Position in SE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$336,677,718
-$316,296 QoQ
Shares Held
4,065,665
+53.9% QoQ
Ownership
0.664%
of shares outstanding
% of Portfolio
8.31%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SE Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Mar 31, 2026EMINENCE CAPITAL, LP holds $1,059,101,964 across 4 Internet Retail names. SE ranks #1 (31.8% of the industry book) .
All Filings in SE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,677,718 | 4,065,665 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $336,994,014 | 2,641,640 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $264,308,604 | 1,478,815 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $247,666,130 | 1,548,494 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $330,950,042 | 2,536,210 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $429,711,684 | 4,050,063 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $402,168,687 | 4,265,684 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $322,992,736 | 4,522,441 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $167,259,761 | 3,114,127 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,714,036 | 1,499,112 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||