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 81
New Positions 11
Increased Positions 36
Decreased Positions 44
Positions with Activity 80
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,280

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

Sector Weighting

Basic Materials 3.81%
Capital Goods 2.5%
Conglomerates
Consumer Cyclical 5.91%
Consumer/Non-Cyclical 1.66%
Energy 1.71%
Financial 8.2%
Healthcare 1.75%
Services 38.53%
Technology 30.61%
Transportation
Utilities

81 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MCGRAW HILL FINL INC COM 124,368 -38,972 (23.86) 1,222,292
CHARTER COMMUNICATIONS INC DEL CL A NEW 113,268 -5,640 (4.74) 609,427
CTRIP COM INTL LTD AMERICAN DEP SHS 109,380 -8,729 (7.39) 1,528,080
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 108,595 23,407 27.48 7,458,417
DRIL-QUIP INC COM 107,186 11,183 11.65 1,835,055
BAIDU INC SPON ADR REP A 106,137 17,283 19.45 614,718
PVH CORP COM 97,897 -37,128 (27.5) 843,649
HUMANA INC COM 97,675 -18,456 (15.89) 536,411
TIME WARNER CABLE INC COM 95,235 973 1.03 501,213
EBAY INC COM 92,738 4,631 5.26 3,297,954
ALLEGION PUB LTD CO ORD SHS 91,621 -10,276 (10.08) 1,449,236
CORNERSTONE ONDEMAND INC COM 91,478 42,210 85.67 2,536,818
COGNIZANT TECHNOLOGY SOLUTIONS CL A 89,076 -39,017 (30.46) 1,411,668
INTERCONTINENTAL EXCHANGE INC COM 87,127 -3,504 (3.87) 382,067
AUTONATION INC COM 87,027 -3,514 (3.88) 1,396,004
PRECISION CASTPARTS CORP COM 82,039 82,039 New 420,887
MONSANTO CO NEW COM 80,728 -1,075 (1.31) 792,303
SONIC AUTOMOTIVE INC CL A 80,606 -500 (0.62) 3,460,954
DARLING INGREDIENTS INC COM 80,248 -25,923 (24.42) 6,245,000
OUTFRONT MEDIA INC COM 79,397 -18,368 (18.79) 3,159,454