EMINENCE CAPITAL LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 74
New Positions 13
Increased Positions 34
Decreased Positions 40
Positions with Activity 74
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,325

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

Sector Weighting

Basic Materials
Capital Goods 11.59%
Conglomerates
Consumer Cyclical 6.34%
Consumer/Non-Cyclical 1.34%
Energy 0.41%
Financial 9.09%
Healthcare 8.36%
Services 32.65%
Technology 27.16%
Transportation 1.84%
Utilities

34 INCREASED Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ARMSTRONG WORLD INDS INC NEW COM 7,811 7,811 New 141,815
SIGNET JEWELERS LIMITED SHS 16,554 16,554 New 152,000
GAMING & LEISURE PPTYS INC COM 8,251 8,251 New 230,000
DRIL-QUIP INC COM 25,935 25,935 New 245,600
RALPH LAUREN CORP CL A 74,085 74,085 New 465,272
T-MOBILE US INC COM 18,946 12,114 177.32 599,000
PVH CORP COM 69,990 58,406 504.18 631,680
CHARTER COMMUNICATIONS INC DEL CL A NEW 104,262 19,587 23.13 640,861
VALMONT INDS INC COM 101,091 17,274 20.61 677,097
ZELTIQ AESTHETICS INC COM 12,475 12,475 New 743,000
AGILENT TECHNOLOGIES INC COM 48,600 48,600 New 842,000
NOW INC COM 29,154 1,481 5.35 871,063
MCDONALDS CORP COM 95,789 95,789 New 995,000
RESTORATION HARDWARE HLDGS INC COM 106,941 106,941 New 1,252,829
URBAN OUTFITTERS INC COM 43,193 43,193 New 1,276,381
MCGRAW HILL FINL INC COM 111,858 102,532 1,099.44 1,355,362
AUTONATION INC COM 79,079 3,617 4.79 1,390,042
SIRONA DENTAL SYSTEMS INC COM 117,113 5,159 4.61 1,436,620
GAP INC DEL COM 60,692 60,692 New 1,537,288
FRANKLIN RES INC COM 89,157 5,775 6.93 1,538,516