EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 62
New Positions 5
Increased Positions 32
Decreased Positions 30
Positions with Activity 62
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,428

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

Sector Weighting

Basic Materials 2.7%
Capital Goods 3.23%
Conglomerates
Consumer Cyclical 1.67%
Consumer/Non-Cyclical 4.25%
Energy
Financial 5.63%
Healthcare 1.99%
Services 36.23%
Technology 39.6%
Transportation
Utilities

32 INCREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 782,399 385,211 96.99 13,079,213
YAHOO INC COM 267,473 87,311 48.46 7,308,017
YUM BRANDS INC COM 213,940 99,503 86.95 2,689,036
STARWOOD HOTELS&RESORTS WRLDWD COM 191,750 191,750 New 2,341,837
ZYNGA INC CL A 181,263 7,149 4.11 76,160,796
MICROSTRATEGY INC CL A NEW 163,269 22,946 16.35 910,490
INTERCONTINENTAL EXCHANGE INC COM 162,159 36,833 29.39 675,577
MONSANTO CO NEW COM 154,458 30 .02 1,648,778
CARNIVAL CORP PAIRED CTF 151,103 39,602 35.52 3,080,592
ASBURY AUTOMOTIVE GROUP INC COM 145,120 76,189 110.53 2,393,923
GROUP 1 AUTOMOTIVE INC COM 144,158 38,182 36.03 2,189,523
ARRIS INTL INC SHS 141,722 28,806 25.51 6,224,055
LA QUINTA HLDGS INC COM 140,006 140,006 New 10,963,697
FOREST CITY RLTY TR INC COM CL A 131,896 12,685 10.64 6,347,276
KAR AUCTION SVCS INC COM 126,890 11,768 10.22 3,374,739
TAKE-TWO INTERACTIVE SOFTWARE COM 125,788 7,180 6.05 3,680,155
ACTIVISION BLIZZARD INC COM 109,929 6,772 6.56 3,189,121
TAILORED BRANDS INC COM 107,011 37,717 54.43 6,143,005
PANDORA MEDIA INC COM 106,593 36,836 52.81 10,734,443
THERMO FISHER SCIENTIFIC INC COM 100,863 1,491 1.50 699,225


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