Eminence Capital, LP Reduced Holdings in Q3 2024

Eminence Capital, LP

  • $6.62 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
-11.2M
- 63.81%
$5.05 - $7.79 $56.4M - $87M
6.33M $49.3M
ASH
Ashland Global Holdings Inc

Basic Materials
-507K
- 16.07%
$81.74 - $97.42 $41.4M - $49.4M
2.65M $230M
PGR
Progressive Corp

Financial Services
-274K
- 71.55%
$209.46 - $259.24 $57.3M - $70.9M
109K $27.6M
CRM
Salesforce, Inc.

Technology
-192K
- 35.22%
$238.42 - $276.53 $45.7M - $53M
353K $96.6M
CBRE
Cbre Group, Inc.

Real Estate
-691K
- 45.54%
$85.97 - $124.48 $59.4M - $86.1M
827K $103M
MNDY
Monday.Com Ltd.

Technology
-168K
- 35.79%
$202.41 - $281.64 $34.1M - $47.4M
302K $84M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-442K
- 22.65%
$49.66 - $61.24 $22M - $27.1M
1.51M $82.2M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
-58.1K
- 1.54%
$29.86 - $40.33 $1.74M - $2.34M
3.71M $126M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
-1.51M
- 21.82%
$25.27 - $30.5 $38.1M - $46M
5.41M $160M
ELV
Elevance Health, Inc.

Healthcare
-25.1K
- 9.8%
$500.12 - $562.29 $12.6M - $14.1M
231K $120M
LPX
Louisiana Pacific Corp

Industrials
-541K
- 28.74%
$80.06 - $107.45 $43.3M - $58.2M
1.34M $144M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
-482K
- 21.43%
$45.22 - $54.77 $21.8M - $26.4M
1.77M $96.5M
HDB
Hdfc Bank LTD

Financial Services
-126K
- 11.83%
$58.04 - $66.97 $7.29M - $8.41M
937K $58.6M
LEN
Lennar Corp

Consumer Cyclical
-177K
- 27.08%
$142.5 - $192.45 $25.3M - $34.2M
478K $89.6M
Caremax Inc
-929
- 0.28%
N/A
336K $0
Tko Group Holdings Inc
-161K
- 39.54%
N/A
247K $0
S
Sentinel One, Inc.

Technology
-713K
- 10.41%
$19.76 - $25.26 $14.1M - $18M
6.14M $147M
DT
Dynatrace, Inc.

Technology
-380K
- 10.74%
$40.49 - $53.47 $15.4M - $20.3M
3.16M $169M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
-499K
- 11.49%
$17.57 - $25.19 $8.77M - $12.6M
3.85M $93.1M
SMAR
Smartsheet Inc

Technology
-21.2K
- 0.5%
$42.95 - $55.46 $912K - $1.18M
4.23M $234M
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
-449K
- 10.34%
$41.77 - $67.84 $18.7M - $30.4M
3.89M $248M
SE
Sea LTD

Consumer Cyclical
-257K
- 5.68%
$59.94 - $94.83 $15.4M - $24.3M
4.27M $402M
Activity Summary
Buys All Purchases 26 New Holdings 7 Increased Positions 19 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 1
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