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 79
New Positions 15
Increased Positions 48
Decreased Positions 31
Positions with Activity 79
Sold Out Positions 21
Total Mkt Value (in $ millions) 5,882

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

Sector Weighting

Basic Materials 1.24%
Capital Goods 10.13%
Conglomerates
Consumer Cyclical 7.12%
Consumer/Non-Cyclical
Energy 1.52%
Financial 6.65%
Healthcare 8.62%
Services 34.88%
Technology 25.79%
Transportation 1.52%
Utilities

48 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 330,352 44,896 15.73 5,995,492
NATIONAL OILWELL VARCO INC COM 297,400 32,248 12.16 3,908,014
EBAY INC COM 257,368 41,188 19.05 4,544,728
FOSSIL GROUP INC COM 254,190 80,356 46.23 2,707,024
VCA INC COM 204,495 12,657 6.60 5,199,465
KAR AUCTION SVCS INC COM 156,401 3,551 2.32 5,462,836
EQUINIX INC COM NEW 150,357 68,905 84.60 707,627
MCGRAW HILL FINL INC COM 149,007 34,547 30.18 1,764,442
DOLLAR GEN CORP NEW COM 147,267 45,523 44.74 2,409,861
GROUP 1 AUTOMOTIVE INC COM 146,303 15,218 11.61 2,012,147
HUMANA INC COM 143,285 8,609 6.39 1,099,739
AMERICAN INTL GROUP INC COM NEW 138,984 2,647 1.94 2,572,818
INTERXION HOLDING N.V SHS 134,367 35,083 35.34 4,852,530
TIBCO SOFTWARE INC COM 124,946 43,532 53.47 5,287,591
ALLSCRIPTS HEALTHCARE SOLUTNS COM 124,071 11,931 10.64 9,248,676
MADISON SQUARE GARDEN CO CL A 122,100 122,100 New 1,846,636
CHARTER COMMUNICATIONS INC DEL CL A NEW 116,943 19,935 20.55 772,561
MICROSTRATEGY INC CL A NEW 116,775 1,963 1.71 892,503
VALEANT PHARMACEUTICALS INTL I COM 98,822 98,822 New 753,216
BAIDU INC SPON ADR REP A 94,584 94,584 New 433,414


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