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) 6,715

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

Sector Weighting

Basic Materials 3.05%
Capital Goods 7.02%
Conglomerates
Consumer Cyclical 5.47%
Consumer/Non-Cyclical 2.41%
Energy 1.67%
Financial 8.33%
Healthcare 3.35%
Services 36.75%
Technology 27.44%
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
PANDORA MEDIA INC COM 139,846 139,846 New 8,569,012
DARLING INGREDIENTS INC COM 115,508 115,508 New 8,262,343
B/E AEROSPACE INC COM 98,721 98,721 New 1,588,692
INTERCONTINENTAL EXCHANGE INC COM 92,197 92,197 New 397,434
AVIS BUDGET GROUP COM 81,518 81,518 New 1,435,041
TIME WARNER CABLE INC COM 73,064 73,064 New 496,092
FIREEYE INC COM 59,974 59,974 New 1,506,496
MGM RESORTS INTERNATIONAL COM 57,510 57,510 New 2,700,000
FLOWSERVE CORP COM 54,527 54,527 New 956,453
FORTINET INC COM 54,426 54,426 New 1,573,926
QLIK TECHNOLOGIES INC COM 50,407 50,407 New 1,597,186
MELCO CROWN ENTMT LTD ADR 42,733 42,733 New 1,969,256
CORNERSTONE ONDEMAND INC COM 40,292 40,292 New 1,366,280
SANDERSON FARMS INC COM 27,206 27,206 New 342,000
MONDELEZ INTL INC CL A 18,886 18,886 New 531,256
ENDO INTL PLC SHS 18,858 18,858 New 209,437
GRAPHIC PACKAGING HLDG CO COM 10,193 10,193 New 703,461
INVENSENSE INC COM 8,393 8,393 New 550,000