EMINENCE CAPITAL, LP

Position in VVV — Valvoline Inc

CIK 1107310 NEW YORK, NY

Position in VVV

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

Position Value

$149,042,790

+$26,633,556 QoQ

Shares Held

4,425,261

+5.1% QoQ

Ownership

3.47%

of shares outstanding

% of Portfolio

3.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

5 quarters on record

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

Consumer Cyclical · as of Mar 31, 2026

EMINENCE CAPITAL, LP holds $375,706,107 across 3 Auto & Truck Dealerships names. VVV ranks #2 (39.7% of the industry book) .

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

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$149,042,790	4,425,261	+5.1%	Shares	Sole	2026-05-15
2025-12-31	$122,409,234	4,212,293	+27.4%	Shares	Sole	2026-02-17
2020-12-31	$76,492,185	3,305,626	+17.2%	Shares	Sole	2021-02-16
2020-09-30	$53,693,199	2,820,021	-20.4%	Shares	Sole	2020-11-16
2020-06-30	$68,520,790	3,544,790	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.