EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 79
New Positions 10
Increased Positions 34
Decreased Positions 44
Positions with Activity 78
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,307

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

Sector Weighting

Basic Materials 4.23%
Capital Goods 2.92%
Conglomerates
Consumer Cyclical 6.01%
Consumer/Non-Cyclical 1.96%
Energy 2.19%
Financial 8.32%
Healthcare 1.86%
Services 38.77%
Technology 30.52%
Transportation
Utilities

34 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FOSSIL GROUP INC COM 226,638 31,108 15.91 3,154,328
EBAY INC COM 206,320 10,302 5.26 3,297,954
AMERICAN INTL GROUP INC COM NEW 203,057 34,223 20.27 3,460,406
GNC HLDGS INC COM CL A 202,293 37,005 22.39 4,560,246
ZYNGA INC CL A 188,789 5,172 2.82 64,213,964
TRIPADVISOR INC COM 187,067 187,067 New 2,445,007
AUTODESK INC COM 174,784 11,478 7.03 3,213,529
ASBURY AUTOMOTIVE GROUP INC COM 166,765 15,406 10.18 1,940,707
COPART INC COM 160,444 11,212 7.51 4,691,344
GOOGLE INC CL C 156,920 64,879 70.49 293,864
MICROSTRATEGY INC CL A NEW 156,094 7,076 4.75 886,192
GROUP 1 AUTOMOTIVE INC COM 154,838 25,385 19.61 1,870,246
DRIL-QUIP INC COM 138,381 14,438 11.65 1,835,055
CARNIVAL CORP PAIRED CTF 133,937 34,473 34.66 2,863,119
KAR AUCTION SVCS INC COM 132,898 12,769 10.63 3,586,997
HOMEAWAY INC COM 127,679 127,679 New 4,205,511
EQUINIX INC COM PAR $0.001 124,301 20,502 19.75 460,120
BAIDU INC SPON ADR REP A 123,903 20,176 19.45 614,718
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 116,575 25,128 27.48 7,458,417
TIME WARNER CABLE INC COM 90,359 923 1.03 501,213


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