Eminence Capital's 13F Shows New Stakes in TripAdvisor (TRIP), Imperva (IMPV), Cornerstone OnDemand (CSOD), (More...)

Eminence Capital released its 13F for the quarter ending December 31st, 2016. Below is a summary.

New Stakes
Baidu.com SP ADR (NASDAQ: BIDU) (CALL) new 78,000 share position
Cornerstone OnDemand (NASDAQ: CSOD) new 2,350,952 share position
IMPERVA, Inc. (NASDAQ: IMPV) new 1,484,374 share position
LIBERTY GLOBAL -A- (NASDAQ: LBTYA) new 3,205,359 share position
Monsanto Company (NYSE: MON) new 230,190 share position
REXNORD CORPORATION (NYSE: RXN) new 808,426 share position
TripAdvisor (NASDAQ: TRIP) new 1,495,000 share position

Raised Stakes
ARRIS GROUP (NASDAQ: ARRS) raised from 7,562,742 shares to 7,640,856 shares
ASBURY AUTO GROUP AB ADS (NYSE: ABG) raised from 1,849,685 shares to 1,851,726 shares
AutoNation Inc (NYSE: AN) raised from 3,368,873 shares to 3,424,303 shares
CBRE Group (NYSE: CBG) raised from 4,521,288 shares to 5,817,307 shares
Constellation Brands (NYSE: STZ) raised from 374,054 shares to 601,388 shares
DUNKIN' BRANDS GRP (NASDAQ: DNKN) raised from 3,988,179 shares to 4,539,567 shares
Expedia Inc. (NASDAQ: EXPE) raised from 799,813 shares to 1,002,112 shares
FORTINET (NASDAQ: FTNT) raised from 2,114,028 shares to 3,127,727 shares
GENPACT LIMITED (NYSE: G) raised from 5,003,484 shares to 5,179,454 shares
IntercontinentalExchange Inc. (NYSE: ICE) raised from 790,434 shares to 4,043,597 shares
LA QUINTA HOLDINGS, Inc. (NYSE: LQ) raised from 9,099,440 shares to 10,229,011 shares
Lennar Corp. (NYSE: LEN) raised from 3,599,696 shares to 9,086,685 shares
PANDORA MEDIA, Inc. (NYSE: P) raised from 11,601,830 shares to 12,343,308 shares
Viasat, Inc. (NASDAQ: VSAT) raised from 189,044 shares to 1,242,305 shares
WORLD WRESTLING ENTERTAINMENT (NYSE: WWE) raised from 3,432,950 shares to 3,465,939 shares

Lowered Stakes
Anthem (NYSE: ANTM) lowered from 985,663 shares to 972,109 shares
Autodesk Inc (NASDAQ: ADSK) lowered from 13,258,046 shares to 11,596,872 shares
Baidu.com SP ADR (NASDAQ: BIDU) lowered from 1,010,470 shares to 937,631 shares
BERRY PLASTICS GROUP, Inc. (NYSE: BERY) lowered from 1,048,871 shares to 1,023,030 shares
Capital Alliance Income (NYSE: CAA) lowered from 5,696,560 shares to 1,366,497 shares
CF Industries Holdings Inc (NYSE: CF) lowered from 5,511,243 shares to 5,275,546 shares
Coca-Cola Enterprises (NYSE: CCE) lowered from 2,697,832 shares to 2,438,369 shares
Ctrip.com International, Ltd. (NASDAQ: CTRP) lowered from 1,838,055 shares to 1,789,934 shares
FIDELITY NATIONAL FINANCIAL, INC. CLASS A COMMON STOCK (NYSE: FNF) lowered from 6,177,907 shares to 6,118,805 shares
FIDELITY NATIONAL FINANCIAL, INC. CLASS A COMMON STOCK (NYSE: FNF) lowered from 6,177,907 shares to 3,945,984 shares
GROUP 1 AUTOMOTIVE, Inc. (NYSE: GPI) lowered from 1,810,933 shares to 1,804,480 shares
Humana Inc. (NYSE: HUM) lowered from 1,535,817 shares to 1,083,630 shares
INTERXION HOLDING N.V. (NYSE: INXN) lowered from 4,529,994 shares to 4,471,424 shares
J. Alexanders Corp. (NYSE: JAX) lowered from 1,280,502 shares to 1,247,441 shares
KAR AUCTION SERVICES, Inc. (NYSE: KAR) lowered from 3,024,725 shares to 2,945,022 shares
MicroStrategy, Inc. (NASDAQ: MSTR) lowered from 726,762 shares to 707,693 shares
Morgan Stanley (NYSE: MS) lowered from 3,022,869 shares to 2,905,494 shares
PTC (NASDAQ: PTC) lowered from 2,431,933 shares to 1,905,213 shares
S&P Global (NYSE: SPGI) lowered from 1,279,050 shares to 577,466 shares
Take-Two Interactive Softwar (NASDAQ: TTWO) lowered from 2,638,845 shares to 1,870,142 shares
US Foods (NYSE: USFD) lowered from 5,449,797 shares to 4,756,836 shares
WENDY'S (NASDAQ: WEN) lowered from 12,965,558 shares to 9,165,885 shares
Yahoo Inc. (NASDAQ: YHOO) lowered from 4,536,746 shares to 2,056,144 shares
ZYNGA-A (NASDAQ: ZNGA) lowered from 57,466,248 shares to 57,351,121 shares

Liquidated Stakes
COMMSCOPE (NASDAQ: COMM) liquidated
FOREST CITY ENTERPRISES (NYSE: FCE-A) liquidated
Mentor Graphics Corp (NASDAQ: MENT) liquidated
Wayfair (NYSE: W) liquidated

Maintained Stakes
Tailored Brands (NYSE: TLRD) maintained 6,143,578 share stake

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