EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 79
New Positions 10
Increased Positions 34
Decreased Positions 44
Positions with Activity 78
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,281

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

Sector Weighting

Basic Materials 4.31%
Capital Goods 3.02%
Conglomerates
Consumer Cyclical 6.49%
Consumer/Non-Cyclical 1.97%
Energy 2.19%
Financial 7.98%
Healthcare 1.84%
Services 38.76%
Technology 30.3%
Transportation
Utilities

34 INCREASED Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
GOPRO INC CL A 22,144 9,235 71.54 414,600
GRAHAM HLDGS CO COM 26,654 26,654 New 24,836
GRAPHIC PACKAGING HLDG CO COM 27,685 17,499 171.80 1,911,976
ENDO INTL PLC SHS 29,959 12,540 71.99 360,213
AMBARELLA INC SHS 43,600 43,600 New 500,000
WORLD WRESTLING ENTMT INC CL A 45,224 552 1.24 3,279,502
FLEETCOR TECHNOLOGIES INC COM 45,575 45,575 New 298,151
DOLLAR TREE INC COM 54,811 54,811 New 725,972
REXNORD CORP NEW COM 57,732 57,732 New 2,236,819
PTC INC COM 76,050 76,050 New 1,858,961
CORNERSTONE ONDEMAND INC COM 80,595 37,188 85.67 2,536,818
MICHAEL KORS HLDGS LTD SHS 81,130 81,130 New 1,338,998
FLOWSERVE CORP COM 86,693 33,582 63.23 1,561,201
PRECISION CASTPARTS CORP COM 91,665 91,665 New 420,887
TIME WARNER CABLE INC COM 92,023 940 1.03 501,213
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 111,503 24,034 27.48 7,458,417
HOMEAWAY INC COM 118,427 118,427 New 4,205,511
EQUINIX INC COM PAR $0.001 122,746 20,246 19.75 460,120
BAIDU INC SPON ADR REP A 123,060 20,039 19.45 614,718
KAR AUCTION SVCS INC COM 133,903 12,866 10.63 3,586,997