EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 79
New Positions 10
Increased Positions 34
Decreased Positions 44
Positions with Activity 78
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,349

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

Sector Weighting

Basic Materials 4.31%
Capital Goods 3.04%
Conglomerates
Consumer Cyclical 6.61%
Consumer/Non-Cyclical 1.97%
Energy 2.22%
Financial 7.95%
Healthcare 1.84%
Services 38.71%
Technology 30.24%
Transportation
Utilities

34 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AMBARELLA INC SHS 41,840 41,840 New 500,000
DOLLAR TREE INC COM 56,031 56,031 New 725,972
FLEETCOR TECHNOLOGIES INC COM 45,990 45,990 New 298,151
GRAHAM HLDGS CO COM 26,972 26,972 New 24,836
HOMEAWAY INC COM 119,857 119,857 New 4,205,511
MICHAEL KORS HLDGS LTD SHS 82,522 82,522 New 1,338,998
PRECISION CASTPARTS CORP COM 92,460 92,460 New 420,887
PTC INC COM 76,310 76,310 New 1,858,961
REXNORD CORP NEW COM 57,643 57,643 New 2,236,819
TRIPADVISOR INC COM 196,261 196,261 New 2,445,007
TIME WARNER CABLE INC COM 85,798 877 1.03 501,213
WORLD WRESTLING ENTMT INC CL A 44,273 540 1.24 3,279,502
ZYNGA INC CL A 188,147 5,154 2.82 64,213,964
MICROSTRATEGY INC CL A NEW 155,349 7,042 4.75 886,192
EBAY INC COM 196,954 9,834 5.26 3,297,954
AUTODESK INC COM 181,211 11,900 7.03 3,213,529
COPART INC COM 166,965 11,668 7.51 4,691,344
ASBURY AUTOMOTIVE GROUP INC COM 166,649 15,395 10.18 1,940,707
KAR AUCTION SVCS INC COM 134,692 12,941 10.63 3,586,997
DRIL-QUIP INC COM 140,877 14,699 11.65 1,835,055


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