Eminence Capital Boosts Zynga (ZNGA), Anthem (ANTM) Stakes in Q2; Sold Wynn (WYNN), Carnival (CCL) - 13F

August 15, 2016 4:58 PM EDT

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Eminence Capital filed a 13F for Q2 today.

Fund took new Constellation Brands and Dollar Tree stakes, and boosted Zynga and Anthem positions.

The fund also sold out of Wynn Resorts and Carnival Corp.

New Stakes
Delphi Automotive (NYSE: DLPH) new 444,682 share position
Collective Brands, Inc. (NYSE: PSS) new 373,515 share position
Dollar Tree (NASDAQ: DLTR) new 577,464 share position
Morgan Stanley (NYSE: MS) new 1,770,890 share position
S&P Global (NYSE: SPGI) new 1,615,267 share position
US Foods (NYSE: USFD) new 5,017,504 share position
WENDY'S (NASDAQ: WEN) new 5,806,056 share position

Raised Stakes
Anthem (NYSE: ANTM) raised from 351,877 shares to 654,203 shares
Autodesk Inc (NASDAQ: ADSK) raised from 13,055,197 shares to 13,194,968 shares
BERRY PLASTICS GROUP, Inc. (NYSE: BERY) raised from 1,269,916 shares to 1,413,957 shares
Coca-Cola Enterprises (NYSE: CCE) raised from 3,225,478 shares to 3,244,917 shares
Fossil, Inc. (NASDAQ: FOSL) raised from 1,783,838 shares to 2,136,408 shares
Humana Inc. (NYSE: HUM) raised from 771,078 shares to 794,456 shares
IntercontinentalExchange Inc. (NYSE: ICE) raised from 699,897 shares to 862,499 shares
Lennar Corp. (NYSE: LEN) raised from 3,034,630 shares to 3,365,856 shares
Monsanto Company (NYSE: MON) raised from 1,695,431 shares to 1,897,730 shares
Tailored Brands (NYSE: TLRD) raised from 6,143,005 shares to 6,143,578 shares
Viasat, Inc. (NASDAQ: VSAT) raised from 142,137 shares to 188,628 shares
ZYNGA-A (NASDAQ: ZNGA) raised from 55,239,275 shares to 55,589,375 shares

Lowered Stakes
AMBARELLA (NASDAQ: AMBA) lowered from 631,114 shares to 223,105 shares
ARRIS GROUP (NASDAQ: ARRS) lowered from 8,046,816 shares to 6,771,294 shares
ASBURY AUTO GROUP AB ADS (NYSE: ABG) lowered from 1,851,105 shares to 1,815,686 shares
AutoNation Inc (NYSE: AN) lowered from 3,632,389 shares to 3,350,596 shares
Baidu.com SP ADR (NASDAQ: BIDU) lowered from 1,727,567 shares to 1,326,650 shares
CALATLANTIC GROUP (NYSE: CAA) lowered from 5,933,598 shares to 5,838,050 shares
FIDELITY NATIONAL FINANCIAL, INC. CLASS A COMMON STOCK (NYSE: FNF) lowered from 6,433,028 shares to 6,056,690 shares
FOREST CITY ENTERPRISES (NYSE: FCE-A) lowered from 5,963,299 shares to 5,955,584 shares
GENPACT LIMITED (NYSE: G) lowered from 4,813,438 shares to 4,548,781 shares
GROUP 1 AUTOMOTIVE, Inc. (NYSE: GPI) lowered from 1,971,552 shares to 1,787,673 shares
INTERXION HOLDING N.V. (NYSE: INXN) lowered from 5,103,523 shares to 4,527,479 shares
J. Alexanders Corp. (NYSE: JAX) lowered from 1,298,228 shares to 1,267,702 shares
KAR AUCTION SERVICES, Inc. (NYSE: KAR) lowered from 3,620,747 shares to 3,054,374 shares
LA QUINTA HOLDINGS, Inc. (NYSE: LQ) lowered from 9,556,372 shares to 8,898,425 shares
LINKEDIN CORPORATION (NYSE: LNKD) lowered from 1,198,734 shares to 36,016 shares
LIONS GATE ENTERTAINMENT (NYSE: LGF) lowered from 1,026,575 shares to 681,566 shares
MicroStrategy, Inc. (NASDAQ: MSTR) lowered from 741,377 shares to 718,142 shares
PANDORA MEDIA, Inc. (NYSE: P) lowered from 14,332,213 shares to 11,789,491 shares
PTC (NASDAQ: PTC) lowered from 3,098,982 shares to 2,922,601 shares
Smucker (J.M.) (NYSE: SJM) lowered from 178,358 shares to 69,445 shares
Take-Two Interactive Softwar (NASDAQ: TTWO) lowered from 4,823,205 shares to 3,801,603 shares
TripAdvisor (NASDAQ: TRIP) lowered from 265,295 shares to 250,899 shares
WAYFAIR (NYSE: W) lowered from 570,000 shares to 538,614 shares
WORLD WRESTLING ENTERTAINMENT (NYSE: WWE) lowered from 3,387,248 shares to 3,383,875 shares
Yahoo Inc. (NASDAQ: YHOO) lowered from 7,098,017 shares to 3,212,953 shares

Liquidated Stakes
Carnival Corp. (NYSE: CCL) liquidated
Citizens Financial (NYSE: CFG) liquidated
McGraw Hill Financial (NYSE: MHP) liquidated
Ralph Lauren (NYSE: RL) liquidated
Wynn Resorts Ltd (NASDAQ: WYNN) liquidated
Zebra Technologies Corporation (NASDAQ: ZBRA) liquidated

Maintained Stakes

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