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Analyzing Eminence Capital’s 13G filings

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Nov. 20 2020, Updated 11:38 a.m. ET

Eminence Capital

Founded in 1998 by Ricky Sandler, Eminence Capital recently disclosed one new position and amended some existing positions after the third quarter ending in September 2014. The company disclosed these positions through its 13G filings. In this series, we’ll go through the positions the fund traded in its 13G filings.

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Eminence positions

The fund initiated a position in Darling Ingredients (DAR). It increased positions in Men’s Wearhouse (MW) and XOOM Corp (XOOM). It reduced its positions in TIBCO Software (TIBX) and Fidelity National Financial (FNF).

Eminence Capital employs a bottom-up, research-driven investment strategy that uses a combination of industry research, rigorous financial analysis, and dialogue with company management to execute its investment process.

In the third quarter ending in September 2014, the fund’s portfolio increased slightly to $6.83 billion, compared to $6.05 billion in the second quarter.

You can learn about the fund’s 3Q14 positions at Market Realist’s Assessing Eminence Capital’s key positions in 3Q14.

In the next part of this series, we’ll discuss Eminence Capital’s new position in Darling Ingredients.

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