Reply To: Traders Market Weekly: China, NVidia, BRICS and Jackson Hole Risks


Eminence Capital adds Dave & Buster’s, exits Vertiv Holdings in Q2

Ricky Sandler’s Eminence Capital took new positions in Louisiana Pacific (NYSE:LPX), Progressive (NYSE:PGR), and Dave & Buster’s Entertainment (NASDAQ:PLAY), and exited Vertiv Holdings (NYSE:VRT), Avantor (NYSE:AVTR), and SentinelOne (NYSE:S) during Q2 2023, according to its latest 13F filing on Monday.

The firm now holds almost 1.91M shares of LPX, 540K shares of PGR and 843 shares of PLAY, among several other stocks it added to its portfolio.

Eminence increased holdings in Spectrum Brands Holdings (NYSE:SPB) to 1.21M shares from 376K, Manchester United (NYSE:MANU) to 3.96M shares from ~2.74M, and Charles Schwab (NYSE:SCHW) to 2.46M shares from ~2.02M.

It reduced its stakes in Ashland (NYSE:ASH) to ~3.62M from 3.93M, Berry Global Group (NYSE:BERY) to ~1.31M shares from 2.53M, and Salesforce (NYSE:CRM) to ~574K from 883K, the company disclosed in the filing.