EMINENCE CAPITAL, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 74
New Positions 16
Increased Positions 39
Decreased Positions 35
Positions with Activity 74
Sold Out Positions 7
Total Mkt Value (in $ millions) 6,723

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

Sector Weighting

Basic Materials 2.37%
Capital Goods 8.36%
Conglomerates
Consumer Cyclical 5.64%
Consumer/Non-Cyclical
Energy 1.48%
Financial 9.02%
Healthcare 8.46%
Services 35.04%
Technology 25.84%
Transportation 1.32%
Utilities

35 DECREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 353,075 -6,055 (1.69) 5,894,412
MENS WEARHOUSE INC COM 193,221 -3,385 (1.72) 4,566,790
VCA INC COM 164,546 -87,680 (34.76) 3,392,009
MCGRAW HILL FINL INC COM 153,278 -5,610 (3.53) 1,702,147
EQUINIX INC COM NEW 151,025 -14,630 (8.83) 645,132
ASBURY AUTOMOTIVE GROUP INC COM 145,328 -14,577 (9.12) 1,924,112
MICROSTRATEGY INC CL A NEW 145,294 -1,130 (0.77) 885,615
MADISON SQUARE GARDEN CO CL A 137,457 -1,170 (0.84) 1,831,056
NATIONAL OILWELL VARCO INC COM 135,865 -126,246 (48.17) 2,025,717
GENPACT LIMITED SHS 131,959 -18,292 (12.17) 6,981,977
KAR AUCTION SVCS INC COM 130,753 -59,791 (31.38) 3,748,654
CHARTER COMMUNICATIONS INC DEL CL A NEW 110,924 -16,263 (12.79) 673,778
BAIDU INC SPON ADR REP A 100,907 -611 (0.6) 430,805
ALLERGAN INC COM 99,043 -607 (0.61) 465,801
VALEANT PHARMACEUTICALS INTL I COM 93,217 -16,797 (15.27) 638,212
FISERV INC COM 91,230 -557 (0.61) 1,279,169
SIRONA DENTAL SYSTEMS INC COM 90,728 -554 (0.61) 1,009,767
FRANKLIN RES INC COM 88,798 -541 (0.61) 1,566,384
FEDEX CORP COM 88,697 -7,585 (7.88) 509,107
CADENCE DESIGN SYSTEM INC COM 84,277 -73,321 (46.52) 4,439,135