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Eminence Capital Enters Danaher (DHR), ForeScout (FSCT), Norwegian Cruise, Pegasystems (PEGA) (more...) -13F

November 14, 2018 5:17 PM EST

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Eminence Capital released its 13F for the quarter ended Sept. 30. 2018. Below is a summary:

New Stakes
Danaher Corp. (NYSE: DHR) new 1,067,000 share position
ForeScout Technologies, Inc. (NASDAQ: FSCT) new 1,604,755 share position
Norwegian Cruise (NYSE: NCLH) new 3,117,321 share position
Pegasystems, Inc. (NASDAQ: PEGA) new 1,543,620 share position

Raised Stakes
BERRY PLASTICS GROUP, Inc. (NYSE: BERY) raised from 4,169,107 shares to 4,789,276 shares
CBRE Group (NYSE: CBG) raised from 1,949,174 shares to 2,080,720 shares
CF Industries Holdings Inc (NYSE: CF) raised from 3,737,276 shares to 3,940,573 shares
Electronic Arts (NASDAQ: EA) raised from 863,298 shares to 1,012,172 shares
Equifax Inc. (NYSE: EFX) raised from 1,215,115 shares to 1,276,718 shares
Equinix, Inc. (NASDAQ: EQIX) raised from 44,538 shares to 47,333 shares
HILTON WORLDWIDE HOLDINGS, Inc. (NYSE: HLT) raised from 1,157,000 shares to 2,247,635 shares
IMPERVA, Inc. (NASDAQ: IMPV) raised from 2,735,288 shares to 3,142,642 shares
IntercontinentalExchange Inc. (NYSE: ICE) raised from 4,566,228 shares to 4,851,190 shares
INTERXION HOLDING N.V. (NYSE: INXN) raised from 2,634,153 shares to 2,782,441 shares
Lennar Corp. (NYSE: LEN) raised from 165,762 shares to 8,584,926 shares
Lennar Corp. (NYSE: LEN) raised from 165,762 shares to 169,477 shares
LIBERTY GLOBAL -A- (NASDAQ: LBTYA) raised from 1,057,878 shares to 1,128,953 shares
Microsoft Corp. (NASDAQ: MSFT) raised from 1,644,961 shares to 1,739,318 shares
PayPal (NASDAQ: PYPL) raised from 431,483 shares to 460,430 shares
Restaurant Brands (NYSE: QSR) raised from 1,643,770 shares to 2,248,354 shares
Symantec Corp. (NASDAQ: SYMC) raised from 5,093,081 shares to 5,293,053 shares
Take-Two Interactive Softwar (NASDAQ: TTWO) raised from 957,521 shares to 1,021,778 shares
Advanced Energy Concepts, Inc. (NYSE: VER) raised from 13,297,000 shares to 15,050,000 shares
Vulcan Materials (NYSE: VMC) raised from 2,621,340 shares to 3,045,861 shares
WENDY'S (NASDAQ: WEN) raised from 6,949,401 shares to 12,080,169 shares

Lowered Stakes
GOOGLE-C (NASDAQ: GOOG) lowered from 182,975 shares to 145,072 shares
ASBURY AUTO GROUP AB ADS (NYSE: ABG) lowered from 1,879,711 shares to 923,922 shares
Beacon Roofing Supply, Inc. (NASDAQ: BECN) lowered from 1,327,353 shares to 833,140 shares
CORNERSTN ONDEM (NASDAQ: CSOD) lowered from 4,860,401 shares to 2,557,231 shares
CyberArk Software (NASDAQ: CYBR) lowered from 2,401,655 shares to 846,540 shares
ELLIE MAE, Inc. (NYSE: ELLI) lowered from 3,289,339 shares to 2,051,885 shares
GROUP 1 AUTOMOTIVE, Inc. (NYSE: GPI) lowered from 1,947,488 shares to 1,506,057 shares
J. Alexanders Corp. (NYSE: JAX) lowered from 1,311,606 shares to 1,131,976 shares
MicroStrategy, Inc. (NASDAQ: MSTR) lowered from 766,461 shares to 409,962 shares
PANDORA MEDIA, Inc. (NYSE: P) lowered from 12,890,968 shares to 5,555,556 shares
PTC (NASDAQ: PTC) lowered from 1,379,953 shares to 209,947 shares
US Foods (NYSE: USFD) lowered from 8,631,256 shares to 8,113,946 shares

Liquidated Stakes
Autodesk Inc (NASDAQ: ADSK) liquidated
CorePoint Lodging (NYSE: CPLG) liquidated
Ctrip.com International, Ltd. (NASDAQ: CTRP) liquidated
Facebook (NASDAQ: FB) liquidated
Hain Celestial Group, Inc. (NASDAQ: HAIN) liquidated
Kraft Heinz (NASDAQ: KHC) (CALL) liquidated
MGM RESORTS INTERNATIONAL (NYSE: MGM) liquidated
Mohawk Industries (NYSE: MHK) liquidated
SPECTRUM BRANDS HOLDINGS INC. NEW (NYSE: SPB) liquidated
YELP, Inc. (NYSE: YELP) liquidated

Maintained Stakes



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Eminence Capital