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 79
New Positions 10
Increased Positions 34
Decreased Positions 44
Positions with Activity 78
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,342

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

Sector Weighting

Basic Materials 4.3%
Capital Goods 3.07%
Conglomerates
Consumer Cyclical 6.61%
Consumer/Non-Cyclical 1.97%
Energy 2.24%
Financial 7.98%
Healthcare 1.85%
Services 38.51%
Technology 30.36%
Transportation
Utilities

79 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 251,177 -84,515 (25.18) 4,278,997
FOSSIL GROUP INC COM 247,678 33,995 15.91 3,154,328
AMERICAN INTL GROUP INC COM NEW 208,386 35,121 20.27 3,460,406
GNC HLDGS INC COM CL A 206,990 37,864 22.39 4,560,246
EBAY INC COM 197,020 9,837 5.26 3,297,954
TRIPADVISOR INC COM 193,889 193,889 New 2,445,007
ZYNGA INC CL A 190,715 5,225 2.82 64,213,964
GENPACT LIMITED SHS 188,045 -3,028 (1.59) 8,175,855
AUTODESK INC COM 184,810 12,136 7.03 3,213,529
INTERXION HOLDING N.V SHS 175,262 -4,722 (2.62) 5,899,087
ASBURY AUTOMOTIVE GROUP INC COM 167,658 15,488 10.18 1,940,707
COPART INC COM 166,496 11,635 7.51 4,691,344
GOOGLE INC CL C 159,424 65,914 70.49 293,864
GROUP 1 AUTOMOTIVE INC COM 156,334 25,630 19.61 1,870,246
MICROSTRATEGY INC CL A NEW 155,420 7,045 4.75 886,192
PANDORA MEDIA INC COM 145,798 -12,557 (7.93) 7,889,507
DRIL-QUIP INC COM 141,813 14,796 11.65 1,835,055
CARNIVAL CORP PAIRED CTF 135,712 34,930 34.66 2,863,119
KAR AUCTION SVCS INC COM 135,481 13,017 10.63 3,586,997
MCGRAW HILL FINL INC COM 130,626 -40,934 (23.86) 1,222,292