EMINENCE CAPITAL, LP DHR — DANAHER CORP DEL

Ownership history in EMINENCE CAPITAL, LP  ·  4 quarters on record

AI Ownership Summary

EMINENCE CAPITAL, LP reported DANAHER CORP DEL (DHR) in 4 quarterly 13F filings from 2026 Q1 through 2026 Q1. Peak portfolio weight reached 2.44% in 2026 Q1. The latest visible filing shows DHR at 2.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DHR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EMINENCE CAPITAL, LP's position in DANAHER CORP DEL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DHR was reported at 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.44% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DHR stock page EMINENCE CAPITAL, LP fund profile EMINENCE CAPITAL, LP full holdings
How EMINENCE CAPITAL, LP held DHR — position size vs. price
% of Fund (quarterly)    DHR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 1 quarter  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 561,234 -281,075 -33.4% 2.44% $106.4M 2026-05-15 $161.91
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DHR

As of 2026 Q1 — sorted by position size

Zeno Equity Partners LLP 19.11% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 12.36% Defender Capital, LLC. 3Y 10.59% GUARDIAN INVESTMENT MANAGEMENT 3Y 7Y 8.79% Dorsey Asset Management, LLC 3Y 7Y 8.76% Anomaly Capital Management, LP 3Y 8.76% Two Creeks Capital Management, LP 3Y 7Y 6.92% 11 Capital Partners LP 3Y 6.6% Stenham Asset Management (UK) Plc 6.41% WEITZ INVESTMENT MANAGEMENT, INC. 3Y 7Y 6.32%

FAQ About EMINENCE CAPITAL, LP and DHR

These are the practical questions this page is built to answer before you even open the full history table.

How long has EMINENCE CAPITAL, LP reported owning DHR?

EMINENCE CAPITAL, LP reported DHR across 1 quarterly 13F filings, from 2026 Q1 through 2026 Q1.

What was the largest reported DHR position in EMINENCE CAPITAL, LP's portfolio?

The largest reported portfolio weight for DHR was 2.44% in 2026 Q1.

What is the latest reported DHR position on this page?

The most recent filing on this page is 2026 Q1, when EMINENCE CAPITAL, LP reported 561,234 shares, equal to 2.44% of portfolio, with an estimated market value of $106.4M.

What does the chart on this DHR ownership page compare?

The chart compares EMINENCE CAPITAL, LP's quarterly DHR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EMINENCE CAPITAL, LP time their DHR position?

Based on 13F filing dates vs. subsequent DHR price moves, EMINENCE CAPITAL, LP correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DHR relative to SPY over the holding period was +50.0%.

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