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 80
New Positions 15
Increased Positions 48
Decreased Positions 32
Positions with Activity 80
Sold Out Positions 22
Total Mkt Value (in $ millions) 6,018

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

Sector Weighting

Basic Materials 1.26%
Capital Goods 10.66%
Conglomerates
Consumer Cyclical 7.35%
Consumer/Non-Cyclical 0%
Energy 1.65%
Financial 6.48%
Healthcare 8.15%
Services 35.31%
Technology 25.53%
Transportation 1.37%
Utilities

48 INCREASED Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALLSCRIPTS HEALTHCARE SOLUTNS COM 135,077 12,989 10.64 9,248,676
AMERICAN INTL GROUP INC COM NEW 142,354 2,711 1.94 2,572,818
ANN INC COM 48,593 48,593 New 1,295,116
ARMSTRONG WORLD INDS INC NEW COM 8,658 623 7.75 152,807
AUTODESK INC COM 320,519 43,559 15.73 5,995,492
AUTONATION INC COM 76,774 1,822 2.43 1,423,842
BAIDU INC SPON ADR REP A 92,833 92,833 New 433,414
CARMAX INC COM 28,753 28,753 New 560,932
CARNIVAL CORP PAIRED CTF 73,795 9,640 15.03 1,946,586
CBS OUTDOOR AMERS INC COM 27,072 27,072 New 800,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 120,079 20,470 20.55 772,561
COPART INC COM 68,833 1,634 2.43 2,011,766
CTRIP COM INTL LTD AMERICAN DEP SHS 30,919 30,919 New 475,891
DOLLAR GEN CORP NEW COM 153,460 47,437 44.74 2,409,861
DRIL-QUIP INC COM 99,037 74,757 307.90 1,001,792
EBAY INC COM 252,232 40,366 19.05 4,544,728
EQUINIX INC COM NEW 157,659 72,252 84.60 707,627
FORTUNE BRANDS HOME & SEC INC COM 85,804 85,804 New 1,983,000
FOSSIL GROUP INC COM 277,578 87,750 46.23 2,707,024
FRANKLIN RES INC COM 87,779 2,084 2.43 1,575,931