Eminence Capital 13F holdings, Q4 1999
Holdings as of December 31, 1999 · filings on SEC EDGAR · latest filing →
Eminence Capital disclosed 36 US equity positions worth $186.7m in its Q4 1999 13F filing. The largest position was AD at 8.1% of the reported book, followed by DAISYTEK INTERNATIONAL CORP and PIERCE LEAHY CORP.
What did Eminence Capital own in Q4 1999? Top 36 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AD UNITED STATES CELLULAR CORP | Communication Services | 8.1% | $15.2m | 150,442 | – | |
| 2 | DAISYTEK INTERNATIONAL CORP | 8.1% | $15.1m | 645,900 | – | ||
| 3 | PIERCE LEAHY CORP | 8.1% | $15.0m | 347,590 | – | ||
| 4 | POLO RALPH LAUREN CORP | 7.1% | $13.2m | 775,000 | – | ||
| 5 | LNR PROPERTY CORP | 6.8% | $12.7m | 640,500 | – | ||
| 6 | PAYLESS SHOESOURCE INC | 6.5% | $12.2m | 260,000 | – | ||
| 7 | SUIZA FOODS CORPORATION | 5.1% | $9.5m | 240,000 | – | ||
| 8 | STARWOOD HOTELS & RESORTS | 5.0% | $9.4m | 400,000 | – | ||
| 9 | UNITED STATIONERS INC | 4.6% | $8.6m | 302,500 | – | ||
| 10 | HUSSMAN INTERNATIONAL INC | 3.7% | $6.9m | 457,300 | – | ||
| 11 | INTERMEDIA COMMUNICATIONS OF | 3.6% | $6.8m | 175,000 | – | ||
| 12 | HILTON HOTELS CORP | 3.3% | $6.1m | 640,000 | – | ||
| 13 | AMFM INC | 3.1% | $5.9m | 75,000 | – | ||
| 14 | CENTENNIAL CELLULAR CORP-CL A | 3.1% | $5.8m | 70,000 | – | ||
| 15 | FINLAY ENTERPRISES INC | 3.1% | $5.8m | 397,500 | – | ||
| 16 | GALILEO INTERNATIONAL INC | 3.0% | $5.7m | 190,000 | – | ||
| 17 | MIRAGE RESORTS INC | 2.9% | $5.5m | 364,000 | – | ||
| 18 | STEINER LEISURE LTD | 2.9% | $5.4m | 325,000 | – | ||
| 19 | JONES APPAREL GROUP INC | 2.0% | $3.8m | 140,000 | – | ||
| 20 | TOL TOLL BROTHERS INC | Consumer Cyclical | 1.3% | $2.4m | 130,000 | – | |
| 21 | KAUFMAN & BROAD HOME CORP | 1.3% | $2.3m | 97,000 | – | ||
| 22 | LEN LENNAR CORP | Consumer Cyclical | 1.2% | $2.3m | 140,000 | – | |
| 23 | PRIME HOSPITALITY CORP | 1.0% | $1.9m | 215,000 | – | ||
| 24 | ANDREW CORP | 0.8% | $1.4m | 76,450 | – | ||
| 25 | YORK INTERNATIONAL CORP NEW | 0.7% | $1.2m | 45,000 | – | ||
| 26 | BINDLREY WESTERN INDUSTRY INC | 0.5% | $895.0k | 59,425 | – | ||
| 27 | ***GLOBAL TECH APPLIANCES INC | 0.4% | $727.0k | 105,704 | – | ||
| 28 | XEROX CORP | 0.4% | $681.0k | 30,000 | – | ||
| 29 | SUPERIOR CONSULTANT HLDGS CORP | 0.3% | $577.0k | 40,484 | – | ||
| 30 | FIX COMFORT SYSTEMS USA INC | Industrials | 0.3% | $564.0k | 76,450 | – | |
| 31 | KROLL O GARA CO (THE) | 0.3% | $536.0k | 32,500 | – | ||
| 32 | FINISH LINE INC-CL A | 0.3% | $517.0k | 95,000 | – | ||
| 33 | US ONCOLOGY INC | 0.3% | $494.0k | 100,000 | – | ||
| 34 | HEALTHWORLD CORP | 0.3% | $491.0k | 23,672 | – | ||
| 35 | STEWART ENTERPRISES INC-CL A | 0.3% | $484.0k | 101,933 | – | ||
| 36 | SYLVAN LEARNING SYSTEMS INC | 0.2% | $431.0k | 33,128 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.