EMINENCE CAPITAL, LP

Q3 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    46

  • Value ($000)

    $8,248,335

  • Date Filed
    11/14/2025
  • Form type
    13F-HR
  • CIK
    0001107310
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TRUST

TR UNIT
78462F103
$1.38 B
17 %

2,065,000

put
AMZN
AMZN

AMAZON COM INC

COM
023135106
$340.09 M
4 %

1,548,896

GTLB
GTLB

GITLAB INC

CLASS A COM
37637K108
$324.92 M
4 %

7,207,729

WK
WK

WORKIVA INC

COM CL A
98139A105
$320.52 M
4 %

3,723,546

CPNG
CPNG

COUPANG INC

CL A
22266T109
$303.79 M
4 %

9,434,385

ATMU
ATMU

ATMUS FILTRATION TECHNOLOGIES INC

COM
04956D107
$294.10 M
4 %

6,522,404

LPX
LPX

LOUISIANA PAC CORP

COM
546347105
$276.82 M
3 %

3,115,959

SE
SE

SEA LTD

SPONSORED ADS
81141R100
$264.31 M
3 %

1,478,815

AMD
AMD

ADVANCED MICRO DEVICES INC

COM
007903107
$241.64 M
3 %

1,493,555

AWG
AWG

ASBURY AUTOMOTIVE GROUP INC

COM
043436104
$237.70 M
3 %

972,405

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