Eminence Capital discloses updated portfolio positions in 13F filing: new position in BERY; increased position in YHOO; decreased position in LNKD; closed position in KORS
Highlights from 2015 Q4 filing as compared to 2015 Q3 filing:
- New positions in: BERY (~0.5 mln shares), CAA (~2.3 mln), CCE (~1.8 mln), LQ (~11 mln), HOT (~2.3 mln)
- Increased positions in: YUM (to ~2.7 mln shares from ~1.4 mln shares), ADSK (to ~13.1 mln from ~6.6 mln), CCL (to ~3.1 mln from ~2.3 mln), GPI (to ~2.2 mln from ~1.6 mln), YHOO (to ~7.3 mln from ~4.9 mln), P (to ~10.7 mln from ~7 mln)
- Decreased positions in: CPRT (to ~0.1 mln shares from ~4.3 mln shares), GNC (to ~3.3 mln from ~5.2 mln), LNKD (to ~0.4 mln from ~0.6 mln), WYNN (to ~0.8 mln from ~1.4 mln)
- Closed positions in: AGN (from ~0.1 mln shares), CSOD (from ~2 mln),MCD (from ~0.3 mln), GPK (from ~1.6 mln), KORS (from ~4.2 mln)