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) 6,010

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 10.39%
Conglomerates
Consumer Cyclical 7.24%
Consumer/Non-Cyclical
Energy 1.52%
Financial 6.7%
Healthcare 8.44%
Services 34.81%
Technology 25.65%
Transportation 1.46%
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 333,409 45,311 15.73 5,995,492
NATIONAL OILWELL VARCO INC COM 313,540 33,999 12.16 3,908,014
FOSSIL GROUP INC COM 263,448 83,283 46.23 2,707,024
EBAY INC COM 238,144 38,112 19.05 4,544,728
MENS WEARHOUSE INC COM 226,950 -1,788 (0.78) 4,646,800
VCA INC COM 214,894 13,301 6.60 5,199,465
KAR AUCTION SVCS INC COM 163,885 3,721 2.32 5,462,836
EQUINIX INC COM NEW 153,895 70,527 84.60 707,627
GROUP 1 AUTOMOTIVE INC COM 153,768 15,995 11.61 2,012,147
DOLLAR GEN CORP NEW COM 152,062 47,005 44.74 2,409,861
MCGRAW HILL FINL INC COM 151,971 35,234 30.18 1,764,442
HUMANA INC COM 148,366 8,914 6.39 1,099,739
CADENCE DESIGN SYSTEM INC COM 145,437 -4,461 (2.98) 8,301,177
AMERICAN INTL GROUP INC COM NEW 142,122 2,706 1.94 2,572,818
ASBURY AUTOMOTIVE GROUP INC COM 138,395 -1,929 (1.38) 2,117,102
GENPACT LIMITED SHS 137,532 -36,712 (21.07) 7,949,827
INTERXION HOLDING N.V SHS 136,841 35,729 35.34 4,852,530
ALLSCRIPTS HEALTHCARE SOLUTNS COM 132,719 12,762 10.64 9,248,676
CHARTER COMMUNICATIONS INC DEL CL A NEW 125,479 21,391 20.55 772,561
MICROSTRATEGY INC CL A NEW 122,532 2,059 1.71 892,503