EMINENCE CAPITAL, LP Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 74
New Positions 16
Increased Positions 39
Decreased Positions 35
Positions with Activity 74
Sold Out Positions 7
Total Mkt Value (in $ millions) 6,723

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

Sector Weighting

Basic Materials 2.37%
Capital Goods 8.36%
Conglomerates
Consumer Cyclical 5.64%
Consumer/Non-Cyclical
Energy 1.48%
Financial 9.02%
Healthcare 8.46%
Services 35.04%
Technology 25.84%
Transportation 1.32%
Utilities

7 Sold Out Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ARMSTRONG WORLD INDS INC NEW COM -7,611 Sold Out 0
CARMAX INC COM -37,762 Sold Out 0
GOGO INC COM -21,783 Sold Out 0
LUMBER LIQUIDATORS HLDGS INC COM -20,903 Sold Out 0
MALLINCKRODT PUB LTD CO SHS -72,000 Sold Out 0
RALPH LAUREN CORP CL A -90,842 Sold Out 0
T MOBILE US INC COM -17,041 Sold Out 0