EMINENCE CAPITAL LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 69
New Positions 16
Increased Positions 37
Decreased Positions 32
Positions with Activity 69
Sold Out Positions 8
Total Mkt Value (in $ millions) 5,581

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

Sector Weighting

Basic Materials
Capital Goods 12.98%
Conglomerates 0%
Consumer Cyclical 4.47%
Consumer/Non-Cyclical 2.99%
Energy
Financial 10.17%
Healthcare 8.55%
Services 29.56%
Technology 27.52%
Transportation 2.56%
Utilities

37 INCREASED Positions as of 12/31/2013

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AEROPOSTALE COM 19,030 158 .84 4,247,824
ALLERGAN INC COM 95,833 95,833 New 715,600
ALLSCRIPTS HEALTHCARE SOLUTNS COM 140,975 11,564 8.94 8,487,352
AMERICAN INTL GROUP INC COM NEW 124,960 5,929 4.98 2,458,871
ARAMARK HLDGS CORP COM 36,152 36,152 New 1,289,316
ASBURY AUTOMOTIVE GROUP INC COM 100,294 3,520 3.64 1,822,538
AUTODESK INC COM 274,778 194,818 243.64 5,666,688
CARNIVAL CORP PAIRED CTF 69,372 21,155 43.87 1,858,854
CHARTER COMMUNICATIONS INC DEL CL A NEW 61,327 3,278 5.65 520,469
DOLLAR GEN CORP NEW COM 63,636 63,636 New 1,148,041
EBAY INC COM 210,033 27,289 14.93 3,820,866
EQUINIX INC COM NEW 136,030 91,950 208.60 760,074
FAMILY DLR STORES INC COM 4,075 4,075 New 71,700
FORTINET INC COM 74,013 31,913 75.80 3,420,206
FOSSIL GROUP INC COM 166,182 28,743 20.91 1,518,753
GENPACT LIMITED SHS 176,796 29,874 20.33 10,213,516
GOOGLE INC CL A 36,765 36,765 New 67,664
GOOGLE INC CL C 36,275 36,275 New 67,664
GROUP 1 AUTOMOTIVE INC COM 96,061 31,745 49.36 1,498,853
HILLSHIRE BRANDS CO COM 48,929 48,929 New 1,355,000