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 80
New Positions 15
Increased Positions 48
Decreased Positions 32
Positions with Activity 80
Sold Out Positions 22
Total Mkt Value (in $ millions) 5,974

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

Sector Weighting

Basic Materials 1.3%
Capital Goods 10.67%
Conglomerates
Consumer Cyclical 7.17%
Consumer/Non-Cyclical 0%
Energy 1.67%
Financial 6.47%
Healthcare 8.1%
Services 35.37%
Technology 25.68%
Transportation 1.39%
Utilities

80 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 69,107 1,641 2.43 636,578
COPART INC COM 68,742 1,632 2.43 2,011,766
SENSATA TECHNOLOGIES HLDG NV SHS 67,438 67,438 New 1,370,137
MALLINCKRODT PUB LTD CO SHS 50,288 50,288 New 723,468
ANN INC COM 47,621 47,621 New 1,295,116
GOOGLE INC CL A 41,473 5,080 13.96 69,457
GOOGLE INC CL C 40,762 4,993 13.96 69,457
ZELTIQ AESTHETICS INC COM 37,842 22,744 150.65 1,862,309
CTRIP COM INTL LTD AMERICAN DEP SHS 31,423 31,423 New 475,891
SPRINT CORP COM SER 1 31,265 3,562 12.86 5,800,605
CARMAX INC COM 28,585 28,585 New 560,932
CBS OUTDOOR AMERS INC COM 27,432 27,432 New 800,000
XOOM CORP COM 23,429 23,429 New 1,041,307
GOGO INC COM 21,810 21,810 New 1,324,212
LIBERTY INTERACTIVE CORP INT COM SER A 20,851 20,851 New 725,000
LUMBER LIQUIDATORS HLDGS INC COM 19,191 19,191 New 327,318
T-MOBILE US INC COM 18,652 1,311 7.56 644,288
ARMSTRONG WORLD INDS INC NEW COM 8,592 618 7.75 152,807
AGILENT TECHNOLOGIES INC COM -49,308 Sold Out 0
B/E AEROSPACE INC COM -65,996 Sold Out 0


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