EMINENCE CAPITAL LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 74
New Positions 13
Increased Positions 34
Decreased Positions 40
Positions with Activity 74
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,218

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

Sector Weighting

Basic Materials
Capital Goods 11.26%
Conglomerates
Consumer Cyclical 6.44%
Consumer/Non-Cyclical 1.36%
Energy 0.41%
Financial 8.94%
Healthcare 8.63%
Services 32.43%
Technology 27.47%
Transportation 1.83%
Utilities

13 New Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CADENCE DESIGN SYSTEM INC COM 145,877 145,877 New 8,555,820
RESTORATION HARDWARE HLDGS INC COM 105,250 105,250 New 1,252,829
MCDONALDS CORP COM 95,470 95,470 New 995,000
RALPH LAUREN CORP CL A 74,141 74,141 New 465,272
TIBCO SOFTWARE INC COM 68,011 68,011 New 3,445,362
GAP INC DEL COM 62,875 62,875 New 1,537,288
AGILENT TECHNOLOGIES INC COM 47,809 47,809 New 842,000
URBAN OUTFITTERS INC COM 46,039 46,039 New 1,276,381
DRIL-QUIP INC COM 25,191 25,191 New 245,600
SIGNET JEWELERS LIMITED SHS 15,878 15,878 New 152,000
ZELTIQ AESTHETICS INC COM 15,856 15,856 New 743,000
GAMING & LEISURE PPTYS INC COM 7,841 7,841 New 230,000
ARMSTRONG WORLD INDS INC NEW COM 6,962 6,962 New 141,815