EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 75
New Positions 14
Increased Positions 39
Decreased Positions 33
Positions with Activity 72
Sold Out Positions 16
Total Mkt Value (in $ millions) 6,378

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

Sector Weighting

Basic Materials 4.79%
Capital Goods 2.41%
Conglomerates
Consumer Cyclical 9.31%
Consumer/Non-Cyclical 2.88%
Energy 0%
Financial 10.79%
Healthcare 0.93%
Services 33.49%
Technology 32.85%
Transportation 0.43%
Utilities

14 New Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
JPMORGAN CHASE & CO COM 159,492 159,492 New 2,487,005
WEBSTER FINL CORP CONN COM 104,607 104,607 New 2,960,012
LINKEDIN CORP COM CL A 101,780 101,780 New 553,332
FOREST CITY ENTERPRISES INC CL A 97,563 97,563 New 4,521,000
ARRIS GROUP INC NEW COM 93,793 93,793 New 3,497,138
SOTHEBYS COM 62,771 62,771 New 1,751,434
KEURIG GREEN MTN INC COM 58,478 58,478 New 1,080,733
TENNECO INC COM 53,800 53,800 New 1,140,794
SMUCKER J M CO COM NEW 51,536 51,536 New 438,267
DIAGEO P L C SPON ADR NEW 50,631 50,631 New 473,454
YELP INC CL A 40,520 40,520 New 1,691,149
CANADIAN PAC RY LTD COM 27,357 27,357 New 187,170
TIM PARTICIPACOES S A SPONSORED ADR 15,778 15,778 New 1,289,051
UNIVAR INC COM 557 557 New 25,000


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