EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 81
New Positions 11
Increased Positions 36
Decreased Positions 44
Positions with Activity 80
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,280

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

Sector Weighting

Basic Materials 3.81%
Capital Goods 2.5%
Conglomerates
Consumer Cyclical 5.91%
Consumer/Non-Cyclical 1.66%
Energy 1.71%
Financial 8.2%
Healthcare 1.75%
Services 38.53%
Technology 30.61%
Transportation
Utilities

81 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 254,686 -85,696 (25.18) 4,278,997
GNC HLDGS INC COM CL A 224,410 41,050 22.39 4,560,246
AMERICAN INTL GROUP INC COM NEW 221,881 37,395 20.27 3,460,406
FOSSIL GROUP INC COM 216,860 29,765 15.91 3,154,328
TRIPADVISOR INC COM 194,085 194,085 New 2,445,007
GOOGLE INC CL C 183,844 76,011 70.49 293,864
GENPACT LIMITED SHS 181,586 -2,924 (1.59) 8,175,855
GROUP 1 AUTOMOTIVE INC COM 181,358 29,732 19.61 1,870,246
MICROSTRATEGY INC CL A NEW 180,650 8,189 4.75 886,192
ASBURY AUTOMOTIVE GROUP INC COM 171,364 15,830 10.18 1,940,707
COPART INC COM 169,029 11,812 7.51 4,691,344
INTERXION HOLDING N.V SHS 162,933 -4,389 (2.62) 5,899,087
AUTODESK INC COM 162,540 10,674 7.03 3,213,529
ZYNGA INC CL A 159,251 4,363 2.82 64,213,964
CARNIVAL CORP PAIRED CTF 152,576 39,270 34.66 2,863,119
KAR AUCTION SVCS INC COM 139,642 13,417 10.63 3,586,997
PANDORA MEDIA INC COM 138,224 -11,905 (7.93) 7,889,507
EQUINIX INC COM PAR $0.001 128,332 21,167 19.75 460,120
PAYPAL HLDGS INC COM 127,631 6,373 5.26 3,297,954
HOMEAWAY INC COM 126,334 126,334 New 4,205,511