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 80
New Positions 11
Increased Positions 35
Decreased Positions 44
Positions with Activity 79
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,243

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

Sector Weighting

Basic Materials 3.99%
Capital Goods 2.8%
Conglomerates
Consumer Cyclical 6.14%
Consumer/Non-Cyclical 1.84%
Energy 2.15%
Financial 8.3%
Healthcare 1.78%
Services 39.99%
Technology 29.86%
Transportation
Utilities

35 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FOSSIL GROUP INC COM 226,418 31,077 15.91 3,154,328
AMERICAN INTL GROUP INC COM NEW 214,822 36,206 20.27 3,460,406
TRIPADVISOR INC COM 212,398 212,398 New 2,445,007
GNC HLDGS INC COM CL A 204,117 37,338 22.39 4,560,246
EBAY INC COM 203,978 10,185 5.26 3,297,954
ZYNGA INC CL A 182,368 4,996 2.82 64,213,964
ASBURY AUTOMOTIVE GROUP INC COM 176,721 16,325 10.18 1,940,707
GROUP 1 AUTOMOTIVE INC COM 170,604 27,969 19.61 1,870,246
COPART INC COM 166,683 11,648 7.51 4,691,344
AUTODESK INC COM 163,344 10,727 7.03 3,213,529
GOOGLE INC CL C 153,808 63,593 70.49 293,864
MICROSTRATEGY INC CL A NEW 152,930 6,932 4.75 886,192
CARNIVAL CORP PAIRED CTF 142,755 36,743 34.66 2,863,119
KAR AUCTION SVCS INC COM 135,337 13,003 10.63 3,586,997
DRIL-QUIP INC COM 134,179 14,000 11.65 1,835,055
HOMEAWAY INC COM 131,086 131,086 New 4,205,511
BAIDU INC SPON ADR REP A 121,118 19,723 19.45 614,718
EQUINIX INC COM PAR $0.001 117,487 19,379 19.75 460,120
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 115,904 24,983 27.48 7,458,417
CORNERSTONE ONDEMAND INC COM 90,691 41,847 85.67 2,536,818