Eminence Capital’s Dave & Buster's PLAY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,346,038	Closed	-$25.4M	–	21
2026 Q1	$25.4M	Hold	2,346,038	–	–	0.58%	30
2025 Q4	$38M	Sell	2,346,038 -15,111	-0.6%	-$253K	0.6%	37
2025 Q3	$42.9M	Sell	2,361,149 -544,305	-19%	-$14.3M	0.63%	40
2025 Q2	$87.4M	Hold	2,905,454	–	–	1.29%	38
2025 Q1	$51M	Sell	2,905,454 -940,000	-24%	-$22.3M	0.85%	39
2024 Q4	$112M	Buy	3,845,454 +135,095	+4%	+$4.7M	1.72%	30
2024 Q3	$126M	Sell	3,710,359 -58,117	-2%	-$1.98M	1.92%	25
2024 Q2	$150M	Buy	3,768,476 +1,542,154	+69%	+$80.1M	2.42%	17
2024 Q1	$139M	Sell	2,226,322 -965,237	-30%	-$55.3M	2.56%	20
2023 Q4	$172M	Sell	3,191,559 -443,876	-12%	-$18M	3.35%	10
2023 Q3	$135M	Buy	3,635,435 +2,792,780	+331%	+$114M	2.67%	8
2023 Q2	$37.5M	Buy	+842,655	New	+$30.8M	0.67%	48
2022 Q1	–	Sell	-282,100	Closed	-$10.8M	–	74
2021 Q4	$10.8M	Buy	+282,100	New	+$10.5M	0.14%	67
2021 Q2	–	Sell	-711,795	Closed	-$34.1M	–	80
2021 Q1	$34.1M	Sell	711,795 -2,754,315	-79%	-$108M	0.42%	59
2020 Q4	$104M	Sell	3,466,110 -717,699	-17%	-$15.9M	1.19%	40
2020 Q3	$63.4M	Buy	4,183,809 +684,555	+20%	+$10.1M	0.82%	52
2020 Q2	$46.6M	Buy	3,499,254 +1,817,225	+108%	+$24.2M	0.61%	54
2020 Q1	$22M	Buy	+1,682,029	New	+$57.6M	0.27%	90

Other funds holding PLAY