EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 79
New Positions 15
Increased Positions 48
Decreased Positions 31
Positions with Activity 79
Sold Out Positions 21
Total Mkt Value (in $ millions) 5,989

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

Sector Weighting

Basic Materials 1.23%
Capital Goods 10.46%
Conglomerates
Consumer Cyclical 7.39%
Consumer/Non-Cyclical
Energy 1.57%
Financial 6.58%
Healthcare 8.54%
Services 34.8%
Technology 25.49%
Transportation 1.42%
Utilities

48 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ARMSTRONG WORLD INDS INC NEW COM 8,634 621 7.75 152,807
T-MOBILE US INC COM 19,573 1,376 7.56 644,288
COPART INC COM 67,917 1,612 2.43 2,011,766
UNITED TECHNOLOGIES CORP COM 68,954 1,637 2.43 636,578
AUTONATION INC COM 73,798 1,752 2.43 1,423,842
MICROSTRATEGY INC CL A NEW 121,969 2,050 1.71 892,503
FRANKLIN RES INC COM 87,275 2,072 2.43 1,575,931
AMERICAN INTL GROUP INC COM NEW 142,534 2,714 1.94 2,572,818
KAR AUCTION SVCS INC COM 166,944 3,790 2.32 5,462,836
SPRINT CORP COM SER 1 40,256 4,586 12.86 5,800,605
PVH CORP COM 84,271 4,691 5.90 668,920
GOOGLE INC CL C 39,806 4,876 13.96 69,457
GOOGLE INC CL A 40,399 4,949 13.96 69,457
RALPH LAUREN CORP CL A 86,864 7,307 9.19 508,006
HUMANA INC COM 140,393 8,435 6.39 1,099,739
CARNIVAL CORP PAIRED CTF 76,715 10,021 15.03 1,946,586
ALLSCRIPTS HEALTHCARE SOLUTNS COM 132,996 12,789 10.64 9,248,676
VCA INC COM 215,050 13,311 6.60 5,199,465
GROUP 1 AUTOMOTIVE INC COM 151,072 15,714 11.61 2,012,147
LUMBER LIQUIDATORS HLDGS INC COM 19,194 19,194 New 327,318


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