAL, LP portfolio value:

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