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 79
New Positions 15
Increased Positions 48
Decreased Positions 31
Positions with Activity 79
Sold Out Positions 21
Total Mkt Value (in $ millions) 6,060

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

Sector Weighting

Basic Materials 1.24%
Capital Goods 10.72%
Conglomerates
Consumer Cyclical 7.23%
Consumer/Non-Cyclical
Energy 1.68%
Financial 6.58%
Healthcare 8.23%
Services 35.41%
Technology 25.24%
Transportation 1.35%
Utilities

79 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NATIONAL OILWELL VARCO INC COM 337,770 36,626 12.16 3,908,014
AUTODESK INC COM 321,598 43,706 15.73 5,995,492
FOSSIL GROUP INC COM 274,194 86,680 46.23 2,707,024
EBAY INC COM 252,232 40,366 19.05 4,544,728
MENS WEARHOUSE INC COM 251,067 -1,977 (0.78) 4,646,800
VCA INC COM 211,878 13,114 6.60 5,199,465
KAR AUCTION SVCS INC COM 164,759 3,740 2.32 5,462,836
GROUP 1 AUTOMOTIVE INC COM 161,294 16,777 11.61 2,012,147
EQUINIX INC COM NEW 154,447 70,780 84.60 707,627
DOLLAR GEN CORP NEW COM 154,207 47,668 44.74 2,409,861
ASBURY AUTOMOTIVE GROUP INC COM 147,520 -2,056 (1.38) 2,117,102
CADENCE DESIGN SYSTEM INC COM 146,350 -4,489 (2.98) 8,301,177
AMERICAN INTL GROUP INC COM NEW 144,232 2,747 1.94 2,572,818
MCGRAW HILL FINL INC COM 143,149 33,189 30.18 1,764,442
HUMANA INC COM 141,580 8,506 6.39 1,099,739
GENPACT LIMITED SHS 138,327 -36,924 (21.07) 7,949,827
ALLSCRIPTS HEALTHCARE SOLUTNS COM 136,649 13,140 10.64 9,248,676
INTERXION HOLDING N.V SHS 133,881 34,956 35.34 4,852,530
MICROSTRATEGY INC CL A NEW 123,995 2,084 1.71 892,503
MADISON SQUARE GARDEN CO CL A 123,466 123,466 New 1,846,636