EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 86
New Positions 18
Increased Positions 48
Decreased Positions 38
Positions with Activity 86
Sold Out Positions 17
Total Mkt Value (in $ millions) 6,703

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

Sector Weighting

Basic Materials 3.04%
Capital Goods 7.01%
Conglomerates
Consumer Cyclical 5.49%
Consumer/Non-Cyclical 2.43%
Energy 1.69%
Financial 8.41%
Healthcare 3.32%
Services 36.76%
Technology 27.37%
Transportation 0%
Utilities

86 Activity Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 300,407 60,514 25.23 5,718,779
FOSSIL GROUP INC COM 222,853 -6,069 (2.65) 2,721,376
GENPACT LIMITED SHS 190,906 30,460 18.99 8,307,494
EBAY INC COM 181,918 -85,873 (32.07) 3,133,284
INTERXION HOLDING N.V SHS 178,893 3,062 1.74 6,058,008
AUTODESK INC COM 178,198 -171,635 (49.06) 3,002,498
ZYNGA INC CL A 173,000 67,335 63.73 62,454,780
GNC HLDGS INC COM CL A 171,436 -23,220 (11.93) 3,726,059
MCGRAW HILL FINL INC COM 166,599 -10,049 (5.69) 1,605,314
COPART INC COM 159,748 49,198 44.50 4,363,507
AMERICAN INTL GROUP INC COM NEW 156,865 15,789 11.19 2,877,196
MICROSTRATEGY INC CL A NEW 141,252 -6,610 (4.47) 846,022
ASBURY AUTOMOTIVE GROUP INC COM 141,126 -13,034 (8.46) 1,761,427
PANDORA MEDIA INC COM 135,819 135,819 New 8,569,012
APPLE INC COM 132,985 1,104 .84 1,077,850
GROUP 1 AUTOMOTIVE INC COM 131,189 -41,888 (24.2) 1,563,632
ALLSCRIPTS HEALTHCARE SOLUTNS COM 128,290 6,940 5.72 10,789,707
SENSATA TECHNOLOGIES HLDG NV SHS 126,557 -13,642 (9.73) 2,254,705
COGNIZANT TECHNOLOGY SOLUTIONS CL A 124,226 18,971 18.02 2,030,002
PVH CORP COM 121,050 53,593 79.45 1,163,605