Eminence Capital’s Zillow Z Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$279M	Buy	3,978,731 +1,546,577	+64%	+$108M	3.35%	3
2025 Q1	$167M	Sell	2,432,154 -482,762	-17%	-$33.1M	2.79%	14
2024 Q4	$216M	Sell	2,914,916 -974,827	-25%	-$72.2M	3.3%	3
2024 Q3	$248M	Sell	3,889,743 -448,679	-10%	-$28.6M	3.5%	3
2024 Q2	$201M	Buy	4,338,422 +1,069,680	+33%	+$49.6M	3.25%	5
2024 Q1	$159M	Buy	3,268,742 +1,712,050	+110%	+$83.5M	2.26%	11
2023 Q4	$90.1M	Sell	1,556,692 -1,528,576	-50%	-$88.4M	1.35%	28
2023 Q3	$142M	Buy	3,085,268 +329,191	+12%	+$15.2M	2.81%	7
2023 Q2	$139M	Sell	2,756,077 -413,528	-13%	-$20.8M	1.82%	10
2023 Q1	$141M	Buy	3,169,605 +5,912	+0.2%	+$263K	2%	10
2022 Q4	$102M	Sell	3,163,693 -416,368	-12%	-$13.4M	1.89%	19
2022 Q3	$102M	Sell	3,580,061 -298,747	-8%	-$8.55M	2.14%	13
2022 Q2	$123M	Sell	3,878,808 -568,983	-13%	-$18.1M	2.45%	6
2022 Q1	$219M	Buy	4,447,791 +369,601	+9%	+$18.2M	2.49%	3
2021 Q4	$260M	Buy	4,078,190 +2,121,494	+108%	+$135M	2.48%	4
2021 Q3	$172M	Buy	1,956,696 +621,111	+47%	+$54.7M	2.33%	16
2021 Q2	$163M	Buy	1,335,585 +400,719	+43%	+$49M	2.01%	20
2021 Q1	$121M	Sell	934,866 -49,868	-5%	-$6.46M	1.5%	29
2020 Q4	$128M	Sell	984,734 -528,278	-35%	-$68.6M	1.2%	28
2020 Q3	$154M	Sell	1,513,012 -700,538	-32%	-$71.2M	1.51%	13
2020 Q2	$128M	Sell	2,213,550 -2,180,750	-50%	-$126M	1.26%	24
2020 Q1	$158M	Buy	4,394,300 +1,166,538	+36%	+$42M	1.73%	11
2019 Q4	$148M	Buy	3,227,762 +643,775	+25%	+$29.6M	1.67%	26
2019 Q3	$77.1M	Buy	+2,583,987	New	+$77.1M	0.93%	44