EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 86
New Positions 18
Increased Positions 48
Decreased Positions 38
Positions with Activity 86
Sold Out Positions 17
Total Mkt Value (in $ millions) 6,703

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

Sector Weighting

Basic Materials 3.04%
Capital Goods 7.01%
Conglomerates
Consumer Cyclical 5.49%
Consumer/Non-Cyclical 2.43%
Energy 1.69%
Financial 8.41%
Healthcare 3.32%
Services 36.76%
Technology 27.37%
Transportation 0%
Utilities

48 INCREASED Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AVIS BUDGET GROUP COM 81,812 81,812 New 1,435,041
B/E AEROSPACE INC COM 97,657 97,657 New 1,588,692
CORNERSTONE ONDEMAND INC COM 39,745 39,745 New 1,366,280
DARLING INGREDIENTS INC COM 117,160 117,160 New 8,262,343
ENDO INTL PLC SHS 18,489 18,489 New 209,437
FIREEYE INC COM 59,070 59,070 New 1,506,496
FLOWSERVE CORP COM 54,786 54,786 New 956,453
FORTINET INC COM 52,097 52,097 New 1,573,926
GRAPHIC PACKAGING HLDG CO COM 10,179 10,179 New 703,461
INTERCONTINENTAL EXCHANGE INC COM 91,787 91,787 New 397,434
INVENSENSE INC COM 8,267 8,267 New 550,000
MELCO CROWN ENTMT LTD ADR 44,643 44,643 New 1,969,256
MGM RESORTS INTERNATIONAL COM 58,563 58,563 New 2,700,000
MONDELEZ INTL INC CL A 19,022 19,022 New 531,256
PANDORA MEDIA INC COM 135,819 135,819 New 8,569,012
QLIK TECHNOLOGIES INC COM 49,577 49,577 New 1,597,186
SANDERSON FARMS INC COM 26,844 26,844 New 342,000
TIME WARNER CABLE INC COM 73,943 73,943 New 496,092
SONIC AUTOMOTIVE INC CL A 85,214 284 .33 3,482,405
APPLE INC COM 132,985 1,104 .84 1,077,850