EMINENCE CAPITAL, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 75
New Positions 17
Increased Positions 40
Decreased Positions 35
Positions with Activity 75
Sold Out Positions 7
Total Mkt Value (in $ millions) 6,585

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

Sector Weighting

Basic Materials 2.48%
Capital Goods 8.07%
Conglomerates
Consumer Cyclical 5.51%
Consumer/Non-Cyclical
Energy 1.45%
Financial 8.74%
Healthcare 9.04%
Services 35.11%
Technology 25.42%
Transportation 1.31%
Utilities

40 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FOSSIL GROUP INC COM 273,398 8,651 3.27 2,795,482
EBAY INC COM 244,453 3,582 1.49 4,612,321
GNC HLDGS INC COM CL A 187,590 187,590 New 4,230,725
HUMANA INC COM 171,902 10,856 6.74 1,173,871
GROUP 1 AUTOMOTIVE INC COM 165,836 4,080 2.52 2,062,895
INTERXION HOLDING N.V SHS 162,494 30,068 22.71 5,954,333
LENNAR CORP CL A 137,903 44,929 48.32 3,070,648
AMERICAN INTL GROUP INC COM NEW 126,456 723 .58 2,587,605
OUTFRONT MEDIA INC COM 125,501 98,915 372.05 4,426,841
APPLE INC COM 125,232 125,232 New 1,068,900
SENSATA TECHNOLOGIES HLDG NV SHS 123,189 55,614 82.30 2,497,755
ALLSCRIPTS HEALTHCARE SOLUTNS COM 121,554 11,402 10.35 10,206,053
COPART INC COM 110,519 36,889 50.10 3,019,655
MCDONALDS CORP COM 99,521 99,521 New 1,076,598
AUTONATION INC COM 99,108 14,218 16.75 1,662,323
ZYNGA INC CL A 97,654 29,733 43.78 38,146,089
DRIL-QUIP INC COM 95,454 21,091 28.36 1,285,922
MONSANTO CO NEW COM 93,399 16,880 22.06 791,649
COGNIZANT TECHNOLOGY SOLUTIONS CL A 93,104 93,104 New 1,720,000
CARNIVAL CORP PAIRED CTF 92,137 6,565 7.67 2,095,919