Eminence Capital 13F holdings, Q3 2000
Holdings as of September 30, 2000 · filings on SEC EDGAR · latest filing →
Eminence Capital disclosed 52 US equity positions worth $322.3m in its Q3 2000 13F filing. The largest position was Iron Mtn Inc Pa at 6.9% of the reported book, followed by Omnicare Inc and LNR Ppty Corp. Against the Q2 2000 filing, it opened 26 new positions, added to 9 and reduced 7 among the top 50 holdings.
What did Eminence Capital own in Q3 2000? Top 50 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2000 |
|---|---|---|---|---|---|---|---|
| 1 | Iron Mtn Inc Pa | 6.9% | $22.2m | 600,000 | 0% | held | |
| 2 | Omnicare Inc | 6.0% | $19.3m | 1,195,500 | 77% | added | |
| 3 | LNR Ppty Corp | 5.7% | $18.4m | 832,500 | 7% | added | |
| 4 | Scripps EW Co Ohio | 5.5% | $17.8m | 328,900 | 1% | added | |
| 5 | SBC Communications Inc | 5.0% | $16.2m | 325,000 | 0% | held | |
| 6 | Starwood Hotels&Resorts Wrldwd Paired CTF | 4.6% | $14.8m | 475,000 | – | new | |
| 7 | IMS Health Inc | 4.5% | $14.5m | 700,000 | – | new | |
| 8 | Telephone & Data Sys Inc | 4.1% | $13.2m | 119,000 | – | new | |
| 9 | Insignia Finl Group Inc New | 3.8% | $12.3m | 1,204,100 | 0% | held | |
| 10 | ENR Energizer Hldgs Inc | Industrials | 3.5% | $11.3m | 462,000 | – | new |
| 11 | Dun & Bradstreet Corp Del | 2.9% | $9.5m | 275,000 | 0% | held | |
| 12 | Harrahs Entmt Inc | 2.8% | $9.1m | 330,200 | 120% | added | |
| 13 | AD United States Cellular Corp | Communication Services | 2.7% | $8.9m | 126,500 | -16% | reduced |
| 14 | First Data Corp | 2.7% | $8.8m | 225,000 | – | new | |
| 15 | Steiner Leisure Ltd | 2.4% | $7.8m | 347,500 | 7% | added | |
| 16 | Palm Inc | 2.4% | $7.7m | 146,262 | – | new | |
| 17 | Payless Shoesource Inc | 2.2% | $7.0m | 125,000 | -17% | reduced | |
| 18 | Clear Channel Communications | 2.1% | $6.8m | 120,000 | – | new | |
| 19 | Fortune Brands Inc | 2.1% | $6.8m | 255,000 | – | new | |
| 20 | Polo Ralph Lauren Corp | 2.0% | $6.5m | 400,500 | 0% | held | |
| 21 | ROST Ross Stores Inc | Consumer Cyclical | 2.0% | $6.4m | 445,000 | – | new |
| 22 | LEN Lennar Corp | Consumer Cyclical | 1.9% | $6.2m | 210,000 | -30% | reduced |
| 23 | Finlay Enterprises Inc | 1.8% | $6.0m | 425,000 | – | new | |
| 24 | Household Intl Inc | 1.7% | $5.4m | 95,000 | – | new | |
| 25 | United Stationers Inc | 1.7% | $5.4m | 200,000 | 281% | added | |
| 26 | Daisytek Intl Corp | 1.6% | $5.3m | 840,000 | -16% | reduced | |
| 27 | Office Depot Inc | 1.6% | $5.1m | 650,000 | – | new | |
| 28 | TTEK Tetra Tech Inc New | Industrials | 1.3% | $4.3m | 150,000 | – | new |
| 29 | TOL Toll Brothers Inc | Consumer Cyclical | 1.2% | $3.9m | 112,000 | -30% | reduced |
| 30 | DHI D R Horton Inc | Consumer Cyclical | 0.9% | $3.0m | 175,488 | – | new |
| 31 | MAT Mattel Inc | Consumer Cyclical | 0.9% | $2.8m | 250,000 | – | new |
| 32 | Spherion Corp | 0.8% | $2.6m | 215,000 | – | new | |
| 33 | TTWO Take-Two Interactive Software | Communication Services | 0.8% | $2.5m | 200,000 | 300% | added |
| 34 | Kaufman & Broad Home Corp | 0.8% | $2.5m | 91,000 | -28% | reduced | |
| 35 | Inamed Corp | 0.7% | $2.3m | 81,000 | – | new | |
| 36 | Prime Hospitality Corp | 0.7% | $2.2m | 215,000 | 0% | held | |
| 37 | Claires Stores Inc | 0.7% | $2.2m | 120,000 | – | new | |
| 38 | Globalstar Telecommunications Ltd | 0.6% | $1.8m | 209,800 | – | new | |
| 39 | URS Corp New | 0.5% | $1.7m | 125,500 | 151% | added | |
| 40 | PFSWeb Inc | 0.5% | $1.6m | 769,506 | – | new | |
| 41 | Duane Reade Inc | 0.4% | $1.2m | 50,000 | 43% | added | |
| 42 | Astropower Inc | 0.4% | $1.2m | 30,000 | 0% | held | |
| 43 | Pre Paid Legal Svcs Inc | 0.4% | $1.1m | 35,000 | 0% | held | |
| 44 | MEI Methode Electrs Inc | Technology | 0.3% | $1.1m | 23,990 | – | new |
| 45 | Dollar Tree Stores Inc | 0.3% | $1.0m | 25,000 | – | new | |
| 46 | Tweeter Home Entmt Group Inc | 0.3% | $908.0k | 25,000 | -69% | reduced | |
| 47 | PF Changs China Bistro Inc | 0.3% | $864.0k | 25,000 | – | new | |
| 48 | Medallion Finl Corp | 0.3% | $841.0k | 50,000 | – | new | |
| 49 | Cost Plus Inc Calif | 0.2% | $753.0k | 25,000 | – | new | |
| 50 | Yankee Candle Inc | 0.2% | $604.0k | 30,000 | – | 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.