Eminence Capital Lp (1107310) Portfolio


Number of Companies: 42
Inflow: $876,571 K
Outflow: $-1,776,344 K
Net Flow: $-899,772 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
181 1 Lennar Corp-A (LEN) Homebuilders 3,034,630 New Holding 3,034,630 $48.36 $146,754 $146,754
2983 10 Humana Inc (HUM) Managed Care 771,078 New Holding 771,078 $182.94 $141,068 $141,068
2883 24 Linkedin Corp - A (LNKD) Internet Media 1,198,734 Added More 845,142 $114.34 $96,641 $137,075
2614 12 Autonation Inc (AN) Automotive Retailers 3,632,389 Added More 2,067,397 $46.68 $96,506 $169,559
151 1 Zebra Technologies Corp-Cl A (ZBRA) Office Electronics 1,332,889 New Holding 1,332,889 $69.00 $91,969 $91,969
2972 22 Coca-Cola Enterprises (CCE) Beverages 3,225,478 Added More 1,422,766 $50.74 $72,191 $163,660
2117 16 Ralph Lauren Corp (RL) Apparel Footwear And Acc Design 607,234 New Holding 607,234 $96.26 $58,452 $58,452
2344 71 Take-Two Interactive Softwre (TTWO) Application Software 4,823,205 Added More 1,143,050 $37.66 $43,058 $181,690
107 3 Pandora Media Inc (P) Internet Media 14,332,213 Added More 3,597,770 $8.95 $32,200 $128,273
689 5 Berry Plastics Group Inc (BERY) Containers And Packaging 1,269,916 Added More 733,494 $36.15 $26,515 $45,907
35 1 Lions Gate Entertainment Cor (LGF) Entertainment Content 1,026,575 Added More 702,702 $21.85 $15,354 $22,430
629 7 Baidu Inc (BIDU) Internet Media 1,727,567 Added More 64,541 $190.88 $12,319 $329,757
307 6 Viasat Inc (VSAT) Communications Equipment 142,137 New Holding 142,137 $73.48 $10,444 $10,444
204 7 Ambarella Inc (AMBA) Semiconductor Devices 631,114 Added More 210,614 $44.70 $9,414 $28,210
2110 6 Kar Auction Services Inc (KAR) Other Commercial Services 3,620,747 Added More 246,008 $38.13 $9,382 $138,095
2837 2 Carnival Corp (CCL) Cruise Lines 3,216,038 Added More 135,446 $52.77 $7,147 $169,710
2870 14 Monsanto Co (MON) Agricultural Chemicals 1,695,431 Added More 46,653 $87.73 $4,093 $148,757
2524 255 Webster Financial Corp (WBS) Banks 3,392,359 Added More 85,151 $35.90 $3,056 $121,785
2008 25 World Wrestling Entertain-A (WWE) Publishing And Broadcasting 3,387,248 No Change 0 $17.66 $0 $59,818
2700 81 Autodesk Inc (ADSK) Application Software 13,055,197 Sold Some -24,016 $58.31 $-1,400 $761,248
2696 14 Copart Inc (CPRT) Automotive Retailers 0 Sold All -127,968 $40.77 $-5,217 $0
89 1 Wynn Resorts Ltd (WYNN) Casinos And Gaming 712,466 Sold Some -73,674 $93.43 $-6,883 $66,565
2 1 Yahoo Inc (YHOO) Internet Media 7,098,017 Sold Some -210,000 $36.81 $-7,730 $261,278
2553 27 Interxion Holding Nv (INXN) Infrastructure Software 5,103,523 Sold Some -252,996 $34.58 $-8,748 $176,479
2631 13 Group 1 Automotive Inc (GPI) Automotive Retailers 1,971,552 Sold Some -217,971 $58.68 $-12,792 $115,710
2260 48 Tim Participacoes Sa (TSU) Telecom Carriers 330,000 Sold Some -1,671,950 $11.06 $-18,491 $3,649
228 2 Microstrategy Inc-Cl A (MSTR) Infrastructure Software 741,377 Sold Some -169,113 $179.72 $-30,392 $133,240
2517 36 Genpact Ltd (G) It Services 4,813,438 Sold Some -1,176,186 $27.19 $-31,980 $130,877
2574 11 Asbury Automotive Group (ABG) Automotive Retailers 1,851,105 Sold Some -542,818 $59.84 $-32,482 $110,770
2118 64 Zynga Inc - Cl A (ZNGA) Application Software 55,239,275 Sold Some -20,921,521 $2.28 $-47,701 $125,945
2522 17 Diageo Plc (DEO) Beverages 0 Sold All -465,470 $107.87 $-50,210 $0
2346 10 Sonic Automotive Inc-Class A (SAH) Automotive Retailers 0 Sold All -3,188,831 $18.48 $-58,929 $0
2445 21 Yelp Inc (YELP) Internet Media 0 Sold All -3,623,683 $19.87 $-72,038 $0
2904 10 Ebay Inc (EBAY) Ecommerce Discretionary 0 Sold All -3,264,680 $23.86 $-77,895 $0
3028 34 Thermo Fisher Scientific Inc (TMO) Life Science Equipment 0 Sold All -699,225 $141.58 $-99,003 $0
2795 12 Gnc Holdings Inc-Cl A (GNC) Other Spec Retail Discr 0 Sold All -3,302,523 $31.75 $-104,855 $0
2966 39 Jm Smucker Cothe (SJM) Packaged Food 178,358 Sold Some -828,880 $129.83 $-107,621 $23,158
2810 85 Activision Blizzard Inc (ATVI) Application Software 0 Sold All -3,189,121 $33.84 $-107,919 $0
2815 16 Tripadvisor Inc (TRIP) Internet Based Services 265,295 Sold Some -2,439,036 $66.50 $-162,195 $17,642
2938 11 Starwood Hotels And Resorts (HOT) Lodging 0 Sold All -2,341,837 $83.43 $-195,379 $0
3004 37 Yum Brands Inc (YUM) Restaurants 0 Sold All -2,689,036 $81.84 $-220,097 $0
3036 50 American International Group (AIG) P And C Insurance 0 Sold All -5,853,400 $54.04 $-316,376 $0