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 80
New Positions 15
Increased Positions 48
Decreased Positions 32
Positions with Activity 80
Sold Out Positions 22
Total Mkt Value (in $ millions) 6,058

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

Sector Weighting

Basic Materials 1.25%
Capital Goods 10.65%
Conglomerates
Consumer Cyclical 7.3%
Consumer/Non-Cyclical 0%
Energy 1.65%
Financial 6.52%
Healthcare 8.09%
Services 35.56%
Technology 25.33%
Transportation 1.36%
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 8,652 622 7.75 152,807
T-MOBILE US INC COM 18,987 1,335 7.56 644,288
COPART INC COM 69,044 1,639 2.43 2,011,766
UNITED TECHNOLOGIES CORP COM 69,820 1,657 2.43 636,578
AUTONATION INC COM 76,987 1,828 2.43 1,423,842
MICROSTRATEGY INC CL A NEW 124,576 2,094 1.71 892,503
FRANKLIN RES INC COM 89,229 2,118 2.43 1,575,931
AMERICAN INTL GROUP INC COM NEW 144,284 2,748 1.94 2,572,818
KAR AUCTION SVCS INC COM 164,431 3,733 2.32 5,462,836
SPRINT CORP COM SER 1 33,469 3,813 12.86 5,800,605
PVH CORP COM 79,214 4,410 5.90 668,920
GOOGLE INC CL C 40,136 4,916 13.96 69,457
GOOGLE INC CL A 40,849 5,004 13.96 69,457
RALPH LAUREN CORP CL A 85,853 7,222 9.19 508,006
HUMANA INC COM 137,522 8,262 6.39 1,099,739
CARNIVAL CORP PAIRED CTF 73,990 9,665 15.03 1,946,586
VCA INC COM 204,027 12,628 6.60 5,199,465
ALLSCRIPTS HEALTHCARE SOLUTNS COM 137,713 13,242 10.64 9,248,676
GROUP 1 AUTOMOTIVE INC COM 161,414 16,790 11.61 2,012,147
LUMBER LIQUIDATORS HLDGS INC COM 18,975 18,975 New 327,318