EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 86
New Positions 18
Increased Positions 48
Decreased Positions 38
Positions with Activity 86
Sold Out Positions 17
Total Mkt Value (in $ millions) 6,779

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

Sector Weighting

Basic Materials 3.07%
Capital Goods 7.24%
Conglomerates
Consumer Cyclical 5.57%
Consumer/Non-Cyclical 2.81%
Energy 1.82%
Financial 8.36%
Healthcare 3.36%
Services 35.92%
Technology 27.3%
Transportation 0%
Utilities

86 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 86,650 17,591 25.47 5,850,763
EQUINIX INC COM PAR $0.001 86,002 -58,398 (40.44) 384,227
SONIC AUTOMOTIVE INC CL A 84,797 282 .33 3,482,405
FRANKLIN RES INC COM 84,742 1,207 1.45 1,589,014
FORTUNE BRANDS HOME & SEC INC COM 83,776 1,994 2.44 1,806,676
TIME WARNER CABLE INC COM 78,130 78,130 New 496,092
CTRIP COM INTL LTD AMERICAN DEP SHS 75,637 44,695 144.45 1,650,026
FIREEYE INC COM 66,015 66,015 New 1,506,496
MGM RESORTS INTERNATIONAL COM 59,616 59,616 New 2,700,000
VALEANT PHARMACEUTICALS INTL I COM 59,202 -70,451 (54.34) 291,421
FLOWSERVE CORP COM 58,009 58,009 New 956,453
WORLD WRESTLING ENTMT INC CL A 55,590 -74 (0.13) 3,239,502
FORTINET INC COM 53,026 53,026 New 1,573,926
QLIK TECHNOLOGIES INC COM 50,886 50,886 New 1,597,186
MELCO CROWN ENTMT LTD ADR 49,113 49,113 New 1,969,256
ANN INC COM 48,197 -20,694 (30.04) 1,288,683
CORNERSTONE ONDEMAND INC COM 43,229 43,229 New 1,366,280
XOOM CORP COM 41,127 26,396 179.19 2,449,508
GOOGLE INC CL A 40,503 577 1.45 70,035
ZELTIQ AESTHETICS INC COM 29,136 -10,620 (26.71) 909,079


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