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) 5,489

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

Sector Weighting

Basic Materials
Capital Goods 12.96%
Conglomerates 0%
Consumer Cyclical 4.45%
Consumer/Non-Cyclical 2.9%
Energy
Financial 10.3%
Healthcare 8.59%
Services 29.65%
Technology 27.42%
Transportation 2.54%
Utilities

37 INCREASED Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
GOOGLE INC CL C 36,298 36,298 New 67,664
GOOGLE INC CL A 37,127 37,127 New 67,664
FAMILY DLR STORES INC COM 4,080 4,080 New 71,700
MCGRAW HILL FINL INC COM 8,292 8,292 New 113,000
T-MOBILE US INC COM 6,305 6,305 New 216,000
OWENS CORNING NEW COM 15,813 3,167 25.05 390,151
CHARTER COMMUNICATIONS INC DEL CL A NEW 61,452 3,284 5.65 520,469
VALMONT INDS INC COM 83,811 83,811 New 561,400
LABORATORY CORP AMER HLDGS COM NEW 62,982 358 .57 620,148
ALLERGAN INC COM 91,454 91,454 New 715,600
EQUINIX INC COM NEW 132,359 89,469 208.60 760,074
SOLARWINDS INC COM 42,609 42,609 New 1,025,000
HUMANA INC COM 117,851 117,851 New 1,074,792
DOLLAR GEN CORP NEW COM 63,108 63,108 New 1,148,041
ARAMARK HLDGS CORP COM 35,972 35,972 New 1,289,316
HILLSHIRE BRANDS CO COM 47,371 47,371 New 1,355,000
JOS A BANK CLOTHIERS INC COM 88,478 88,478 New 1,371,756
GROUP 1 AUTOMOTIVE INC COM 94,608 31,264 49.36 1,498,853
FOSSIL GROUP INC COM 162,461 28,100 20.91 1,518,753
ZEBRA TECHNOLOGIES CORP CL A 111,442 192 .17 1,815,310


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