EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2016

Position Statistics

Total Positions 60
New Positions 7
Increased Positions 26
Decreased Positions 31
Positions with Activity 57
Sold Out Positions 15
Total Mkt Value (in $ millions) 5,850

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

Sector Weighting

Basic Materials 4.03%
Capital Goods 9.64%
Conglomerates
Consumer Cyclical 1.82%
Consumer/Non-Cyclical 3.24%
Energy
Financial 9.89%
Healthcare 0%
Services 26.68%
Technology 41.27%
Transportation
Utilities

26 INCREASED Positions as of 03/31/2016

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ANTHEM INC COM 45,990 45,990 New 351,877
CITIZENS FINL GROUP INC COM 50,219 50,219 New 2,128,839
HUMANA INC COM 133,967 133,967 New 771,078
LENNAR CORP CL A 138,804 138,804 New 3,034,630
RALPH LAUREN CORP CL A 57,123 57,123 New 607,234
VIASAT INC COM 9,961 9,961 New 142,137
ZEBRA TECHNOLOGIES CORP CL A 70,403 70,403 New 1,332,889
WEBSTER FINL CORP CONN COM 132,573 3,328 2.58 3,392,359
MONSANTO CO NEW COM 185,633 5,108 2.83 1,695,431
J ALEXANDERS HLDGS INC COM 13,307 384 2.97 1,298,228
PTC INC COM 111,408 3,218 2.98 3,098,982
INTERCONTINENTAL EXCHANGE INC COM 189,119 6,572 3.60 699,897
BAIDU INC SPON ADR REP A 319,617 11,941 3.88 1,727,567
CARNIVAL CORP PAIRED CTF 156,299 6,583 4.40 3,216,038
KAR AUCTION SVCS INC COM 149,283 10,143 7.29 3,620,747
ARRIS INTL INC SHS 189,503 42,926 29.29 8,046,816
TAKE-TWO INTERACTIVE SOFTWARE COM 187,140 44,350 31.06 4,823,205
PANDORA MEDIA INC COM 163,674 41,087 33.52 14,332,213
AMBARELLA INC SHS 25,958 8,663 50.09 631,114
S&P GLOBAL INC COM 189,283 75,502 66.36 1,698,065


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