EMINENCE CAPITAL, LP Diversified Active

Location: New York, NY

CIK: 0001107310 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Jul 6, 2026

Total Value: $0

Holdings (1)

New Positions (1)

— None ⚠ —

Value $0 Shares 0 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	None ⚠	0	$0	—	—	—	0	000000000

Exited Positions (33)

Value $337M Shares 4,065,665 Est. Cost $85.44 Unrealized —

AMZN AMAZON COM INC —

Value $322M Shares 1,543,759 Est. Cost $163.56 Unrealized —

PFGC PERFORMANCE FOOD GROUP CO —

Value $319M Shares 3,719,411 Est. Cost $78.85 Unrealized —

CPNG COUPANG INC —

Value $293M Shares 15,510,784 Est. Cost $25.91 Unrealized —

AMD ADVANCED MICRO DEVICES INC —

Value $239M Shares 1,176,963 Est. Cost $146.81 Unrealized —

DT DYNATRACE INC —

Value $196M Shares 5,304,693 Est. Cost $46.29 Unrealized —

ABG ASBURY AUTOMOTIVE GROUP INC —

Value $187M Shares 956,079 Est. Cost $212.70 Unrealized —

LPX LOUISIANA PAC CORP —

Value $184M Shares 2,533,385 Est. Cost $80.40 Unrealized —

SNPS SYNOPSYS INC —

Value $178M Shares 449,220 Est. Cost $500.49 Unrealized —

FWONK LIBERTY MEDIA CORP —

Value $169M Shares 1,982,673 Est. Cost $66.28 Unrealized —

FERG FERGUSON ENTERPRISES INC —

Value $151M Shares 645,805 Est. Cost $207.51 Unrealized —

WK WORKIVA INC —

Value $150M Shares 2,519,889 Est. Cost $76.50 Unrealized —

THC TENET HEALTHCARE CORP —

Value $149M Shares 790,302 Est. Cost $183.84 Unrealized —

VVV VALVOLINE INC —

Value $149M Shares 4,425,261 Est. Cost $32.22 Unrealized —

Z ZILLOW GROUP INC —

Value $143M Shares 3,445,538 Est. Cost $60.35 Unrealized —

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO —

Value $143M Shares 421,673 Est. Cost $337.95 Unrealized —

SGI SOMNIGROUP INTERNATIONAL INC —

Value $112M Shares 1,512,994 Est. Cost $82.83 Unrealized —

BABA ALIBABA GROUP HLDG LTD —

Value $108M Shares 861,326 Est. Cost $88.23 Unrealized —

DHR DANAHER CORP —

Value $106M Shares 561,234 Est. Cost $224.68 Unrealized —

MDLN MEDLINE INC —

Value $101M Shares 2,279,190 Est. Cost $43.12 Unrealized —

MTN VAIL RESORTS INC —

Value $91.63M Shares 714,077 Est. Cost $137.87 Unrealized —

MGRC MCGRATH RENTCORP —

Value $88.87M Shares 805,829 Est. Cost $115.15 Unrealized —

ATMU ATMUS FILTRATION TECHNOLOGIES —

Value $72.78M Shares 1,281,995 Est. Cost $36.52 Unrealized —

AON AON PLC —

Value $57.78M Shares 179,019 Est. Cost $336.05 Unrealized —

MRSH MARSH & MCLENNAN COS INC —

Value $55.57M Shares 320,386 Est. Cost $181.36 Unrealized —

EL LAUDER ESTEE COS INC —

Value $50.12M Shares 698,350 Est. Cost $111.88 Unrealized —

FLUT FLUTTER ENTMT PLC —

Value $49.33M Shares 483,900 Est. Cost $180.17 Unrealized —

