EMINENCE CAPITAL, LP is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $6.3B in reported equity holdings across 39 positions. The largest holdings are AMZN (5.4%), SE (5.3%), LPX (5.2%), WK (5.1%), CPNG (4.7%). The portfolio is concentrated in Other (90.2%), Healthcare (2.7%), Financial Services (2.5%). Data sourced from SEC EDGAR 13F filings (CIK 1107310).

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