EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 80
New Positions 15
Increased Positions 48
Decreased Positions 32
Positions with Activity 80
Sold Out Positions 22
Total Mkt Value (in $ millions) 5,974

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

Sector Weighting

Basic Materials 1.3%
Capital Goods 10.67%
Conglomerates
Consumer Cyclical 7.17%
Consumer/Non-Cyclical 0%
Energy 1.67%
Financial 6.47%
Healthcare 8.1%
Services 35.37%
Technology 25.68%
Transportation 1.39%
Utilities

48 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NATIONAL OILWELL VARCO INC COM 326,788 35,435 12.16 3,908,014
AUTODESK INC COM 322,258 43,796 15.73 5,995,492
FOSSIL GROUP INC COM 267,616 84,601 46.23 2,707,024
EBAY INC COM 244,279 39,094 19.05 4,544,728
VCA INC COM 202,753 12,550 6.60 5,199,465
KAR AUCTION SVCS INC COM 163,940 3,722 2.32 5,462,836
GROUP 1 AUTOMOTIVE INC COM 157,591 16,392 11.61 2,012,147
EQUINIX INC COM NEW 156,173 71,571 84.60 707,627
DOLLAR GEN CORP NEW COM 153,243 47,370 44.74 2,409,861
AMERICAN INTL GROUP INC COM NEW 140,527 2,676 1.94 2,572,818
MCGRAW HILL FINL INC COM 140,044 32,469 30.18 1,764,442
HUMANA INC COM 135,191 8,122 6.39 1,099,739
ALLSCRIPTS HEALTHCARE SOLUTNS COM 133,181 12,807 10.64 9,248,676
INTERXION HOLDING N.V SHS 131,698 34,386 35.34 4,852,530
MICROSTRATEGY INC CL A NEW 123,772 2,080 1.71 892,503
CHARTER COMMUNICATIONS INC DEL CL A NEW 120,635 20,565 20.55 772,561
MADISON SQUARE GARDEN CO CL A 116,043 116,043 New 1,846,636
TIBCO SOFTWARE INC COM 112,097 39,055 53.47 5,287,591
DRIL-QUIP INC COM 99,799 75,332 307.90 1,001,792
BAIDU INC SPON ADR REP A 94,575 94,575 New 433,414