EMINENCE CAPITAL LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 74
New Positions 13
Increased Positions 34
Decreased Positions 40
Positions with Activity 74
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,294

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

Sector Weighting

Basic Materials
Capital Goods 11.52%
Conglomerates
Consumer Cyclical 6.46%
Consumer/Non-Cyclical 1.35%
Energy 0.41%
Financial 8.93%
Healthcare 8.25%
Services 33.1%
Technology 26.86%
Transportation 1.82%
Utilities

74 Activity Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NATIONAL OILWELL VARCO INC COM 288,322 14,647 5.35 3,484,250
AUTODESK INC COM 287,891 -27,007 (8.58) 5,180,691
MENS WEARHOUSE INC COM 266,907 -46 (0.02) 4,683,400
QUALCOMM INC COM 213,294 -48,629 (18.57) 2,679,578
EBAY INC COM 196,596 -178 (0.09) 3,817,406
FOSSIL GROUP INC COM 190,069 34,138 21.89 1,851,259
GENPACT LIMITED SHS 181,294 -2,549 (1.39) 10,071,908
VCA INC COM 174,180 -541 (0.31) 4,877,639
KAR AUCTION SVCS INC COM 166,304 42,053 33.85 5,338,819
ASBURY AUTOMOTIVE GROUP INC COM 152,689 23,052 17.78 2,146,614
GROUP 1 AUTOMOTIVE INC COM 150,358 25,353 20.28 1,802,848
CADENCE DESIGN SYSTEM INC COM 146,048 146,048 New 8,555,820
AMERICAN INTL GROUP INC COM NEW 137,599 3,541 2.64 2,523,825
HUMANA INC COM 131,689 -5,239 (3.83) 1,033,666
ALLSCRIPTS HEALTHCARE SOLUTNS COM 131,659 -2,016 (1.51) 8,359,324
MICROSTRATEGY INC CL A NEW 123,333 -591 (0.48) 877,503
FISERV INC COM 122,243 -14,124 (10.36) 1,996,774
SIRONA DENTAL SYSTEMS INC COM 118,306 5,212 4.61 1,436,620
FEDEX CORP COM 114,609 -44,437 (27.94) 760,816
MCGRAW HILL FINL INC COM 111,153 101,886 1,099.44 1,355,362