EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 80
New Positions 11
Increased Positions 35
Decreased Positions 44
Positions with Activity 79
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,252

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

Sector Weighting

Basic Materials 4%
Capital Goods 2.79%
Conglomerates
Consumer Cyclical 6.04%
Consumer/Non-Cyclical 1.84%
Energy 2.13%
Financial 8.35%
Healthcare 1.79%
Services 40.11%
Technology 29.78%
Transportation
Utilities

11 New Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
TRIPADVISOR INC COM 212,471 212,471 New 2,445,007
HOMEAWAY INC COM 131,170 131,170 New 4,205,511
PRECISION CASTPARTS CORP COM 84,691 84,691 New 420,887
PTC INC COM 76,682 76,682 New 1,858,961
DOLLAR TREE INC COM 58,158 58,158 New 725,972
MICHAEL KORS HLDGS LTD SHS 57,724 57,724 New 1,338,998
REXNORD CORP NEW COM 53,795 53,795 New 2,236,819
AMBARELLA INC SHS 50,940 50,940 New 500,000
FLEETCOR TECHNOLOGIES INC COM 46,509 46,509 New 298,151
GRAHAM HLDGS CO COM 17,227 17,227 New 24,836
CABLE ONE INC COM 9,910 9,910 New 24,836