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) 6,715

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

Sector Weighting

Basic Materials 3.05%
Capital Goods 7.02%
Conglomerates
Consumer Cyclical 5.47%
Consumer/Non-Cyclical 2.41%
Energy 1.67%
Financial 8.33%
Healthcare 3.35%
Services 36.75%
Technology 27.44%
Transportation 0%
Utilities

48 INCREASED 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 296,290 59,685 25.23 5,718,779
GENPACT LIMITED SHS 191,322 30,527 18.99 8,307,494
INTERXION HOLDING N.V SHS 175,258 2,999 1.74 6,058,008
ZYNGA INC CL A 173,000 67,335 63.73 62,454,780
COPART INC COM 162,279 49,978 44.50 4,363,507
AMERICAN INTL GROUP INC COM NEW 155,455 15,647 11.19 2,877,196
PANDORA MEDIA INC COM 139,846 139,846 New 8,569,012
APPLE INC COM 132,845 1,103 .84 1,077,850
COGNIZANT TECHNOLOGY SOLUTIONS CL A 127,890 19,530 18.02 2,030,002
ALLSCRIPTS HEALTHCARE SOLUTNS COM 127,642 6,905 5.72 10,789,707
PVH CORP COM 120,910 53,531 79.45 1,163,605
ZIMMER HLDGS INC COM 120,544 33,594 38.64 1,025,908
MCDONALDS CORP COM 118,722 14,335 13.73 1,224,438
DARLING INGREDIENTS INC COM 115,508 115,508 New 8,262,343
DRIL-QUIP INC COM 112,192 24,415 27.81 1,643,593
NATIONAL OILWELL VARCO INC COM 110,232 10,465 10.49 2,238,213
BAIDU INC SPON ADR REP A 106,696 17,377 19.46 514,617
BERRY PLASTICS GROUP INC COM 103,792 30,382 41.39 2,929,508
CARNIVAL CORP PAIRED CTF 100,187 1,427 1.45 2,126,202
B/E AEROSPACE INC COM 98,721 98,721 New 1,588,692