EMINENCE CAPITAL, LP - Portfolio Stock Holdings

EMINENCE CAPITAL, LP disclosed 47 stock positions in a recent SEC 13F filing. $4,337,268,728 of stock holdings were filed, with the largest holdings including SE, PFGC, and AMZN. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $9,803,287,917 and has 51 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.