Eminence Capital, LP Incresed Positions in Q4 2024

Eminence Capital, LP

  • $5.69 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ELV
Elevance Health, Inc.

Healthcare
325K
+ 140.46%
$365.96 - $514.62 $119M - $167M
556K $205M
ABG
Asbury Automotive Group Inc

Consumer Cyclical
107K
+ 15.77%
$221.83 - $266.82 $23.8M - $28.6M
788K $191M
CRM
Salesforce, Inc.

Technology
22.9K
+ 6.48%
$270.87 - $367.87 $6.19M - $8.41M
376K $126M
PFGC
Performance Food Group CO

Consumer Defensive
79.6K
+ 3.18%
$78.03 - $90.57 $6.21M - $7.21M
2.58M $218M
AMD
Advanced Micro Devices Inc

Technology
361K
+ 54.25%
$118.88 - $172.8 $43M - $62.5M
1.03M $124M
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
546K
+ 36.15%
$45.4 - $56.61 $24.8M - $30.9M
2.06M $95.1M
TPX
Tempur Sealy International, Inc.

Consumer Cyclical
115K
+ 6.49%
$47.66 - $57.86 $5.47M - $6.64M
1.88M $107M
LPX
Louisiana Pacific Corp

Industrials
103K
+ 7.67%
$98.02 - $120.27 $10.1M - $12.4M
1.45M $150M
HDB
Hdfc Bank LTD

Financial Services
60.8K
+ 6.49%
$59.45 - $68.01 $3.62M - $4.14M
998K $63.7M
LEN
Lennar Corp

Consumer Cyclical
207K
+ 43.39%
$136.2 - $188.96 $28.2M - $39.2M
685K $93.4M
Six Flags Entertainment Corp
461K
+ 51.66%
N/A
1.35M $0
Atmus Filtration Technologie
2.03M
+ 79.05%
N/A
4.59M $0
Ferguson Enterprises Inc
482K
+ 162.92%
N/A
778K $0
CPT
Camden Property Trust

Real Estate
49.3K
+ 6.43%
$112.52 - $127.03 $5.55M - $6.26M
816K $94.7M
GPK
Graphic Packaging Holding CO

Consumer Cyclical
418K
+ 7.73%
$26.79 - $30.35 $11.2M - $12.7M
5.82M $158M
S
Sentinel One, Inc.

Technology
393K
+ 6.4%
$22.05 - $28.68 $8.67M - $11.3M
6.53M $145M
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
1.4M
+ 22.15%
$5.6 - $8.48 $7.85M - $11.9M
7.74M $44.8M
ST
Sensata Technologies Holding PLC

Technology
870K
+ 25.24%
$27.12 - $36.49 $23.6M - $31.8M
4.32M $118M
CWH
Camping World Holdings, Inc.

Consumer Cyclical
265K
+ 6.89%
$20.06 - $25.14 $5.31M - $6.66M
4.11M $86.6M
PINS
Pinterest, Inc.

Communication Services
341K
+ 6.43%
$28.24 - $34.15 $9.64M - $11.7M
5.65M $164M
PLAY
Dave & Buster'S Entertainment, Inc.

Communication Services
135K
+ 3.64%
$25.49 - $42.02 $3.44M - $5.68M
3.85M $112M
ASH
Ashland Global Holdings Inc

Basic Materials
213K
+ 8.04%
$70.93 - $87.79 $15.1M - $18.7M
2.86M $204M
UBER
Uber Technologies, Inc

Technology
10.2K
+ 0.45%
$59.93 - $86.34 $612K - $882K
2.27M $137M
Activity Summary
Buys All Purchases 35 New Holdings 11 Increased Positions 24 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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