EMINENCE CAPITAL, LP's most recent trades

Institution

Director, See Remarks

COMPANY

NET TOTAL

9.41%

ASHLAND GLOBAL HLDGS INC

4,083,978

$420,854,000.00

6.24%

NEW RELIC INC

5,579,236

$279,241,000.00

5.87%

Other

5,561,219

$262,754,000.00

3.63%

WILLSCOT MOBIL MINI HLDNG CO

5,004,235

$162,237,000.00

2.93%

LIBERTY MEDIA CORP DEL

2,063,015

$130,940,000.00

2.85%

BERRY GLOBAL GROUP INC

2,332,796

$127,464,000.00

2.75%

ZILLOW GROUP INC

3,878,808

$123,152,000.00

2.72%

SALESFORCE INC

737,794

$121,766,000.00

2.69%

E2OPEN PARENT HOLDINGS INC

15,461,391

$120,290,000.00

2.65%

LIVANOVA PLC

1,898,932

$118,626,000.00

2.58%

CORTEVA INC

2,131,187

$115,382,000.00

2.51%

CATALENT INC

1,047,329

$112,368,000.00

2.50%

UBER TECHNOLOGIES INC

5,477,048

$112,060,000.00

2.41%

CENTENE CORP DEL

1,273,347

$107,738,000.00

2.40%

LENNAR CORP

1,523,182

$107,491,000.00

2.38%

MORGAN STANLEY

1,402,813

$106,698,000.00

2.36%

WIX COM LTD

1,612,396

$105,693,000.00

2.34%

ELECTRONIC ARTS INC

861,685

$104,824,000.00

2.29%

AMAZON COM INC

963,501

$102,333,000.00

2.22%

NICE LTD

515,253

$99,160,000.00

2.17%

EXACT SCIENCES CORP

2,469,746

$97,283,000.00

2.13%

TEMPUR SEALY INTL INC

4,454,080

$95,184,000.00

2.04%

VERTIV HOLDINGS CO

11,115,746

$91,371,000.00

2.04%

CHANGE HEALTHCARE INC

3,954,499

$91,191,000.00

1.97%

GRAPHIC PACKAGING HLDG CO

4,303,698

$88,226,000.00

1.78%

SS&C TECHNOLOGIES HLDGS INC

1,368,272

$79,456,000.00

1.72%

PERFORMANCE FOOD GROUP CO

1,670,170

$76,794,000.00

1.71%

SPECTRUM BRANDS HLDGS INC NE

932,232

$76,462,000.00

1.66%

PINTEREST INC

4,096,116

$74,385,000.00

1.63%

IAA INC

2,231,877

$73,139,000.00

1.62%

EXPEDIA GROUP INC

763,790

$72,430,000.00

1.61%

ASBURY AUTOMOTIVE GROUP INC

425,097

$71,986,000.00

1.59%

GODADDY INC

1,025,398

$71,327,000.00

1.53%

RED ROCK RESORTS INC

2,054,726

$68,546,000.00

1.49%

MELCO RESORTS AND ENTMNT LTD

11,561,635

$66,479,000.00

1.36%

COUPA SOFTWARE INC

1,065,279

$60,827,000.00

1.35%

CF INDS HLDGS INC

705,252

$60,461,000.00

1.33%

OAK STR HEALTH INC

3,615,541

$59,439,000.00

1.32%

PEGASYSTEMS INC

1,237,926

$59,222,000.00

1.12%

GROUP 1 AUTOMOTIVE INC

296,405

$50,330,000.00

1.10%

FIDELITY NATL INFORMATION SV

534,878

$49,032,000.00