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) 6,325

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

Sector Weighting

Basic Materials
Capital Goods 11.59%
Conglomerates
Consumer Cyclical 6.34%
Consumer/Non-Cyclical 1.34%
Energy 0.41%
Financial 9.09%
Healthcare 8.36%
Services 32.65%
Technology 27.16%
Transportation 1.84%
Utilities

34 INCREASED Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
LENNAR CORP CL A 98,984 211 .21 2,483,299
RALPH LAUREN CORP CL A 74,085 74,085 New 465,272
SONIC AUTOMOTIVE INC CL A 84,352 13,663 19.33 3,395,801
ZYNGA INC CL A 42,694 5,177 13.80 14,044,154
CHARTER COMMUNICATIONS INC DEL CL A NEW 104,262 19,587 23.13 640,861
MCGRAW HILL FINL INC COM 111,858 102,532 1,099.44 1,355,362
AGILENT TECHNOLOGIES INC COM 48,600 48,600 New 842,000
ARMSTRONG WORLD INDS INC NEW COM 7,811 7,811 New 141,815
ASBURY AUTOMOTIVE GROUP INC COM 151,937 22,938 17.78 2,146,614
AUTONATION INC COM 79,079 3,617 4.79 1,390,042
CADENCE DESIGN SYSTEM INC COM 145,706 145,706 New 8,555,820
DOLLAR GEN CORP NEW COM 91,771 28,491 45.02 1,664,929
DRIL-QUIP INC COM 25,935 25,935 New 245,600
FOSSIL GROUP INC COM 185,181 33,261 21.89 1,851,259
FRANKLIN RES INC COM 89,157 5,775 6.93 1,538,516
GAMING & LEISURE PPTYS INC COM 8,251 8,251 New 230,000
GAP INC DEL COM 60,692 60,692 New 1,537,288
GROUP 1 AUTOMOTIVE INC COM 145,742 24,575 20.28 1,802,848
KAR AUCTION SVCS INC COM 162,407 41,067 33.85 5,338,819
MCDONALDS CORP COM 95,789 95,789 New 995,000