EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2017

Position Statistics

Total Positions 47
New Positions 1
Increased Positions 19
Decreased Positions 28
Positions with Activity 47
Sold Out Positions 7
Total Mkt Value (in $ millions) 5,881

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

Sector Weighting

Energy
Basic Materials 2.22%
Industrials 4.24%
Consumer Cyclicals 32.94%
Consumer Non-Cyclicals 5.94%
Financials 13.78%
Healthcare 3.24%
Technology 37.64%
Telecommunication Services
Utilities

47 Positions as of 03/31/2017

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 853,697 -371,976 (30.35) 8,077,372
LENNAR CORP CL A 453,437 -30,429 (6.29) 8,515,251
INTERCONTINENTAL EXCHANGE INC COM 265,404 5,442 2.09 4,128,238
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 247,531 74,342 42.93 5,639,815
ARRIS INTL INC SHS 216,475 621 .29 7,662,843
ZYNGA INC CL A 211,120 2,362 1.13 58,000,066
INTERXION HOLDING N.V SHS 204,123 2,730 1.36 4,532,044
BAIDU INC SPON ADR REP A 201,923 32,990 19.53 1,120,734
ANTHEM INC COM 190,744 4,031 2.16 993,094
WENDYS CO COM 177,399 38,628 27.84 11,717,244
REXNORD CORP NEW COM 165,414 146,836 790.39 7,198,162
DUNKIN BRANDS GROUP INC COM 162,889 -84,427 (34.14) 2,989,881
IMPERVA INC COM 161,188 88,676 122.29 3,299,644
CONSTELLATION BRANDS INC CL A 159,710 48,754 43.94 865,636
LA QUINTA HLDGS INC COM 157,274 5,373 3.54 10,590,840
EXPEDIA INC DEL COM NEW 149,991 216 .14 1,003,554
US FOODS HLDG CORP COM 139,856 6,902 5.19 5,003,794
MICROSTRATEGY INC CL A NEW 132,800 2,252 1.73 719,900
CBRE GROUP INC CL A 130,143 -74,278 (36.34) 3,703,545
PTC INC COM 109,140 -200 (0.18) 1,901,729