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 15
Increased Positions 48
Decreased Positions 32
Positions with Activity 80
Sold Out Positions 22
Total Mkt Value (in $ millions) 6,058

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

Sector Weighting

Basic Materials 1.25%
Capital Goods 10.65%
Conglomerates
Consumer Cyclical 7.3%
Consumer/Non-Cyclical 0%
Energy 1.65%
Financial 6.52%
Healthcare 8.09%
Services 35.56%
Technology 25.33%
Transportation 1.36%
Utilities

15 New Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MADISON SQUARE GARDEN CO CL A 123,281 123,281 New 1,846,636
BAIDU INC SPON ADR REP A 93,652 93,652 New 433,414
VALEANT PHARMACEUTICALS INTL I COM 88,202 88,202 New 753,216
FORTUNE BRANDS HOME & SEC INC COM 86,300 86,300 New 1,983,000
MONSANTO CO NEW COM 75,961 75,961 New 648,578
SENSATA TECHNOLOGIES HLDG NV SHS 67,890 67,890 New 1,370,137
MALLINCKRODT PUB LTD CO SHS 54,947 54,947 New 723,468
ANN INC COM 54,227 54,227 New 1,295,116
CTRIP COM INTL LTD AMERICAN DEP SHS 30,871 30,871 New 475,891
CARMAX INC COM 29,090 29,090 New 560,932
CBS OUTDOOR AMERS INC COM 26,832 26,832 New 800,000
XOOM CORP COM 23,898 23,898 New 1,041,307
GOGO INC COM 23,160 23,160 New 1,324,212
LIBERTY INTERACTIVE CORP INT COM SER A 21,380 21,380 New 725,000
LUMBER LIQUIDATORS HLDGS INC COM 18,975 18,975 New 327,318