EMINENCE CAPITAL, LP Information

65 EAST 55TH STREET, NEW YORK, New York, 10022, (212) 418-2100

Report Date: 06/30/2014

Position Statistics

Total Positions 80
New Positions 16
Increased Positions 49
Decreased Positions 31
Positions with Activity 80
Sold Out Positions 21
Total Mkt Value (in $ millions) 5,625

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.28%
Capital Goods 10.18%
Conglomerates
Consumer Cyclical 7.4%
Consumer/Non-Cyclical
Energy 1.53%
Financial 6.63%
Healthcare 8.74%
Services 34.38%
Technology 25.79%
Transportation 1.53%
Utilities

80 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 304,511 41,384 15.73 5,995,492
NATIONAL OILWELL VARCO INC COM 275,281 29,850 12.16 3,908,014
FOSSIL GROUP INC COM 262,554 83,001 46.23 2,707,024
EBAY INC COM 217,920 34,875 19.05 4,544,728
MENS WEARHOUSE INC COM 205,760 -1,621 (0.78) 4,646,800
VCA INC COM 198,984 12,316 6.60 5,199,465
KAR AUCTION SVCS INC COM 154,270 3,502 2.32 5,462,836
GROUP 1 AUTOMOTIVE INC COM 147,128 15,304 11.61 2,012,147
EQUINIX INC COM NEW 146,037 66,926 84.60 707,627
DOLLAR GEN CORP NEW COM 144,471 44,659 44.74 2,409,861
HUMANA INC COM 141,020 8,473 6.39 1,099,739
MCGRAW HILL FINL INC COM 140,361 32,542 30.18 1,764,442
ASBURY AUTOMOTIVE GROUP INC COM 138,014 -1,924 (1.38) 2,117,102
CADENCE DESIGN SYSTEM INC COM 136,969 -4,202 (2.98) 8,301,177
AMERICAN INTL GROUP INC COM NEW 130,596 2,487 1.94 2,572,818
MICROSTRATEGY INC CL A NEW 129,681 2,180 1.71 892,503
GENPACT LIMITED SHS 125,766 -33,571 (21.07) 7,949,827
INTERXION HOLDING N.V SHS 125,001 32,638 35.34 4,852,530
TIBCO SOFTWARE INC COM 121,720 42,408 53.47 5,287,591
ALLSCRIPTS HEALTHCARE SOLUTNS COM 118,984 11,442 10.64 9,248,676