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) 5,917

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 10.25%
Conglomerates
Consumer Cyclical 7.19%
Consumer/Non-Cyclical
Energy 1.54%
Financial 6.66%
Healthcare 8.63%
Services 34.71%
Technology 25.75%
Transportation 1.51%
Utilities

79 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 329,992 44,847 15.73 5,995,492
NATIONAL OILWELL VARCO INC COM 305,216 33,096 12.16 3,908,014
FOSSIL GROUP INC COM 259,712 82,102 46.23 2,707,024
EBAY INC COM 239,325 38,301 19.05 4,544,728
MENS WEARHOUSE INC COM 223,697 -1,762 (0.78) 4,646,800
VCA INC COM 207,043 12,815 6.60 5,199,465
KAR AUCTION SVCS INC COM 157,384 3,573 2.32 5,462,836
EQUINIX INC COM NEW 150,066 68,772 84.60 707,627
MCGRAW HILL FINL INC COM 149,642 34,694 30.18 1,764,442
GROUP 1 AUTOMOTIVE INC COM 148,014 15,396 11.61 2,012,147
DOLLAR GEN CORP NEW COM 147,797 45,687 44.74 2,409,861
HUMANA INC COM 145,056 8,715 6.39 1,099,739
CADENCE DESIGN SYSTEM INC COM 143,901 -4,414 (2.98) 8,301,177
AMERICAN INTL GROUP INC COM NEW 139,370 2,654 1.94 2,572,818
ASBURY AUTOMOTIVE GROUP INC COM 139,094 -1,939 (1.38) 2,117,102
INTERXION HOLDING N.V SHS 133,202 34,779 35.34 4,852,530
GENPACT LIMITED SHS 130,377 -34,802 (21.07) 7,949,827
ALLSCRIPTS HEALTHCARE SOLUTNS COM 125,227 12,042 10.64 9,248,676
TIBCO SOFTWARE INC COM 125,052 43,569 53.47 5,287,591
MADISON SQUARE GARDEN CO CL A 122,727 122,727 New 1,846,636