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EMINENCE CAPITAL, LP

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    39

  • Value ($000)

    $6,323,956

  • Date Filed
    02/17/2026
  • 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 Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AMZN

AMAZON COM INC

COM
023135106
$340.6M
5 %

1,475,615

S
SE

SEA LTD

SPONSORED ADS
81141R100
$336.99M
5 %

2,641,640

L
LPX

LOUISIANA PAC CORP

COM
546347105
$326.93M
5 %

4,048,136

W
WK

WORKIVA INC

COM CL A
98139A105
$319.66M
5 %

3,706,152

C
CPNG

COUPANG INC

CL A
22266T109
$298.27M
5 %

12,644,042

D
DKNG

DRAFTKINGS INC

COM CL A
26142V105
$290.39M
5 %

8,426,755

G
GTLB

GITLAB INC

CLASS A COM
37637K108
$289.06M
5 %

7,702,226

C
CRM

SALESFORCE INC

COM
79466L302
$276.17M
4 %

1,042,521

P
PFGC

PERFORMANCE FOOD GROUP CO

COM
71377A103
$238.05M
4 %

2,647,353

J
JEF

JEFFERIES FINL GROUP INC

COM
47233W109
$236.27M
4 %

3,812,615

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