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) 6,791

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

Sector Weighting

Basic Materials 3.08%
Capital Goods 7.11%
Conglomerates
Consumer Cyclical 5.45%
Consumer/Non-Cyclical 2.38%
Energy 1.64%
Financial 8.37%
Healthcare 3.36%
Services 36.84%
Technology 27.27%
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
EQUINIX INC COM PAR $0.001 89,994 -61,109 (40.44) 384,227
SONIC AUTOMOTIVE INC CL A 86,712 289 .33 3,482,405
FORTUNE BRANDS HOME & SEC INC COM 84,932 2,022 2.44 1,806,676
AVIS BUDGET GROUP COM 84,079 84,079 New 1,435,041
FIDELITY NATIONAL FINANCIAL IN FNFV GROUP COM 83,666 16,985 25.47 5,850,763
FRANKLIN RES INC COM 82,263 1,172 1.45 1,589,014
TIME WARNER CABLE INC COM 74,052 74,052 New 496,092
FIREEYE INC COM 60,313 60,313 New 1,506,496
VALEANT PHARMACEUTICALS INTL I COM 58,686 -69,837 (54.34) 291,421
MGM RESORTS INTERNATIONAL COM 57,429 57,429 New 2,700,000
FORTINET INC COM 55,355 55,355 New 1,573,926
FLOWSERVE CORP COM 54,939 54,939 New 956,453
ANN INC COM 53,055 -22,780 (30.04) 1,288,683
QLIK TECHNOLOGIES INC COM 50,599 50,599 New 1,597,186
WORLD WRESTLING ENTMT INC CL A 45,645 -61 (0.13) 3,239,502
MELCO CROWN ENTMT LTD ADR 42,792 42,792 New 1,969,256
CORNERSTONE ONDEMAND INC COM 39,998 39,998 New 1,366,280
GOOGLE INC CL A 39,299 560 1.45 70,035
XOOM CORP COM 36,081 23,157 179.19 2,449,508
ZELTIQ AESTHETICS INC COM 28,581 -10,418 (26.71) 909,079