Eminence Capital 13F holdings, Q2 2000
Holdings as of June 30, 2000 · filings on SEC EDGAR · latest filing →
Eminence Capital disclosed 37 US equity positions worth $193.5m in its Q2 2000 13F filing. The largest position was IRON MTN INC PA at 10.5% of the reported book, followed by SCRIPPS EW CO and LNR PPTY CORP. Against the Q1 2000 filing, it opened 12 new positions, added to 10 and reduced 4 among the top 37 holdings.
What did Eminence Capital own in Q2 2000? Top 37 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2000 |
|---|---|---|---|---|---|---|---|
| 1 | IRON MTN INC PA | 10.5% | $20.4m | 600,000 | -7% | reduced | |
| 2 | SCRIPPS EW CO | 8.3% | $16.0m | 325,000 | 30% | added | |
| 3 | LNR PPTY CORP | 7.8% | $15.1m | 775,000 | 3% | added | |
| 4 | SBC COMMUNICATIONS INC | 7.3% | $14.1m | 325,000 | 8% | added | |
| 5 | INSIGNIA FINL GROUP INC NEW | 6.2% | $12.0m | 1,204,100 | 1% | added | |
| 6 | AMFM INC | 5.0% | $9.7m | 140,000 | 0% | held | |
| 7 | AD UNITED STATES CELLULAR CORP | Communication Services | 4.9% | $9.4m | 150,000 | 50% | added |
| 8 | DAISYTEK INTL CORP | 4.9% | $9.4m | 998,800 | 18% | added | |
| 9 | DUN & BRADSTREET CORP DEL | 4.1% | $7.9m | 275,000 | 10% | added | |
| 10 | PAYLESS SHOESOURCE INC | 4.0% | $7.7m | 150,000 | -49% | reduced | |
| 11 | STEINER LEISURE LTD | 3.8% | $7.4m | 325,000 | 0% | held | |
| 12 | BELL ATLANTIC CORP | 3.4% | $6.6m | 130,000 | 0% | held | |
| 13 | OMNICARE INC | 3.2% | $6.1m | 675,000 | 69% | added | |
| 14 | LEN LENNAR CORP | Consumer Cyclical | 3.1% | $6.1m | 300,000 | 20% | added |
| 15 | BCE INC | 3.1% | $6.0m | 250,000 | – | new | |
| 16 | POLO RALPH LAUREN CORP | 2.9% | $5.7m | 400,500 | -6% | reduced | |
| 17 | 3COM CORP | 2.9% | $5.6m | 97,750 | 13% | added | |
| 18 | TOL TOLL BROTHERS INC | Consumer Cyclical | 1.7% | $3.3m | 160,000 | 0% | held |
| 19 | AT&T CORP | 1.6% | $3.2m | 100,000 | – | new | |
| 20 | HARRAHS ENTMT INC | 1.6% | $3.1m | 150,000 | – | new | |
| 21 | KAUFMAN & BROAD HOME CORP | 1.3% | $2.5m | 127,000 | 0% | held | |
| 22 | TWEETER HOME ENTMT GROUP INC | 1.3% | $2.4m | 80,000 | – | new | |
| 23 | PRIME HOSPITALITY CORP | 1.0% | $2.0m | 215,000 | 0% | held | |
| 24 | UNITED STATIONERS INC | 0.9% | $1.7m | 52,500 | -74% | reduced | |
| 25 | ACT MFG INC | 0.6% | $1.2m | 25,000 | – | new | |
| 26 | PRE PAID LEGAL SVCS INC | 0.5% | $1.0m | 35,000 | 0% | held | |
| 27 | JAKKS PAC INC | 0.5% | $959.0k | 65,000 | – | new | |
| 28 | DUANE READE INC | 0.5% | $901.0k | 35,000 | 0% | held | |
| 29 | MEMBERWORKS INC | 0.4% | $841.0k | 25,000 | – | new | |
| 30 | ASTROPOWER INC | 0.4% | $814.0k | 30,000 | – | new | |
| 31 | RUSSELL CORP | 0.4% | $800.0k | 40,000 | – | new | |
| 32 | UPBD RENT A CTR INC NEW | Technology | 0.4% | $788.0k | 35,000 | – | new |
| 33 | URS CORP NEW | 0.4% | $763.0k | 50,000 | 0% | held | |
| 34 | RAYOVAC CORP | 0.3% | $671.0k | 30,000 | – | new | |
| 35 | TTWO TAKE-TWO INTERACTIVE SOFTWARE | Communication Services | 0.3% | $606.0k | 50,000 | 0% | held |
| 36 | PROFIT RECOVERY GROUP INTL INC | 0.3% | $582.0k | 35,000 | 0% | held | |
| 37 | VENTANA MED SYS INC | 0.1% | $188.0k | 8,000 | – | new |
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.