Eminence Capital, Lp Buys Anaplan Inc, Willis Towers Watson PLC, Laboratory Corp of America Holdings, Sells Alibaba Group Holding, AutoNation Inc, Morgan Stanley

• New Purchases: PLAN, WLTW, LH, DOMA, CF, UAA, MSOS, AVTR, MCW, ZBH, SMRT, PAGS, CERN, REAL,
• Added Positions: GPK, ETWO, PFGC, Z, PEGA, CMAX, MLCO, EXAS, PSTG, FIS, LEN, LIVN, UBER, SAIL, CNNE, GDDY, LEN.B,
• Reduced Positions: MS, CTVA, AAP, DNB, AMZN, BLDR, NICE, TPX, INTU, FWONK, RRR, EXPE, NEWR, PANW, GPI, CRM, BERY, CFX, MA, CCK, WSC, RADI, GOOG, TOL, ABG, CANO, TCVA, FWAC,
• Sold Out: BABA, AN, WBA, OTIS, NSTG, CNC, CHTR, ASZ, CI, ANTM, LKQ, CVNA, USFD, SNRH, FB, ASO, FWAA, NUAN, MIC,

For the details of EMINENCE CAPITAL, LP's stock buys and sells, go to https://www.gurufocus.com/guru/eminence+capital%2C+lp/current-portfolio/portfolio

1. Ashland Global Holdings Inc (ASH) - 4,035,178 shares, 4.85% of the total portfolio.
2. New Relic Inc (NEWR) - 4,652,588 shares, 4.51% of the total portfolio. Shares reduced by 6.72%
3. WillScot Mobile Mini Holdings Corp (WSC) - 8,540,373 shares, 3.66% of the total portfolio. Shares reduced by 2.66%
4. Berry Global Group Inc (BERY) - 4,206,708 shares, 3.46% of the total portfolio. Shares reduced by 6.57%
5. Salesforce.com Inc (CRM) - 925,351 shares, 3.39% of the total portfolio. Shares reduced by 8.44%

Eminence Capital, Lp initiated holding in Anaplan Inc. The purchase prices were between $52.62 and $67.96, with an estimated average price of $59.58. The stock is now traded at around $61.590000. The impact to a portfolio due to this purchase was 2.22%. The holding were 2,697,603 shares as of 2021-09-30.

Eminence Capital, Lp initiated holding in Willis Towers Watson PLC. The purchase prices were between $201.6 and $236.75, with an estimated average price of $222.83. The stock is now traded at around $230.720000. The impact to a portfolio due to this purchase was 2.09%. The holding were 665,409 shares as of 2021-09-30.

Eminence Capital, Lp initiated holding in Laboratory Corp of America Holdings. The purchase prices were between $274.82 and $308.34, with an estimated average price of $293.32. The stock is now traded at around $288.370000. The impact to a portfolio due to this purchase was 1.35%. The holding were 355,934 shares as of 2021-09-30.

Eminence Capital, Lp initiated holding in Doma Holdings Inc. The purchase prices were between $6.84 and $8.96, with an estimated average price of $7.82. The stock is now traded at around $7.510000. The impact to a portfolio due to this purchase was 0.99%. The holding were 9,919,654 shares as of 2021-09-30.

Eminence Capital, Lp initiated holding in CF Industries Holdings Inc. The purchase prices were between $43.34 and $56.64, with an estimated average price of $48.02. The stock is now traded at around $65.480000. The impact to a portfolio due to this purchase was 0.95%. The holding were 1,255,313 shares as of 2021-09-30.

Eminence Capital, Lp initiated holding in Under Armour Inc. The purchase prices were between $18.9 and $25.77, with an estimated average price of $22.11. The stock is now traded at around $26.570000. The impact to a portfolio due to this purchase was 0.71%. The holding were 2,607,067 shares as of 2021-09-30.

Eminence Capital, Lp added to a holding in Graphic Packaging Holding Co by 139.46%. The purchase prices were between $17.11 and $20.8, with an estimated average price of $19.07. The stock is now traded at around $21.250000. The impact to a portfolio due to this purchase was 1.14%. The holding were 7,571,980 shares as of 2021-09-30.

Eminence Capital, Lp added to a holding in E2open Parent Holdings Inc by 74.86%. The purchase prices were between $9.82 and $12.49, with an estimated average price of $11.25. The stock is now traded at around $13.310000. The impact to a portfolio due to this purchase was 1.06%. The holding were 16,174,922 shares as of 2021-09-30.

Eminence Capital, Lp added to a holding in Performance Food Group Co by 197.17%. The purchase prices were between $42.6 and $50.22, with an estimated average price of $46.09. The stock is now traded at around $45.890000. The impact to a portfolio due to this purchase was 1.05%. The holding were 2,536,836 shares as of 2021-09-30.

Eminence Capital, Lp added to a holding in Zillow Group Inc by 46.50%. The purchase prices were between $85.66 and $120.6, with an estimated average price of $101.34. The stock is now traded at around $62.800000. The impact to a portfolio due to this purchase was 0.74%. The holding were 1,956,696 shares as of 2021-09-30.

Eminence Capital, Lp added to a holding in Pegasystems Inc by 43.70%. The purchase prices were between $126.48 and $142.39, with an estimated average price of $133.32. The stock is now traded at around $120.540000. The impact to a portfolio due to this purchase was 0.59%. The holding were 1,123,718 shares as of 2021-09-30.

Eminence Capital, Lp added to a holding in CareMax Inc by 75.32%. The purchase prices were between $7.47 and $14.09, with an estimated average price of $9.85. The stock is now traded at around $8.770000. The impact to a portfolio due to this purchase was 0.46%. The holding were 8,294,762 shares as of 2021-09-30.

Eminence Capital, Lp sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.

Eminence Capital, Lp sold out a holding in AutoNation Inc. The sale prices were between $97.47 and $129.01, with an estimated average price of $112.61.

Eminence Capital, Lp sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $45.58 and $51.78, with an estimated average price of $48.28.

Eminence Capital, Lp sold out a holding in Otis Worldwide Corp. The sale prices were between $82 and $92.37, with an estimated average price of $87.91.

Eminence Capital, Lp sold out a holding in NanoString Technologies Inc. The sale prices were between $46.1 and $63.75, with an estimated average price of $57.65.

Eminence Capital, Lp sold out a holding in Centene Corp. The sale prices were between $59.73 and $74.7, with an estimated average price of $66.89.