SCHEDULE 13G/A: Eminence Capital and Ricky C. Sandler Disclose 7.5% Stake in Dave & Buster's Entertainment

Sentiment:

Beneficial Ownership Report


Eminence Capital, LP and Ricky C. Sandler have filed an amended Schedule 13G, reporting a beneficial ownership of 7.5% in Dave & Buster's Entertainment, Inc. as of March 31, 2025.

Summary

  • Eminence Capital, LP and Ricky C. Sandler collectively beneficially own 2,905,454 shares of Dave & Buster's Entertainment, Inc. Common Stock.
  • This ownership represents 7.5% of the company's outstanding common stock.
  • The percentage is calculated based on 38,502,886 shares of Common Stock outstanding as of December 6, 2024, as reported in the Company's Quarterly Report on Form 10-Q.
  • Eminence Capital, LP serves as the investment adviser to various investment funds and separately managed accounts that hold these shares.
  • Ricky C. Sandler, as the Chief Executive Officer of Eminence Capital, is deemed to have shared voting and/or dispositive power over these shares.
  • This filing is an Amendment No. 2 to a previously filed Schedule 13G, indicating an update to their reported beneficial ownership.

Sentiment

Score: 5

Explanation: The document is a factual disclosure of beneficial ownership and does not contain information that would inherently indicate positive or negative sentiment regarding the company's performance or prospects. It is a neutral regulatory filing.

Future Outlook

NA

Industry Context

This filing is a standard disclosure of significant ownership by an institutional investor in a publicly traded company within the entertainment and restaurant industry. It reflects an investment position rather than operational or strategic industry trends.

Stakeholder Impact

  • Provides transparency to shareholders and the market regarding significant institutional ownership in Dave & Buster's Entertainment, Inc.

Key Dates

DateDescription
2024-11-05End of the quarterly period for Dave & Buster's Entertainment's Form 10-Q.
2024-12-06Date as of which 38,502,886 shares of Common Stock were reported outstanding in the Company's Form 10-Q.
2024-12-10Date Dave & Buster's Entertainment filed its Quarterly Report on Form 10-Q for the period ended November 5, 2024.
2025-03-31Date of event which requires filing of this statement (beneficial ownership snapshot date).
2025-05-15Date the Schedule 13G Amendment No. 2 was signed and filed.

Keywords

Dave & Buster's Entertainment, Eminence Capital, Ricky C. Sandler, Schedule 13G, Beneficial Ownership, Common Stock, SEC Filing, Institutional Investor, Investment Fund

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