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) 6,782

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

Sector Weighting

Basic Materials 3.06%
Capital Goods 7.18%
Conglomerates
Consumer Cyclical 5.63%
Consumer/Non-Cyclical 2.84%
Energy 1.76%
Financial 8.43%
Healthcare 3.38%
Services 35.9%
Technology 27.3%
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 47,302 47,302 New 1,969,256
CTRIP COM INTL LTD AMERICAN DEP SHS 74,862 44,237 144.45 1,650,026
COGNIZANT TECHNOLOGY SOLUTIONS CL A 126,845 19,370 18.02 2,030,002
GOOGLE INC CL A 39,404 562 1.45 70,035
GOPRO INC CL A 10,147 8,048 383.40 241,700
MONDELEZ INTL INC CL A 19,622 19,622 New 531,256
SONIC AUTOMOTIVE INC CL A 86,120 287 .33 3,482,405
ZYNGA INC CL A 143,646 55,910 63.73 62,454,780
GOOGLE INC CL C 96,249 57,698 149.67 172,365
ALLSCRIPTS HEALTHCARE SOLUTNS COM 129,530 7,007 5.72 10,789,707
APPLE INC COM 138,461 1,150 .84 1,077,850
AVIS BUDGET GROUP COM 86,992 86,992 New 1,435,041
B/E AEROSPACE INC COM 100,945 100,945 New 1,588,692
BERRY PLASTICS GROUP INC COM 100,511 29,421 41.39 2,929,508
COPART INC COM 163,282 50,287 44.50 4,363,507
CORNERSTONE ONDEMAND INC COM 43,673 43,673 New 1,366,280
DARLING INGREDIENTS INC COM 143,930 143,930 New 8,262,343
DRIL-QUIP INC COM 119,423 25,988 27.81 1,643,593
FIREEYE INC COM 66,693 66,693 New 1,506,496
FLOWSERVE CORP COM 59,424 59,424 New 956,453