EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 81
New Positions 11
Increased Positions 36
Decreased Positions 44
Positions with Activity 80
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,280

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

Sector Weighting

Basic Materials 3.81%
Capital Goods 2.5%
Conglomerates
Consumer Cyclical 5.91%
Consumer/Non-Cyclical 1.66%
Energy 1.71%
Financial 8.2%
Healthcare 1.75%
Services 38.53%
Technology 30.61%
Transportation
Utilities

44 DECREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MENS WEARHOUSE INC COM 254,686 -85,696 (25.18) 4,278,997
GENPACT LIMITED SHS 181,586 -2,924 (1.59) 8,175,855
INTERXION HOLDING N.V SHS 162,933 -4,389 (2.62) 5,899,087
PANDORA MEDIA INC COM 138,224 -11,905 (7.93) 7,889,507
MCGRAW HILL FINL INC COM 124,368 -38,972 (23.86) 1,222,292
CHARTER COMMUNICATIONS INC DEL CL A NEW 113,268 -5,640 (4.74) 609,427
CTRIP COM INTL LTD AMERICAN DEP SHS 109,380 -8,729 (7.39) 1,528,080
PVH CORP COM 97,897 -37,128 (27.5) 843,649
HUMANA INC COM 97,675 -18,456 (15.89) 536,411
ALLEGION PUB LTD CO ORD SHS 91,621 -10,276 (10.08) 1,449,236
COGNIZANT TECHNOLOGY SOLUTIONS CL A 89,076 -39,017 (30.46) 1,411,668
INTERCONTINENTAL EXCHANGE INC COM 87,127 -3,504 (3.87) 382,067
AUTONATION INC COM 87,027 -3,514 (3.88) 1,396,004
MONSANTO CO NEW COM 80,728 -1,075 (1.31) 792,303
SONIC AUTOMOTIVE INC CL A 80,606 -500 (0.62) 3,460,954
DARLING INGREDIENTS INC COM 80,248 -25,923 (24.42) 6,245,000
OUTFRONT MEDIA INC COM 79,397 -18,368 (18.79) 3,159,454
ZIMMER BIOMET HLDGS INC COM 78,659 -28,107 (26.33) 755,828
B/E AEROSPACE INC COM 74,473 -2,913 (3.76) 1,528,899
QLIK TECHNOLOGIES INC COM 56,838 -7,785 (12.05) 1,404,786


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