Eminence Capital, LP Purchases and Sells in Q3 2024

Eminence Capital, LP

$6.62 Billion
Q3 2024

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LPLA	409K + 61.09%	$193.0 - $282.1 $78.9M - $115M	1.08M $251M
BABA	13.3K + 0.73%	$72.18 - $107.33 $963K - $1.43M	1.84M $196M
ABG	182K + 36.49%	$212.93 - $269.22 $38.7M - $49M	680K $162M
BERY	272K + 10.02%	$58.01 - $69.08 $15.8M - $18.8M	2.99M $203M
COF	215K + 23.31%	$131.42 - $153.05 $28.2M - $32.8M	1.14M $170M
PFGC	101K + 4.22%	$61.6 - $78.75 $6.23M - $7.97M	2.5M $196M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CRL	1M New	$187.96 - $245.29 $189M - $246M	1M $198M
GTLB	2.91M New	$40.84 - $56.2 $119M - $164M	2.91M $150M
PRMW	4.02M New	$20.4 - $25.47 $82M - $102M	4.02M $101M
ATMUS FILTRATION TECHNOLOGIE	2.56M New	N/A	2.56M $0
CANADIAN PACIFIC KANSAS CITY	303K New	N/A	303K $0
FERGUSON ENTERPRISES INC	296K New	N/A	296K $0

Top Sells

Reduced Positions

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MLCO	-11.2M - 63.81%	$5.05 - $7.79 $56.4M - $87M	6.33M $49.3M
ASH	-507K - 16.07%	$81.74 - $97.42 $41.4M - $49.4M	2.65M $230M
PGR	-274K - 71.55%	$209.46 - $259.24 $57.3M - $70.9M	109K $27.6M
CRM	-192K - 35.22%	$238.42 - $276.53 $45.7M - $53M	353K $96.6M
CBRE	-691K - 45.54%	$85.97 - $124.48 $59.4M - $86.1M	827K $103M
MNDY	-168K - 35.79%	$202.41 - $281.64 $34.1M - $47.4M	302K $84M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	890K New	$517.38 - $573.86 $460M - $511M	890K $511M

Activity Summary All Purchases 26 New Holdings 7 Increased Positions 19 All Sells 23 Reductions 23 Sold out 0 Calls 0 Puts 1

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