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) 6,329

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

Sector Weighting

Basic Materials
Capital Goods 11.45%
Conglomerates
Consumer Cyclical 6.46%
Consumer/Non-Cyclical 1.34%
Energy 0.41%
Financial 9.09%
Healthcare 8.35%
Services 32.8%
Technology 27.04%
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
AGILENT TECHNOLOGIES INC COM 47,859 47,859 New 842,000
ARMSTRONG WORLD INDS INC NEW COM 7,813 7,813 New 141,815
CADENCE DESIGN SYSTEM INC COM 146,048 146,048 New 8,555,820
DRIL-QUIP INC COM 26,171 26,171 New 245,600
GAMING & LEISURE PPTYS INC COM 8,064 8,064 New 230,000
GAP INC DEL COM 61,737 61,737 New 1,537,288
MCDONALDS CORP COM 94,873 94,873 New 995,000
RALPH LAUREN CORP CL A 75,151 75,151 New 465,272
RESTORATION HARDWARE HLDGS INC COM 109,347 109,347 New 1,252,829
SIGNET JEWELERS LIMITED SHS 16,278 16,278 New 152,000
TIBCO SOFTWARE INC COM 68,528 68,528 New 3,445,362
URBAN OUTFITTERS INC COM 44,558 44,558 New 1,276,381
ZELTIQ AESTHETICS INC COM 11,992 11,992 New 743,000
LENNAR CORP CL A 97,519 207 .21 2,483,299
AMERICAN INTL GROUP INC COM NEW 139,239 3,584 2.64 2,523,825
SIRONA DENTAL SYSTEMS INC COM 117,530 5,177 4.61 1,436,620
AUTONATION INC COM 78,468 3,589 4.79 1,390,042
NATIONAL OILWELL VARCO INC COM 297,729 15,125 5.35 3,484,250
NOW INC COM 29,128 1,480 5.35 871,063
FRANKLIN RES INC COM 88,803 5,752 6.93 1,538,516


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