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

Eminence Capital’s Portfolio PLAY Stock Details PLAY Fund Activity
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 0.52% 40
2025
Q2 		$87.4M Hold
2,905,454
– – 1.05% 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 1.78% 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 1.98% 20
2023
Q4 		$172M Sell
3,191,559
-443,876
-12% -$18M 2.58% 10
2023
Q3 		$135M Buy
3,635,435
+2,792,780
+331% +$114M 2.66% 8
2023
Q2 		$37.5M Buy
+842,655
New +$30.8M 0.49% 48
2022
Q1 		– Sell
-282,100
Closed -$10.8M – 74
2021
Q4 		$10.8M Buy
+282,100
New +$10.5M 0.1% 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 0.98% 40
2020
Q3 		$63.4M Buy
4,183,809
+684,555
+20% +$10.1M 0.62% 52
2020
Q2 		$46.6M Buy
3,499,254
+1,817,225
+108% +$24.2M 0.46% 54
2020
Q1 		$22M Buy
+1,682,029
New +$57.6M 0.24% 90

Other funds holding PLAY

HPC
Hill Path Capital New York $1.92B AUM 5.67% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Eminence Capital's PLAY Position: Q2 2026 in Review

Eminence Capital sold out of Dave & Buster's (PLAY) in Q2 2026, closing a stake of 2,346,038 shares — an estimated $25.4M sold.

Eminence Capital first reported a position in PLAY in Q1 2020 and held it in 18 quarters. The position peaked at $172M in Q4 2023. 170 funds tracked by Wall St. Rank hold PLAY as of Q2 2026.

  • Eminence Capital reported no remaining Dave & Buster's position as of Q2 2026 after selling out during the quarter.
  • Eminence Capital sold 2,346,038 Dave & Buster's shares in Q2 2026, an estimated $25.4M.
  • Eminence Capital first reported a position in Dave & Buster's in Q1 2020 and held it in 18 quarters.
  • Eminence Capital's Dave & Buster's position peaked at $172M in Q4 2023.
  • 170 funds tracked by Wall St. Rank held Dave & Buster's as of Q2 2026.

Based on Eminence Capital's 13F filing for Q2 2026.