EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 86
New Positions 18
Increased Positions 48
Decreased Positions 38
Positions with Activity 86
Sold Out Positions 17
Total Mkt Value (in $ millions) 6,788

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

Sector Weighting

Basic Materials 2.95%
Capital Goods 7.01%
Conglomerates
Consumer Cyclical 5.63%
Consumer/Non-Cyclical 2.39%
Energy 1.91%
Financial 8.52%
Healthcare 3.29%
Services 36.33%
Technology 27.52%
Transportation 0%
Utilities

48 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
HERTZ GLOBAL HOLDINGS INC COM 95,161 83,713 731.27 4,482,363
B/E AEROSPACE INC COM 94,845 94,845 New 1,588,692
MONSANTO CO NEW COM 93,653 1,307 1.42 802,851
CARNIVAL CORP PAIRED CTF 92,277 1,314 1.45 2,126,202
INTERCONTINENTAL EXCHANGE INC COM 92,272 92,272 New 397,434
GOOGLE INC CL C 91,491 54,847 149.67 172,365
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 87,176 17,698 25.47 5,850,763
FRANKLIN RES INC COM 82,947 1,181 1.45 1,589,014
SONIC AUTOMOTIVE INC CL A 82,812 276 .33 3,482,405
FORTUNE BRANDS HOME & SEC INC COM 80,632 1,919 2.44 1,806,676
TIME WARNER CABLE INC COM 77,713 77,713 New 496,092
AVIS BUDGET GROUP COM 77,076 77,076 New 1,435,041
FIREEYE INC COM 61,073 61,073 New 1,506,496
FORTINET INC COM 59,557 59,557 New 1,573,926
QLIK TECHNOLOGIES INC COM 55,726 55,726 New 1,597,186
MGM RESORTS INTERNATIONAL COM 54,378 54,378 New 2,700,000
FLOWSERVE CORP COM 53,542 53,542 New 956,453
XOOM CORP COM 44,410 28,503 179.19 2,449,508
MELCO CROWN ENTMT LTD ADR 40,094 40,094 New 1,969,256
CORNERSTONE ONDEMAND INC COM 38,966 38,966 New 1,366,280


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