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
SONIC AUTOMOTIVE INC CL A 82,812 276 .33 3,482,405
GOOGLE INC CL A 38,032 542 1.45 70,035
APPLE INC COM 135,594 1,126 .84 1,077,850
FRANKLIN RES INC COM 82,947 1,181 1.45 1,589,014
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
FORTUNE BRANDS HOME & SEC INC COM 80,632 1,919 2.44 1,806,676
INTERXION HOLDING N.V SHS 186,768 3,196 1.74 6,058,008
REMY INTL INC NEW COM 23,599 4,791 25.47 1,046,058
ALLSCRIPTS HEALTHCARE SOLUTNS COM 144,043 7,792 5.72 10,789,707
INVENSENSE INC COM 8,404 8,404 New 550,000
GOPRO INC CL A 11,539 9,152 383.40 241,700
GRAPHIC PACKAGING HLDG CO COM 10,074 10,074 New 703,461
NATIONAL OILWELL VARCO INC COM 123,997 11,772 10.49 2,238,213
MCDONALDS CORP COM 117,705 14,212 13.73 1,224,438
BAIDU INC SPON ADR REP A 100,217 16,322 19.46 514,617
AMERICAN INTL GROUP INC COM NEW 166,877 16,796 11.19 2,877,196
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 87,176 17,698 25.47 5,850,763
ENDO INTL PLC SHS 17,733 17,733 New 209,437
COGNIZANT TECHNOLOGY SOLUTIONS CL A 123,830 18,910 18.02 2,030,002


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