EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 86
New Positions 18
Increased Positions 48
Decreased Positions 38
Positions with Activity 86
Sold Out Positions 17
Total Mkt Value (in $ millions) 6,788

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

Sector Weighting

Basic Materials 2.95%
Capital Goods 7.01%
Conglomerates
Consumer Cyclical 5.63%
Consumer/Non-Cyclical 2.39%
Energy 1.91%
Financial 8.52%
Healthcare 3.29%
Services 36.33%
Technology 27.52%
Transportation 0%
Utilities

86 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 329,745 66,424 25.23 5,718,779
FOSSIL GROUP INC COM 235,290 -6,407 (2.65) 2,721,376
INTERXION HOLDING N.V SHS 186,768 3,196 1.74 6,058,008
GENPACT LIMITED SHS 184,426 29,426 18.99 8,307,494
EBAY INC COM 181,527 -85,688 (32.07) 3,133,284
AUTODESK INC COM 170,362 -164,087 (49.06) 3,002,498
MCGRAW HILL FINL INC COM 168,446 -10,161 (5.69) 1,605,314
AMERICAN INTL GROUP INC COM NEW 166,877 16,796 11.19 2,877,196
GNC HLDGS INC COM CL A 166,667 -22,574 (11.93) 3,726,059
ZYNGA INC CL A 156,137 60,772 63.73 62,454,780
COPART INC COM 153,421 47,250 44.50 4,363,507
PANDORA MEDIA INC COM 153,214 153,214 New 8,569,012
MICROSTRATEGY INC CL A NEW 151,438 -7,087 (4.47) 846,022
ASBURY AUTOMOTIVE GROUP INC COM 147,484 -13,622 (8.46) 1,761,427
ALLSCRIPTS HEALTHCARE SOLUTNS COM 144,043 7,792 5.72 10,789,707
APPLE INC COM 135,594 1,126 .84 1,077,850
DRIL-QUIP INC COM 129,696 28,224 27.81 1,643,593
GROUP 1 AUTOMOTIVE INC COM 124,168 -39,646 (24.2) 1,563,632
NATIONAL OILWELL VARCO INC COM 123,997 11,772 10.49 2,238,213
COGNIZANT TECHNOLOGY SOLUTIONS CL A 123,830 18,910 18.02 2,030,002