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) 6,218

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

Sector Weighting

Basic Materials
Capital Goods 11.26%
Conglomerates
Consumer Cyclical 6.44%
Consumer/Non-Cyclical 1.36%
Energy 0.41%
Financial 8.94%
Healthcare 8.63%
Services 32.43%
Technology 27.47%
Transportation 1.83%
Utilities

34 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
LENNAR CORP CL A 91,957 196 .21 2,483,299
NOW INC COM 28,815 1,464 5.35 871,063
AMERICAN INTL GROUP INC COM NEW 133,889 3,446 2.64 2,523,825
AUTONATION INC COM 75,910 3,472 4.79 1,390,042
ZYNGA INC CL A 41,009 4,973 13.80 14,044,154
SIRONA DENTAL SYSTEMS INC COM 117,717 5,186 4.61 1,436,620
FRANKLIN RES INC COM 86,265 5,588 6.93 1,538,516
ARMSTRONG WORLD INDS INC NEW COM 6,962 6,962 New 141,815
GAMING & LEISURE PPTYS INC COM 7,841 7,841 New 230,000
INTERXION HOLDING N.V SHS 99,535 10,380 11.64 3,585,543
SPRINT CORP COM SER 1 39,885 11,737 41.70 5,139,786
T-MOBILE US INC COM 18,533 11,850 177.32 599,000
SONIC AUTOMOTIVE INC CL A 83,944 13,597 19.33 3,395,801
NATIONAL OILWELL VARCO INC COM 284,768 14,466 5.35 3,484,250
ZELTIQ AESTHETICS INC COM 15,856 15,856 New 743,000
SIGNET JEWELERS LIMITED SHS 15,878 15,878 New 152,000
VALMONT INDS INC COM 101,009 17,260 20.61 677,097
CHARTER COMMUNICATIONS INC DEL CL A NEW 103,672 19,476 23.13 640,861
ASBURY AUTOMOTIVE GROUP INC COM 148,674 22,446 17.78 2,146,614
GROUP 1 AUTOMOTIVE INC COM 134,348 22,654 20.28 1,802,848