EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 75
New Positions 14
Increased Positions 39
Decreased Positions 33
Positions with Activity 72
Sold Out Positions 16
Total Mkt Value (in $ millions) 6,378

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

Sector Weighting

Basic Materials 4.79%
Capital Goods 2.41%
Conglomerates
Consumer Cyclical 9.31%
Consumer/Non-Cyclical 2.88%
Energy 0%
Financial 10.79%
Healthcare 0.93%
Services 33.49%
Technology 32.85%
Transportation 0.43%
Utilities

39 INCREASED Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
GOOGLE INC CL A 35,326 203 .58 53,550
CORNERSTONE ONDEMAND INC COM 92,294 537 .59 2,551,665
MICROSTRATEGY INC CL A NEW 178,672 556 .31 888,960
UNIVAR INC COM 557 557 New 25,000
COPART INC COM 166,056 1,906 1.16 4,745,815
TRIPADVISOR INC COM 175,935 3,318 1.92 2,492,001
EQUINIX INC COM PAR $0.001 127,691 4,020 3.25 475,076
KAR AUCTION SVCS INC COM 142,495 8,378 6.25 3,811,057
FLEETCOR TECHNOLOGIES INC COM 56,607 11,485 25.45 374,040
GOOGLE INC CL C 198,736 13,490 7.28 315,264
TIM PARTICIPACOES S A SPONSORED ADR 15,778 15,778 New 1,289,051
GROUP 1 AUTOMOTIVE INC COM 187,841 23,166 14.07 2,133,344
PTC INC COM 87,440 23,956 37.74 2,560,459
PVH CORP COM 123,168 24,478 24.80 1,052,897
CARNIVAL CORP PAIRED CTF 166,222 24,498 17.29 3,358,018
FOSSIL GROUP INC COM 220,525 26,218 13.49 3,579,948
CANADIAN PAC RY LTD COM 27,357 27,357 New 187,170
ZYNGA INC CL A 192,341 30,522 18.86 76,325,768
ENDO INTL PLC SHS 59,239 30,891 108.97 752,724
AUTONATION INC COM 115,458 30,972 36.66 1,907,774


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