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) 6,287

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

Sector Weighting

Basic Materials
Capital Goods 11.45%
Conglomerates
Consumer Cyclical 6.43%
Consumer/Non-Cyclical 1.35%
Energy 0.42%
Financial 9.03%
Healthcare 8.49%
Services 32.7%
Technology 27.1%
Transportation 1.83%
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 7,852 7,852 New 141,815
GAMING & LEISURE PPTYS INC COM 8,018 8,018 New 230,000
ZELTIQ AESTHETICS INC COM 11,635 11,635 New 743,000
SIGNET JEWELERS LIMITED SHS 16,107 16,107 New 152,000
T-MOBILE US INC COM 18,683 11,946 177.32 599,000
DRIL-QUIP INC COM 26,122 26,122 New 245,600
NOW INC COM 28,972 1,472 5.35 871,063
SPRINT CORP COM SER 1 39,679 11,676 41.70 5,139,786
ZYNGA INC CL A 42,132 5,109 13.80 14,044,154
URBAN OUTFITTERS INC COM 44,073 44,073 New 1,276,381
AGILENT TECHNOLOGIES INC COM 47,598 47,598 New 842,000
GAP INC DEL COM 61,369 61,369 New 1,537,288
TIBCO SOFTWARE INC COM 67,839 67,839 New 3,445,362
PVH CORP COM 71,601 59,750 504.18 631,680
RALPH LAUREN CORP CL A 74,276 74,276 New 465,272
AUTONATION INC COM 77,745 3,556 4.79 1,390,042
SONIC AUTOMOTIVE INC CL A 82,824 13,416 19.33 3,395,801
FRANKLIN RES INC COM 88,049 5,703 6.93 1,538,516
DOLLAR GEN CORP NEW COM 92,587 28,744 45.02 1,664,929
MCDONALDS CORP COM 95,241 95,241 New 995,000


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