EMINENCE CAPITAL, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 75
New Positions 17
Increased Positions 40
Decreased Positions 35
Positions with Activity 75
Sold Out Positions 7
Total Mkt Value (in $ millions) 6,772

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

Sector Weighting

Basic Materials 2.4%
Capital Goods 8.04%
Conglomerates
Consumer Cyclical 5.41%
Consumer/Non-Cyclical
Energy 1.47%
Financial 8.85%
Healthcare 8.93%
Services 37.25%
Technology 23.51%
Transportation 1.33%
Utilities

40 INCREASED Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
AMERICAN INTL GROUP INC COM NEW 132,511 757 .58 2,587,605
GOPRO INC CL A 2,521 2,521 New 50,000
LIBERTY INTERACTIVE CORP LBT VENT COM A 6,791 2,893 74.22 179,571
EBAY INC COM 258,567 3,789 1.49 4,612,321
TRIBUNE PUBG CO COM 4,030 4,030 New 186,813
GROUP 1 AUTOMOTIVE INC COM 170,148 4,186 2.52 2,062,895
SPRINT CORP COM SER 1 30,466 5,118 20.19 6,971,702
VIRNETX HLDG CORP COM 6,103 6,103 New 1,080,211
CARNIVAL CORP PAIRED CTF 98,005 6,983 7.67 2,095,919
UNITED TECHNOLOGIES CORP COM 83,750 8,156 10.79 705,263
FOSSIL GROUP INC COM 277,284 8,774 3.27 2,795,482
CTRIP COM INTL LTD AMERICAN DEP SHS 33,426 9,860 41.84 675,000
HUMANA INC COM 178,428 11,268 6.74 1,173,871
HERTZ GLOBAL HOLDINGS INC COM 11,782 11,782 New 539,217
ALLSCRIPTS HEALTHCARE SOLUTNS COM 128,086 12,015 10.35 10,206,053
AUTONATION INC COM 99,590 14,287 16.75 1,662,323
SONIC AUTOMOTIVE INC CL A 91,421 14,764 19.26 3,470,818
BRUKER CORP COM 15,463 15,463 New 830,000
LIBERTY INTERACTIVE CORP INT COM SER A 36,680 15,626 74.22 1,263,071
MONSANTO CO NEW COM 94,293 17,041 22.06 791,649