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 16
Increased Positions 49
Decreased Positions 31
Positions with Activity 80
Sold Out Positions 21
Total Mkt Value (in $ millions) 5,625

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

Sector Weighting

Basic Materials 1.28%
Capital Goods 10.18%
Conglomerates
Consumer Cyclical 7.4%
Consumer/Non-Cyclical
Energy 1.53%
Financial 6.63%
Healthcare 8.74%
Services 34.38%
Technology 25.79%
Transportation 1.53%
Utilities

49 INCREASED Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
LIBERTY INTERACTIVE CORP LBT VENT COM A 3,104 3,104 New 103,073
ARMSTRONG WORLD INDS INC NEW COM 7,194 518 7.75 152,807
T-MOBILE US INC COM 16,822 1,182 7.56 644,288
LIBERTY INTERACTIVE CORP INT COM SER A 17,473 17,473 New 725,000
LUMBER LIQUIDATORS HLDGS INC COM 19,240 19,240 New 327,318
XOOM CORP COM 20,035 20,035 New 1,041,307
GOGO INC COM 21,081 21,081 New 1,324,212
CBS OUTDOOR AMERS INC COM 23,712 23,712 New 800,000
CTRIP COM INTL LTD AMERICAN DEP SHS 25,922 25,922 New 475,891
CARMAX INC COM 26,201 26,201 New 560,932
SPRINT CORP COM SER 1 34,978 3,985 12.86 5,800,605
GOOGLE INC CL C 35,504 4,349 13.96 69,457
GOOGLE INC CL A 36,324 4,449 13.96 69,457
ZELTIQ AESTHETICS INC COM 41,325 24,837 150.65 1,862,309
ANN INC COM 50,419 50,419 New 1,295,116
SENSATA TECHNOLOGIES HLDG NV SHS 59,889 59,889 New 1,370,137
ZYNGA INC CL A 60,757 28,596 88.92 26,531,473
MALLINCKRODT PUB LTD CO SHS 62,652 62,652 New 723,468
COPART INC COM 62,667 1,487 2.43 2,011,766
UNITED TECHNOLOGIES CORP COM 64,632 1,534 2.43 636,578