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) 6,035

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

Sector Weighting

Basic Materials 1.21%
Capital Goods 10.35%
Conglomerates
Consumer Cyclical 7.49%
Consumer/Non-Cyclical
Energy 1.56%
Financial 6.55%
Healthcare 8.59%
Services 34.89%
Technology 25.44%
Transportation 1.41%
Utilities

79 Activity Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 320,999 43,624 15.73 5,995,492
NATIONAL OILWELL VARCO INC COM 315,142 34,172 12.16 3,908,014
FOSSIL GROUP INC COM 278,823 88,144 46.23 2,707,024
EBAY INC COM 237,189 37,959 19.05 4,544,728
MENS WEARHOUSE INC COM 236,057 -1,859 (0.78) 4,646,800
VCA INC COM 216,818 13,420 6.60 5,199,465
KAR AUCTION SVCS INC COM 166,890 3,789 2.32 5,462,836
DOLLAR GEN CORP NEW COM 154,062 47,624 44.74 2,409,861
EQUINIX INC COM NEW 153,364 70,284 84.60 707,627
GROUP 1 AUTOMOTIVE INC COM 152,038 15,815 11.61 2,012,147
MCGRAW HILL FINL INC COM 151,601 35,148 30.18 1,764,442
CADENCE DESIGN SYSTEM INC COM 147,885 -4,536 (2.98) 8,301,177
ASBURY AUTOMOTIVE GROUP INC COM 142,079 -1,981 (1.38) 2,117,102
AMERICAN INTL GROUP INC COM NEW 141,994 2,704 1.94 2,572,818
HUMANA INC COM 141,053 8,475 6.39 1,099,739
INTERXION HOLDING N.V SHS 137,327 35,856 35.34 4,852,530
GENPACT LIMITED SHS 136,578 -36,457 (21.07) 7,949,827
ALLSCRIPTS HEALTHCARE SOLUTNS COM 133,736 12,860 10.64 9,248,676
MICROSTRATEGY INC CL A NEW 124,290 2,089 1.71 892,503
MADISON SQUARE GARDEN CO CL A 123,281 123,281 New 1,846,636


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