EMINENCE CAPITAL, LP
Top Portfolio Positions
33 positions ·
$5,456,250,415 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,475,615 | $340,601,454 | 6.24% |
| SE |
Sea Ltd
Consumer Cyclical
|
2,641,640 | $336,994,014 | 6.18% |
| LPX |
Louisiana-Pacific Corp
Industrials
|
4,048,136 | $326,927,463 | 5.99% |
| WK |
Workiva Inc
Technology
|
3,706,152 | $319,655,610 | 5.86% |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
12,644,042 | $298,272,950 | 5.47% |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
8,426,755 | $290,385,977 | 5.32% |
| GTLB |
Gitlab Inc.
Technology
|
7,702,226 | $289,064,541 | 5.30% |
| CRM |
Salesforce, Inc.
Technology
|
1,042,521 | $276,174,238 | 5.06% |
| PFGC |
Performance Food Group Co
Consumer Defensive
|
2,647,353 | $238,049,981 | 4.36% |
| JEF |
Jefferies Financial Group Inc.
Financial Services
|
3,812,615 | $236,267,751 | 4.33% |
Portfolio Trend
Holdings in WK
Export CSVShares Held
Position Value (USD)
4 of 4 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $319,655,610 | 3,706,152 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $320,522,839 | 3,723,546 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $181,171,269 | 2,646,768 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $64,903,050 | 855,000 | Shares | Sole | 2025-05-15 | |
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