EMINENCE CAPITAL LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 69
New Positions 16
Increased Positions 37
Decreased Positions 32
Positions with Activity 69
Sold Out Positions 8
Total Mkt Value (in $ millions) 5,641

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

Sector Weighting

Basic Materials
Capital Goods 13%
Conglomerates 0%
Consumer Cyclical 4.43%
Consumer/Non-Cyclical 2.97%
Energy
Financial 10.18%
Healthcare 8.84%
Services 29.46%
Technology 27.35%
Transportation 2.56%
Utilities

37 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
AUTODESK INC COM 277,724 196,907 243.64 5,666,688
NATIONAL OILWELL VARCO INC COM 271,955 79,951 41.64 3,307,247
MENS WEARHOUSE INC COM 222,734 222,734 New 4,684,200
EBAY INC COM 211,943 27,537 14.93 3,820,866
GENPACT LIMITED SHS 175,672 29,684 20.33 10,213,516
FOSSIL GROUP INC COM 166,060 28,722 20.91 1,518,753
EQUINIX INC COM NEW 137,186 92,731 208.60 760,074
ALLSCRIPTS HEALTHCARE SOLUTNS COM 135,967 11,153 8.94 8,487,352
AMERICAN INTL GROUP INC COM NEW 125,402 5,950 4.98 2,458,871
ZEBRA TECHNOLOGIES CORP CL A 121,589 209 .17 1,815,310
KAR AUCTION SVCS INC COM 121,499 121,499 New 3,988,819
ALLERGAN INC COM 117,108 117,108 New 715,600
HUMANA INC COM 115,949 115,949 New 1,074,792
ASBURY AUTOMOTIVE GROUP INC COM 100,112 3,513 3.64 1,822,538
GROUP 1 AUTOMOTIVE INC COM 97,021 32,062 49.36 1,498,853
LENNAR CORP CL A 95,230 23,584 32.92 2,478,017
JOS A BANK CLOTHIERS INC COM 88,369 88,369 New 1,371,756
VALMONT INDS INC COM 87,028 87,028 New 561,400
INTERXION HOLDING N.V SHS 84,980 15,258 21.89 3,211,623
FORTINET INC COM 75,347 32,489 75.80 3,420,206


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