EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 79
New Positions 15
Increased Positions 48
Decreased Positions 31
Positions with Activity 79
Sold Out Positions 21
Total Mkt Value (in $ millions) 6,037

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

Sector Weighting

Basic Materials 1.24%
Capital Goods 10.69%
Conglomerates
Consumer Cyclical 7.24%
Consumer/Non-Cyclical
Energy 1.67%
Financial 6.55%
Healthcare 8.22%
Services 35.45%
Technology 25.25%
Transportation 1.35%
Utilities

48 INCREASED Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CTRIP COM INTL LTD AMERICAN DEP SHS 30,471 30,471 New 475,891
GOOGLE INC CL A 40,307 4,937 13.96 69,457
MADISON SQUARE GARDEN CO CL A 122,284 122,284 New 1,846,636
RALPH LAUREN CORP CL A 85,878 7,224 9.19 508,006
ZYNGA INC CL A 76,411 35,963 88.92 26,531,473
CHARTER COMMUNICATIONS INC DEL CL A NEW 120,527 20,547 20.55 772,561
MICROSTRATEGY INC CL A NEW 122,924 2,066 1.71 892,503
GOOGLE INC CL C 39,535 4,843 13.96 69,457
MCGRAW HILL FINL INC COM 142,690 33,082 30.18 1,764,442
ALLSCRIPTS HEALTHCARE SOLUTNS COM 135,401 13,020 10.64 9,248,676
ANN INC COM 53,514 53,514 New 1,295,116
ARMSTRONG WORLD INDS INC NEW COM 8,777 631 7.75 152,807
AUTODESK INC COM 323,757 43,999 15.73 5,995,492
AUTONATION INC COM 76,674 1,820 2.43 1,423,842
CARMAX INC COM 29,146 29,146 New 560,932
CBS OUTDOOR AMERS INC COM 27,296 27,296 New 800,000
COPART INC COM 69,235 1,643 2.43 2,011,766
DOLLAR GEN CORP NEW COM 154,713 47,825 44.74 2,409,861
DRIL-QUIP INC COM 100,931 76,186 307.90 1,001,792
EBAY INC COM 251,914 40,315 19.05 4,544,728