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) 6,823

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 6.99%
Conglomerates
Consumer Cyclical 5.51%
Consumer/Non-Cyclical 2.34%
Energy 1.92%
Financial 8.42%
Healthcare 3.29%
Services 36.46%
Technology 27.5%
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 150,472 150,472 New 8,569,012
DARLING INGREDIENTS INC COM 113,194 113,194 New 8,262,343
B/E AEROSPACE INC COM 95,607 95,607 New 1,588,692
INTERCONTINENTAL EXCHANGE INC COM 89,749 89,749 New 397,434
AVIS BUDGET GROUP COM 79,408 79,408 New 1,435,041
TIME WARNER CABLE INC COM 78,010 78,010 New 496,092
FIREEYE INC COM 65,246 65,246 New 1,506,496
FORTINET INC COM 60,407 60,407 New 1,573,926
MGM RESORTS INTERNATIONAL COM 57,780 57,780 New 2,700,000
QLIK TECHNOLOGIES INC COM 55,758 55,758 New 1,597,186
FLOWSERVE CORP COM 54,183 54,183 New 956,453
MELCO CROWN ENTMT LTD ADR 40,872 40,872 New 1,969,256
CORNERSTONE ONDEMAND INC COM 38,570 38,570 New 1,366,280
SANDERSON FARMS INC COM 25,739 25,739 New 342,000
MONDELEZ INTL INC CL A 20,533 20,533 New 531,256
ENDO INTL PLC SHS 17,813 17,813 New 209,437
GRAPHIC PACKAGING HLDG CO COM 10,158 10,158 New 703,461
INVENSENSE INC COM 8,305 8,305 New 550,000