EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 86
New Positions 18
Increased Positions 48
Decreased Positions 38
Positions with Activity 86
Sold Out Positions 17
Total Mkt Value (in $ millions) 6,815

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

Sector Weighting

Basic Materials 3.04%
Capital Goods 7.22%
Conglomerates
Consumer Cyclical 5.57%
Consumer/Non-Cyclical 2.81%
Energy 1.77%
Financial 8.35%
Healthcare 3.36%
Services 35.98%
Technology 27.35%
Transportation 0%
Utilities

18 New Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
DARLING INGREDIENTS INC COM 142,608 142,608 New 8,262,343
PANDORA MEDIA INC COM 132,220 132,220 New 8,569,012
B/E AEROSPACE INC COM 101,502 101,502 New 1,588,692
INTERCONTINENTAL EXCHANGE INC COM 93,639 93,639 New 397,434
AVIS BUDGET GROUP COM 88,528 88,528 New 1,435,041
TIME WARNER CABLE INC COM 77,757 77,757 New 496,092
FIREEYE INC COM 67,898 67,898 New 1,506,496
MGM RESORTS INTERNATIONAL COM 59,454 59,454 New 2,700,000
FLOWSERVE CORP COM 59,080 59,080 New 956,453
FORTINET INC COM 53,561 53,561 New 1,573,926
QLIK TECHNOLOGIES INC COM 51,669 51,669 New 1,597,186
MELCO CROWN ENTMT LTD ADR 49,094 49,094 New 1,969,256
CORNERSTONE ONDEMAND INC COM 44,069 44,069 New 1,366,280
SANDERSON FARMS INC COM 29,176 29,176 New 342,000
MONDELEZ INTL INC CL A 19,465 19,465 New 531,256
ENDO INTL PLC SHS 17,986 17,986 New 209,437
GRAPHIC PACKAGING HLDG CO COM 10,468 10,468 New 703,461
INVENSENSE INC COM 9,279 9,279 New 550,000