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) 6,334

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

Sector Weighting

Basic Materials
Capital Goods 11.6%
Conglomerates
Consumer Cyclical 6.6%
Consumer/Non-Cyclical 1.34%
Energy 0.42%
Financial 8.92%
Healthcare 8.18%
Services 33.16%
Technology 26.69%
Transportation 1.82%
Utilities

13 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CADENCE DESIGN SYSTEM INC COM 146,390 146,390 New 8,555,820
RESTORATION HARDWARE HLDGS INC COM 108,445 108,445 New 1,252,829
MCDONALDS CORP COM 100,565 100,565 New 995,000
RALPH LAUREN CORP CL A 75,802 75,802 New 465,272
TIBCO SOFTWARE INC COM 66,323 66,323 New 3,445,362
GAP INC DEL COM 63,674 63,674 New 1,537,288
AGILENT TECHNOLOGIES INC COM 47,910 47,910 New 842,000
URBAN OUTFITTERS INC COM 43,946 43,946 New 1,276,381
DRIL-QUIP INC COM 26,328 26,328 New 245,600
SIGNET JEWELERS LIMITED SHS 17,067 17,067 New 152,000
ZELTIQ AESTHETICS INC COM 10,246 10,246 New 743,000
GAMING & LEISURE PPTYS INC COM 8,186 8,186 New 230,000
ARMSTRONG WORLD INDS INC NEW COM 8,031 8,031 New 141,815


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