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) 6,031

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

Sector Weighting

Basic Materials 1.23%
Capital Goods 10.46%
Conglomerates
Consumer Cyclical 7.35%
Consumer/Non-Cyclical
Energy 1.54%
Financial 6.64%
Healthcare 8.53%
Services 34.76%
Technology 25.57%
Transportation 1.42%
Utilities

79 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNITED TECHNOLOGIES CORP COM 69,094 1,640 2.43 636,578
COPART INC COM 68,159 1,618 2.43 2,011,766
SENSATA TECHNOLOGIES HLDG NV SHS 65,177 65,177 New 1,370,137
MALLINCKRODT PUB LTD CO SHS 62,862 62,862 New 723,468
ANN INC COM 54,097 54,097 New 1,295,116
ZELTIQ AESTHETICS INC COM 46,260 27,804 150.65 1,862,309
GOOGLE INC CL A 40,895 5,009 13.96 69,457
GOOGLE INC CL C 40,282 4,934 13.96 69,457
SPRINT CORP COM SER 1 39,270 4,474 12.86 5,800,605
CTRIP COM INTL LTD AMERICAN DEP SHS 29,529 29,529 New 475,891
CARMAX INC COM 29,241 29,241 New 560,932
CBS OUTDOOR AMERS INC COM 24,960 24,960 New 800,000
XOOM CORP COM 24,137 24,137 New 1,041,307
GOGO INC COM 23,770 23,770 New 1,324,212
LIBERTY INTERACTIVE CORP INT COM SER A 20,880 20,880 New 725,000
T-MOBILE US INC COM 19,509 1,371 7.56 644,288
LUMBER LIQUIDATORS HLDGS INC COM 19,302 19,302 New 327,318
ARMSTRONG WORLD INDS INC NEW COM 8,722 627 7.75 152,807
AGILENT TECHNOLOGIES INC COM -48,760 Sold Out 0
B/E AEROSPACE INC COM -69,081 Sold Out 0


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