EMINENCE CAPITAL LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 74
New Positions 13
Increased Positions 34
Decreased Positions 40
Positions with Activity 74
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,293

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

Sector Weighting

Basic Materials
Capital Goods 11.56%
Conglomerates
Consumer Cyclical 6.51%
Consumer/Non-Cyclical 1.35%
Energy 0.41%
Financial 8.9%
Healthcare 8.21%
Services 33.11%
Technology 26.85%
Transportation 1.82%
Utilities

34 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
PVH CORP COM 72,580 60,567 504.18 631,680
TIBCO SOFTWARE INC COM 66,220 66,220 New 3,445,362
GAP INC DEL COM 62,983 62,983 New 1,537,288
AGILENT TECHNOLOGIES INC COM 47,565 47,565 New 842,000
ZYNGA INC CL A 43,818 5,313 13.80 14,044,154
URBAN OUTFITTERS INC COM 43,116 43,116 New 1,276,381
SPRINT CORP COM SER 1 42,403 12,478 41.70 5,139,786
NOW INC COM 30,113 1,530 5.35 871,063
DRIL-QUIP INC COM 25,938 25,938 New 245,600
T-MOBILE US INC COM 19,695 12,593 177.32 599,000
SIGNET JEWELERS LIMITED SHS 16,907 16,907 New 152,000
ZELTIQ AESTHETICS INC COM 10,291 10,291 New 743,000
GAMING & LEISURE PPTYS INC COM 8,218 8,218 New 230,000
ARMSTRONG WORLD INDS INC NEW COM 7,862 7,862 New 141,815


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