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) 6,755

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

Sector Weighting

Basic Materials 3.03%
Capital Goods 7.21%
Conglomerates
Consumer Cyclical 5.45%
Consumer/Non-Cyclical 2.4%
Energy 1.76%
Financial 8.48%
Healthcare 3.37%
Services 36.57%
Technology 27.31%
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
MELCO CROWN ENTMT LTD ADR 43,383 43,383 New 1,969,256
CTRIP COM INTL LTD AMERICAN DEP SHS 104,282 61,622 144.45 1,650,026
COGNIZANT TECHNOLOGY SOLUTIONS CL A 123,221 18,817 18.02 2,030,002
GOOGLE INC CL A 37,310 532 1.45 70,035
GOPRO INC CL A 10,785 8,554 383.40 241,700
MONDELEZ INTL INC CL A 19,638 19,638 New 531,256
SONIC AUTOMOTIVE INC CL A 83,717 279 .33 3,482,405
ZYNGA INC CL A 153,014 59,556 63.73 62,454,780
GOOGLE INC CL C 90,328 54,149 149.67 172,365
ALLSCRIPTS HEALTHCARE SOLUTNS COM 129,369 6,998 5.72 10,789,707
APPLE INC COM 134,462 1,117 .84 1,077,850
AVIS BUDGET GROUP COM 80,061 80,061 New 1,435,041
B/E AEROSPACE INC COM 97,879 97,879 New 1,588,692
BERRY PLASTICS GROUP INC COM 100,980 29,558 41.39 2,929,508
COPART INC COM 161,450 49,723 44.50 4,363,507
CORNERSTONE ONDEMAND INC COM 40,401 40,401 New 1,366,280
DARLING INGREDIENTS INC COM 115,508 115,508 New 8,262,343
DRIL-QUIP INC COM 118,832 25,860 27.81 1,643,593
FIREEYE INC COM 61,525 61,525 New 1,506,496
FLOWSERVE CORP COM 54,747 54,747 New 956,453