MDB MONGODB INC —

Value $39.9M Shares 163,008 Est. Cost $262.31 Unrealized —

CWH CAMPING WORLD HLDGS INC —

Value $39.84M Shares 5,832,492 Est. Cost $16.06 Unrealized —

PLAY DAVE & BUSTERS ENTMT INC —

Value $25.41M Shares 2,346,038 Est. Cost $44.43 Unrealized —

RRR RED ROCK RESORTS INC —

Value $22.12M Shares 414,491 Est. Cost $40.34 Unrealized —

MNDY MONDAY COM LTD —

Value $17.15M Shares 248,101 Est. Cost $109.41 Unrealized —

U UNITY SOFTWARE INC —

Value $15.9M Shares 724,782 Est. Cost $32.68 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SE	SEA LTD	4,065,665	$337M	—	$85.44	—	—	81141R100
AMZN	AMAZON COM INC	1,543,759	$322M	—	$163.56	—	—	023135106
PFGC	PERFORMANCE FOOD GROUP CO	3,719,411	$319M	—	$78.85	—	—	71377A103
CPNG	COUPANG INC	15,510,784	$293M	—	$25.91	—	—	22266T109
AMD	ADVANCED MICRO DEVICES INC	1,176,963	$239M	—	$146.81	—	—	007903107
DT	DYNATRACE INC	5,304,693	$196M	—	$46.29	—	—	268150109
ABG	ASBURY AUTOMOTIVE GROUP INC	956,079	$187M	—	$212.70	—	—	043436104
LPX	LOUISIANA PAC CORP	2,533,385	$184M	—	$80.40	—	—	546347105
SNPS	SYNOPSYS INC	449,220	$178M	—	$500.49	—	—	871607107
FWONK	LIBERTY MEDIA CORP	1,982,673	$169M	—	$66.28	—	—	531229755
FERG	FERGUSON ENTERPRISES INC	645,805	$151M	—	$207.51	—	—	31488V107
WK	WORKIVA INC	2,519,889	$150M	—	$76.50	—	—	98139A105
THC	TENET HEALTHCARE CORP	790,302	$149M	—	$183.84	—	—	88033G407
VVV	VALVOLINE INC	4,425,261	$149M	—	$32.22	—	—	92047W101
Z	ZILLOW GROUP INC	3,445,538	$143M	—	$60.35	—	—	98954M200
TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO	421,673	$143M	—	$337.95	—	—	874039100
SGI	SOMNIGROUP INTERNATIONAL INC	1,512,994	$112M	—	$82.83	—	—	88023U101
BABA	ALIBABA GROUP HLDG LTD	861,326	$108M	—	$88.23	—	—	01609W102
DHR	DANAHER CORP	561,234	$106M	—	$224.68	—	—	235851102
MDLN	MEDLINE INC	2,279,190	$101M	—	$43.12	—	—	58507V107
MTN	VAIL RESORTS INC	714,077	$91.63M	—	$137.87	—	—	91879Q109
MGRC	MCGRATH RENTCORP	805,829	$88.87M	—	$115.15	—	—	580589109
ATMU	ATMUS FILTRATION TECHNOLOGIES	1,281,995	$72.78M	—	$36.52	—	—	04956D107
AON	AON PLC	179,019	$57.78M	—	$336.05	—	—	G0403H108
MRSH	MARSH & MCLENNAN COS INC	320,386	$55.57M	—	$181.36	—	—	571748102
EL	LAUDER ESTEE COS INC	698,350	$50.12M	—	$111.88	—	—	518439104
FLUT	FLUTTER ENTMT PLC	483,900	$49.33M	—	$180.17	—	—	G3643J108
MDB	MONGODB INC	163,008	$39.9M	—	$262.31	—	—	60937P106
CWH	CAMPING WORLD HLDGS INC	5,832,492	$39.84M	—	$16.06	—	—	13462K109
PLAY	DAVE & BUSTERS ENTMT INC	2,346,038	$25.41M	—	$44.43	—	—	238337109
RRR	RED ROCK RESORTS INC	414,491	$22.12M	—	$40.34	—	—	75700L108
MNDY	MONDAY COM LTD	248,101	$17.15M	—	$109.41	—	—	M7S64H106
U	UNITY SOFTWARE INC	724,782	$15.9M	—	$32.68	—	—	91332U101