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 79
New Positions 10
Increased Positions 34
Decreased Positions 44
Positions with Activity 78
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,293

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

Sector Weighting

Basic Materials 4.32%
Capital Goods 3.01%
Conglomerates
Consumer Cyclical 5.92%
Consumer/Non-Cyclical 1.97%
Energy 2.23%
Financial 7.99%
Healthcare 1.85%
Services 38.98%
Technology 30.56%
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 250,492 -84,285 (25.18) 4,278,997
GENPACT LIMITED SHS 185,347 -2,984 (1.59) 8,175,855
INTERXION HOLDING N.V SHS 181,987 -4,903 (2.62) 5,899,087
PANDORA MEDIA INC COM 148,244 -12,768 (7.93) 7,889,507
MCGRAW HILL FINL INC COM 128,940 -40,405 (23.86) 1,222,292
CTRIP COM INTL LTD AMERICAN DEP SHS 124,561 -9,940 (7.39) 1,528,080
CHARTER COMMUNICATIONS INC DEL CL A NEW 108,630 -5,409 (4.74) 609,427
DARLING INGREDIENTS INC COM 96,423 -31,148 (24.42) 6,245,000
HUMANA INC COM 95,760 -18,094 (15.89) 536,411
MONSANTO CO NEW COM 93,935 -1,251 (1.31) 792,303
COGNIZANT TECHNOLOGY SOLUTIONS CL A 91,307 -39,994 (30.46) 1,411,668
B/E AEROSPACE INC COM 91,260 -3,569 (3.76) 1,528,899
INTERCONTINENTAL EXCHANGE INC COM 89,663 -3,606 (3.87) 382,067
ALLEGION PUB LTD CO ORD SHS 89,592 -10,048 (10.08) 1,449,236
AUTONATION INC COM 88,339 -3,567 (3.88) 1,396,004
OUTFRONT MEDIA INC COM 88,180 -20,399 (18.79) 3,159,454
PVH CORP COM 87,655 -33,243 (27.5) 843,649
ZIMMER HLDGS INC COM 86,368 -30,862 (26.33) 755,828
SONIC AUTOMOTIVE INC CL A 81,609 -506 (0.62) 3,460,954
QLIK TECHNOLOGIES INC COM 51,773 -7,091 (12.05) 1,404,786


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