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 80
New Positions 11
Increased Positions 35
Decreased Positions 44
Positions with Activity 79
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,252

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

Sector Weighting

Basic Materials 4%
Capital Goods 2.79%
Conglomerates
Consumer Cyclical 6.04%
Consumer/Non-Cyclical 1.84%
Energy 2.13%
Financial 8.35%
Healthcare 1.79%
Services 40.11%
Technology 29.78%
Transportation
Utilities

35 INCREASED Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GOPRO INC CL A 21,538 8,982 71.54 414,600
WORLD WRESTLING ENTMT INC CL A 54,604 666 1.24 3,279,502
ZYNGA INC CL A 182,368 4,996 2.82 64,213,964
MICROSTRATEGY INC CL A NEW 150,706 6,831 4.75 886,192
GOOGLE INC CL C 153,350 63,403 70.49 293,864
ASBURY AUTOMOTIVE GROUP INC COM 179,069 16,542 10.18 1,940,707
AUTODESK INC COM 161,914 10,633 7.03 3,213,529
CABLE ONE INC COM 9,910 9,910 New 24,836
COPART INC COM 167,200 11,684 7.51 4,691,344
CORNERSTONE ONDEMAND INC COM 88,231 40,711 85.67 2,536,818
DOLLAR TREE INC COM 58,158 58,158 New 725,972
DRIL-QUIP INC COM 133,133 13,891 11.65 1,835,055
EBAY INC COM 199,279 9,950 5.26 3,297,954
FLEETCOR TECHNOLOGIES INC COM 46,509 46,509 New 298,151
FLOWSERVE CORP COM 81,292 31,489 63.23 1,561,201
FOSSIL GROUP INC COM 220,898 30,320 15.91 3,154,328
GRAHAM HLDGS CO COM 17,227 17,227 New 24,836
GRAPHIC PACKAGING HLDG CO COM 26,366 16,665 171.80 1,911,976
GROUP 1 AUTOMOTIVE INC COM 172,717 28,316 19.61 1,870,246
HOMEAWAY INC COM 131,170 131,170 New 4,205,511