Eminence Capital, Lp
Basic Stats
Market Value
6.54B
Top 10 (%)
34.4%
Portfolio Size (Change from Prev.)
52 (2)
Avg. Holding Period
9 years
Turnover
0.4%
Industry Breakdown
Services-prepackaged Software
12.7%
Services-business Services, Nec
7.7%
Services-miscellaneous Business Services
6.6%
Retail-auto Dealers & Gasoline Stations
4.3%
Wholesale-hardware & Plumbing & Heating Equipment & Supplies
4.1%
Hotels & Motels
3.5%
Wholesale-groceries, General Line
3.3%
Hospital & Medical Service Plans
3.1%
Wholesale-chemicals & Allied Products
3.1%
Retail-catalog & Mail-order Houses
3.1%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 SE | Sea Ltd | 429.71M | 6.6% | 4.1M | -5.1% | -215.6K | 106.00 | 0.7% |
 PFGC | Performance Food Group Co | 218.09M | 3.3% | 2.6M | 3.2% | 79.6K | 85.00 | 1.7% |
 Z | Zillow Group Inc | 215.85M | 3.3% | 2.9M | -25.1% | -974.8K | 74.00 | 1.2% |
 ELV | Elevance Health Inc | 204.94M | 3.1% | 555.5K | 140.5% | 324.5K | 369.00 | 0.2% |
 ASH | Ashland Inc | 204.41M | 3.1% | 2.9M | 8.0% | 212.9K | 71.00 | 6.1% |
 AMZN | Amazon Com Inc | 204.21M | 3.1% | 930.8K | -12.8% | -136.3K | 219.00 | 0.0% |
 OKTA | Okta Inc | 202.12M | 3.1% | 2.6M | -1.5% | -38.4K | 79.00 | 1.5% |
 CF | Cf Inds Hldgs Inc | 196.67M | 3.0% | 2.3M | -6.2% | -153.0K | 85.00 | 1.3% |
 ABG | Asbury Automotive Group Inc | 191.45M | 2.9% | 787.8K | 15.8% | 107.3K | 243.00 | 4.0% |
 FWONK | Liberty Media Corp Del | 184.10M | 2.8% | 2.0M | -31.7% | -922.1K | 93.00 | 0.8% |
 LPLA | Lpl Finl Hldgs Inc | 182.40M | 2.8% | 558.6K | -48.2% | -519.5K | 327.00 | 0.7% |
 ATMU | Atmus Filtration Technologie | 179.94M | 2.8% | 4.6M | 79.0% | 2.0M | 39.00 | 5.5% |
 PINS | Pinterest Inc | 163.88M | 2.5% | 5.7M | 6.4% | 341.3K | 29.00 | 0.8% |
 COF | Capital One Finl Corp | 158.93M | 2.4% | 891.3K | -21.5% | -244.0K | 178.00 | 0.2% |
 GPK | Graphic Packaging Hldg Co | 158.20M | 2.4% | 5.8M | 7.7% | 418.0K | 27.00 | 1.9% |