EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 75
New Positions 14
Increased Positions 39
Decreased Positions 33
Positions with Activity 72
Sold Out Positions 16
Total Mkt Value (in $ millions) 6,356

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

Sector Weighting

Basic Materials 4.8%
Capital Goods 2.4%
Conglomerates
Consumer Cyclical 9.32%
Consumer/Non-Cyclical 2.87%
Energy 0%
Financial 10.78%
Healthcare 0.94%
Services 33.58%
Technology 32.79%
Transportation 0.42%
Utilities

39 INCREASED Positions as of 06/30/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ARRIS GROUP INC NEW COM 92,080 92,080 New 3,497,138
AUTODESK INC COM 207,694 47,018 29.26 4,153,886
AUTONATION INC COM 115,039 30,860 36.66 1,907,774
BAIDU INC SPON ADR REP A 142,711 49,237 52.68 938,519
CANADIAN PAC RY LTD COM 26,962 26,962 New 187,170
CARNIVAL CORP PAIRED CTF 167,028 24,616 17.29 3,358,018
COPART INC COM 164,775 1,891 1.16 4,745,815
CORNERSTONE ONDEMAND INC COM 91,911 535 .59 2,551,665
DIAGEO P L C SPON ADR NEW 50,044 50,044 New 473,454
ENDO INTL PLC SHS 59,465 31,008 108.97 752,724
EQUINIX INC COM PAR $0.001 126,437 3,980 3.25 475,076
FLEETCOR TECHNOLOGIES INC COM 56,559 11,475 25.45 374,040
FOREST CITY ENTERPRISES INC CL A 97,202 97,202 New 4,521,000
FOSSIL GROUP INC COM 218,878 26,022 13.49 3,579,948
GNC HLDGS INC COM CL A 265,845 56,165 26.79 5,781,756
GOOGLE INC CL A 35,769 206 .58 53,550
GOOGLE INC CL C 201,015 13,645 7.28 315,264
GROUP 1 AUTOMOTIVE INC COM 191,489 23,616 14.07 2,133,344
INTERCONTINENTAL EXCHANGE INC COM 125,250 36,622 41.32 539,942
JPMORGAN CHASE & CO COM 160,362 160,362 New 2,487,005


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