EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 62
New Positions 5
Increased Positions 32
Decreased Positions 30
Positions with Activity 62
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,428

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

Sector Weighting

Basic Materials 2.7%
Capital Goods 3.23%
Conglomerates
Consumer Cyclical 1.67%
Consumer/Non-Cyclical 4.25%
Energy
Financial 5.63%
Healthcare 1.99%
Services 36.23%
Technology 39.6%
Transportation
Utilities

32 INCREASED Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
BERRY PLASTICS GROUP INC COM 19,322 19,322 New 536,422
CALATLANTIC GROUP INC COM 75,988 75,988 New 2,347,485
COCA COLA ENTERPRISES INC NEW COM 94,606 94,606 New 1,802,712
LA QUINTA HLDGS INC COM 140,006 140,006 New 10,963,697
STARWOOD HOTELS&RESORTS WRLDWD COM 191,750 191,750 New 2,341,837
MONSANTO CO NEW COM 154,458 30 .02 1,648,778
DIAGEO P L C SPON ADR NEW 50,424 715 1.44 465,470
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 78,613 1,154 1.49 7,299,282
J ALEXANDERS HLDGS INC COM 12,985 191 1.49 1,260,728
TIM PARTICIPACOES S A SPONSORED ADR 22,202 326 1.49 2,001,950
THERMO FISHER SCIENTIFIC INC COM 100,863 1,491 1.50 699,225
WORLD WRESTLING ENTMT INC CL A 56,364 1,808 3.31 3,387,248
ZYNGA INC CL A 181,263 7,149 4.11 76,160,796
TAKE-TWO INTERACTIVE SOFTWARE COM 125,788 7,180 6.05 3,680,155
ACTIVISION BLIZZARD INC COM 109,929 6,772 6.56 3,189,121
KAR AUCTION SVCS INC COM 126,890 11,768 10.22 3,374,739
FOREST CITY RLTY TR INC COM CL A 131,896 12,685 10.64 6,347,276
SONIC AUTOMOTIVE INC CL A 59,822 6,553 12.30 3,188,831
MICROSTRATEGY INC CL A NEW 163,269 22,946 16.35 910,490
ARRIS INTL INC SHS 141,722 28,806 25.51 6,224,055