EMINENCE CAPITAL, LP Information

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

Report Date: 09/30/2015

Position Statistics

Total Positions 69
New Positions 10
Increased Positions 31
Decreased Positions 37
Positions with Activity 68
Sold Out Positions 11
Total Mkt Value (in $ millions) 6,141

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

Sector Weighting

Basic Materials 2.85%
Capital Goods 1.76%
Conglomerates
Consumer Cyclical 5.18%
Consumer/Non-Cyclical 8.92%
Energy
Financial 6.98%
Healthcare 2.59%
Services 32.26%
Technology 36.69%
Transportation 0%
Utilities

31 INCREASED Positions as of 09/30/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ACTIVISION BLIZZARD INC COM 95,586 95,586 New 2,992,673
ALLERGAN PLC SHS 27,809 27,809 New 102,071
ARRIS INTL INC SHS 120,899 35,639 41.80 4,958,950
AUTODESK INC COM 328,732 123,073 59.84 6,639,704
AXALTA COATING SYS LTD COM 63,463 63,463 New 2,712,104
BAIDU INC SPON ADR REP A 268,734 125,525 87.65 1,761,151
CTRIP COM INTL LTD AMERICAN DEP SHS 94,558 13,251 16.30 2,300,112
EBAY INC COM 82,718 18,698 29.21 3,521,406
ENDO INTL PLC SHS 43,170 2,297 5.62 795,028
EXPEDIA INC DEL COM NEW 83,010 12,995 18.56 830,929
FOREST CITY RLTY TR INC COM CL A 108,197 22,931 26.89 5,736,836
INTERXION HOLDING N.V SHS 179,411 8,199 4.79 5,527,151
KEURIG GREEN MTN INC COM 333,283 236,525 244.45 3,722,587
LINKEDIN CORP COM CL A 116,629 10,235 9.62 606,560
LIONS GATE ENTMNT CORP COM NEW 3,783 3,783 New 148,647
MCDONALDS CORP COM 35,670 5,706 19.04 295,621
MCGRAW HILL FINL INC COM 112,641 6,962 6.59 1,294,729
MONSANTO CO NEW COM 157,131 13,124 9.11 1,648,463
PTC INC COM 93,972 18,208 24.03 3,175,796
SMUCKER J M CO COM NEW 165,463 110,272 199.80 1,313,925


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