Eminence-Capital-Lp

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PINS",
  "SE",
  "FROG",
  "FWONK",
  "BABA",
  null,
  "ATMU",
  "ABG",
  null,
  "COF",
  "MGRC",
  "DT",
  "FUN",
  "FERG",
  "FRSH",
  "LEN",
  "RRR",
  "EVR",
  "GTLB",
  "PGR",
  "GEHC",
  "LPLA",
  "UBER",
  null,
  "LPX",
  "PRMB",
  "GPK",
  "AMCR",
  "AMD",
  "IBP",
  "AMZN",
  "HDB",
  "DKNG",
  "WK",
  "Z",
  "PFGC",
  "OKTA",
  "CRM",
  "S",
  "BAC",
  null,
  "CWH",
  "CPT",
  "CF",
  "CRL",
  "PLAY",
  "ELV"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 47
Total Value: 5984638662
Accession Number: 0001085146-25-003291
Form Type: 13F-HR
CIK: eminence-capital-lp
Manager Name: Eminence-Capital-Lp

Data Enrichment

91% identified

43 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

47 positions • $6.0B total value

SEC FilingSEC DataHachi Filing

Manager:

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G3643J108

Shares:155.0K

Value:$34.3M

% of Portfolio:0.6% ($34.3M/$6.0B)

Amcor plc

AMCR|G0250X107

Shares:3.5M

Value:$34.1M

% of Portfolio:0.6% ($34.1M/$6.0B)

CAMDEN PROPERTY TRUST

CPT|133131102

Shares:269.8K

Value:$33.0M

% of Portfolio:0.6% ($33.0M/$6.0B)

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:116.1K

Value:$32.8M

% of Portfolio:0.5% ($32.8M/$6.0B)

Camping World Holdings, Inc.

CWH|13462K109

Shares:1.9M

Value:$29.9M

% of Portfolio:0.5% ($29.9M/$6.0B)

Six Flags Entertainment Corporation/NEW

FUN|83001C108

Shares:643.3K

Value:$22.9M

% of Portfolio:0.4% ($22.9M/$6.0B)

00768Y453

Shares:1.5M

Value:$3.9M

% of Portfolio:0.1% ($3.9M/$6.0B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusipG3643J108)✕	155.0K	QoQ NEW(+155.0K) YoY NEW(+155.0K)	All Managers (Combined)	$34.3M	0.6% ($34.3M/$6.0B)	QoQ NEW(+$34.3M) YoY NEW(+$34.3M)
Amcor plc(AMCRcusipG0250X107)	3.5M	QoQ +22.38% (+644.0K) YoY NEW(+3.5M)	All Managers (Combined)	$34.1M	0.6% ($34.1M/$6.0B)	QoQ +26.16% (+$7.1M) YoY NEW(+$34.1M)
CAMDEN PROPERTY TRUST(CPTcusip133131102)	269.8K	QoQ -66.93% (-546.1K) YoY -70.64% (-649.3K)	All Managers (Combined)	$33.0M	0.6% ($33.0M/$6.0B)	QoQ -65.14% (-$61.7M) YoY -63.51% (-$57.4M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	116.1K	QoQ +0.54% (+627) YoY -71.76% (-295.0K)	All Managers (Combined)	$32.8M	0.5% ($32.8M/$6.0B)	QoQ +18.75% (+$5.2M) YoY -61.36% (-$52.2M)
Camping World Holdings, Inc.(CWHcusip13462K109)	1.9M	QoQ -54.95% (-2.3M) YoY -23.38% (-565.0K)	All Managers (Combined)	$29.9M	0.5% ($29.9M/$6.0B)	QoQ -65.46% (-$56.7M) YoY -55.54% (-$37.4M)
Six Flags Entertainment Corporation/NEW(FUNcusip83001C108)	643.3K	QoQ -52.47% (-710.3K) YoY NEW(+643.3K)	All Managers (Combined)	$22.9M	0.4% ($22.9M/$6.0B)	QoQ -64.82% (-$42.3M) YoY NEW(+$22.9M)
(cusip00768Y453)✕	1.5M	QoQ -28.34% (-586.0K) YoY -75.32% (-4.5M)	All Managers (Combined)	$3.9M	0.1% ($3.9M/$6.0B)	QoQ -50.91% (-$4.0M) YoY -93.56% (-$56.2M)