EMINENCE CAPITAL, LP

Position in ABG — Asbury Automotive Group Inc

CIK 1107310 NEW YORK, NY

Back to ABG Full portfolio

Position in ABG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$186,827,397

-$28,586,534 QoQ

Shares Held

956,079

+3.2% QoQ

Ownership

5.14%

of shares outstanding

% of Portfolio

4.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in ABG Over Time

Shares Held

Position Value (USD)

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Mar 31, 2026

EMINENCE CAPITAL, LP holds $375,706,107 across 3 Auto & Truck Dealerships names. ABG ranks #1 (49.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABG	Asbury Automotive Group Inc This page	956,079	$186,827,397
2	VVV	Valvoline Inc	4,425,261	$149,042,790
3	CWH	Camping World Holdings, Inc.	5,832,492	$39,835,920

All Filings in ABG

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$186,827,397	956,079	+3.2%	Shares	Sole	2026-05-15
2025-12-31	$215,413,931	926,392	-4.7%	Shares	Sole	2026-02-17
2025-09-30	$237,704,402	972,405	0.0%	Shares	Sole	2025-11-14
2025-09-30	$237,704,402	972,405	-3.0%	Shares	Sole	2025-11-14
2025-06-30	$239,055,246	1,002,160	+36.0%	Shares	Sole	2025-08-14
2025-03-31	$162,675,381	736,621	-6.5%	Shares	Sole	2025-05-15
2024-12-31	$191,452,958	787,775	+15.8%	Shares	Sole	2025-02-14
2024-09-30	$162,350,474	680,458	+36.5%	Shares	Sole	2024-11-14
2024-06-30	$113,602,765	498,542	+41.5%	Shares	Sole	2024-08-14
2024-03-31	$83,064,350	352,296	+7.4%	Shares	Sole	2024-05-15
2023-12-31	$73,811,082	328,093	+27.2%	Shares	Sole	2024-02-14
2023-09-30	$59,358,980	258,004	-7.4%	Shares	Sole	2023-11-14
2023-06-30	$66,997,360	278,668	-1.7%	Shares	Sole	2023-08-14
2023-03-31	$59,516,100	283,410	-22.9%	Shares	Sole	2023-05-15
2022-12-31	$65,883,337	367,550	-0.7%	Shares	Sole	2023-02-14
2022-09-30	$55,954,596	370,315	-12.9%	Shares	Sole	2022-11-14
2022-06-30	$71,985,925	425,097	+32.2%	Shares	Sole	2022-08-15
2022-03-31	$51,498,532	321,464	-51.3%	Shares	Sole	2022-05-16
2021-12-31	$113,969,672	659,814	+96.9%	Shares	Sole	2022-02-14
2021-09-30	$65,926,787	335,096	-4.5%	Shares	Sole	2021-11-15
2021-06-30	$60,103,914	350,726	+1.4%	Shares	Sole	2021-08-16
2021-03-31	$67,985,856	345,984	+37.3%	Shares	Sole	2021-05-17
2020-12-31	$36,732,309	252,040	+41.5%	Shares	Sole	2021-02-16
2020-09-30	$17,362,569	178,169	-61.8%	Shares	Sole	2020-11-16
2020-06-30	$36,094,782	466,763	-43.6%	Shares	Sole	2020-08-17
2020-03-31	$45,726,297	827,925	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.