Eminence Capital LP

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Ashland Inc.
ASH
$319.9M6.553.29M-6.56%-$22.44M5.87
Dave & Buster's Entertainment, Inc.
PLAY
$139.37M5.522.23M-30.24%-$60.42M2.56
Melco Resorts & Entertainment Limited
MLCO
$110.66M3.5115.35M+32.77%+$27.31M2.03
Louisiana-Pacific Corporation
LPX
$177.03M2.942.11M+2.57%+$4.43M3.25
Camping World Holdings, Inc.
CWH
$67.29M2.862.42M+69.43%+$27.58M1.23
Smartsheet Inc.
SMAR
$149.86M2.833.89M+22.66%+$27.68M2.75
Graphic Packaging Holding Company
GPK
$247.07M2.768.47M+6.34%+$14.73M4.53
Berry Global Group, Inc.
BERY
$134.37M1.942.22M+295.22%+$100.37M2.47
SentinelOne, Inc.
S
$128.6M1.775.52M+1.51%+$1.92M2.36
Asbury Automotive Group, Inc.
ABG
$83.06M1.75352,296+7.38%+$5.71M1.52
Sensata Technologies Holding plc
ST
$95.41M1.722.6M+108.51%+$49.65M1.75
Red Rock Resorts, Inc.
RRR
$94.43M1.51.58M-33.49%-$47.55M1.73
Performance Food Group Company
PFGC
$166.76M1.442.23M+12%+$17.87M3.06
Zillow Group, Inc.
Z
$159.45M1.383.27M+109.98%+$83.51M2.92
Group 1 Automotive, Inc.
GPI
$45M1.14153,972-6.5%-$3.13M0.83
Signet Jewelers Limited
SIG
$49.32M1.1492,840-35.1%-$26.68M0.91
Okta, Inc.
OKTA
$176.18M1.011.68M-11.86%-$23.71M3.23
LPL Financial Holdings Inc.
LPLA
$194.42M0.99735,866-7.99%-$16.88M3.57
CF Industries Holdings, Inc.
CF
$148.73M0.981.79M-6.55%-$10.42M2.73
monday.com Ltd.
MNDY
$104.89M0.95464,368New+$104.89M1.92
Camden Property Trust
CPT
$90.43M0.86919,039+387.02%+$71.86M1.66
Tempur Sealy International, Inc.
TPX
$79.08M0.81.39M-19.98%-$19.75M1.45
Crown Holdings, Inc.
CCK
$74.54M0.78940,498-6.56%-$5.24M1.37
Pinterest, Inc.
PINS
$152.84M0.654.41M+6.57%+$9.42M2.8
Corteva, Inc.
CTVA
$255.47M0.644.43M+16.69%+$36.53M4.69
AutoNation, Inc.
AN
$40.54M0.61244,818-6.54%-$2.84M0.74
Sea Limited
SE
$167.26M0.543.11M+107.73%+$86.74M3.07
Formula One Group
FWONK
$176.61M0.412.69M+5.62%+$9.4M3.24
Wix.com Ltd.
WIX
$31.33M0.41227,895-6.56%-$2.2M0.58
Discover Financial Services
DFS
$120.22M0.37917,048-6.57%-$8.46M2.21
CBRE Group, Inc.
CBRE
$103.54M0.351.06M+9.43%+$8.92M1.9
Jacobs Engineering Group Inc.
J
$50.23M0.26326,757New+$50.23M0.92
TKO Group Holdings, Inc.
TKO
$32.86M0.22380,267New+$32.86M0.6
Ferguson plc
FERG
$91.83M0.21420,411-6.57%-$6.45M1.68
Lennar Corporation
LEN
$98.38M0.21572,052-6.57%-$6.92M1.8
GoDaddy Inc.
GDDY
$24.55M0.15206,830-6.55%-$1.72M0.45
US Foods Holding Corp.
USFD
$14.13M0.11261,899New+$14.13M0.26
Elevance Health Inc.
ELV
$123.79M0.1238,724+43.9%+$37.76M2.27
AvalonBay Communities, Inc.
AVB
$24.38M0.09131,392New+$24.38M0.45
Air Products and Chemicals, Inc.
APD
$47.83M0.09197,416New+$47.83M0.88
The Progressive Corporation
PGR
$85.01M0.07411,011-6.56%-$5.96M1.56
Alibaba Group Holding Limited
BABA
$121.56M0.071.68M+10.55%+$11.6M2.23
Uber Technologies, Inc.
UBER
$90.05M0.061.17M-50.96%-$93.58M1.65
Salesforce, Inc.
CRM
$156.82M0.05520,695+6.39%+$9.43M2.88
KKR & Co. Inc.
KKR
$37.22M0.04370,024-58.51%-$52.49M0.68
American International Group, Inc.
AIG
$20.62M0.04263,754New+$20.62M0.38
The Sherwin-Williams Company
SHW
$30.92M0.0489,024-43.38%-$23.69M0.57
Advanced Micro Devices, Inc.
AMD
$70.86M0.02392,582-44.82%-$57.56M1.3
Amazon.com, Inc.
AMZN
$162.07M0.01898,479+14.76%+$20.84M2.97
AdvisorShares Pure US Cannabis ETF
MSOS
$60.1M<0.016M-7.57%-$4.92M1.1