EMINENCE CAPITAL, LP

Eminence Capital, LP, managed by the seasoned team of John Doe and Jane Smith, known for their contrarian and value-oriented approach, currently holds $6.3 billion in assets with a focus on large-cap growth stocks. Recently, the fund has made notable shifts by exiting SPY and LEN, cutting SEIC by 82% and TPD by 78%, while adding VVV, UNP, and MDLN, and significantly increasing its position in SYY by 54%.

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