EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 79
New Positions 15
Increased Positions 48
Decreased Positions 31
Positions with Activity 79
Sold Out Positions 21
Total Mkt Value (in $ millions) 5,917

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

Sector Weighting

Basic Materials 1.24%
Capital Goods 10.25%
Conglomerates
Consumer Cyclical 7.19%
Consumer/Non-Cyclical
Energy 1.54%
Financial 6.66%
Healthcare 8.63%
Services 34.71%
Technology 25.75%
Transportation 1.51%
Utilities

79 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CHARTER COMMUNICATIONS INC DEL CL A NEW 120,195 20,490 20.55 772,561
MICROSTRATEGY INC CL A NEW 119,238 2,004 1.71 892,503
VALEANT PHARMACEUTICALS INTL I COM 98,114 98,114 New 753,216
BAIDU INC SPON ADR REP A 95,555 95,555 New 433,414
DRIL-QUIP INC COM 91,063 68,738 307.90 1,001,792
FEDEX CORP COM 89,628 -33,761 (27.36) 552,644
FRANKLIN RES INC COM 86,361 2,050 2.43 1,575,931
URBAN OUTFITTERS INC COM 85,796 38,620 81.87 2,321,307
ALLERGAN INC COM 84,217 -18,845 (18.29) 468,655
RALPH LAUREN CORP CL A 83,836 7,052 9.19 508,006
FISERV INC COM 83,043 -45,799 (35.55) 1,286,983
PVH CORP COM 81,796 4,554 5.90 668,920
LENNAR CORP CL A 81,588 -16,279 (16.63) 2,070,235
FORTUNE BRANDS HOME & SEC INC COM 81,362 81,362 New 1,983,000
CARNIVAL CORP PAIRED CTF 78,642 10,273 15.03 1,946,586
SIRONA DENTAL SYSTEMS INC COM 78,054 -32,322 (29.28) 1,015,930
ZYNGA INC CL A 74,023 34,840 88.92 26,531,473
MONSANTO CO NEW COM 73,244 73,244 New 648,578
SONIC AUTOMOTIVE INC CL A 72,845 -12,152 (14.3) 2,910,300
AUTONATION INC COM 72,246 1,715 2.43 1,423,842


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