EMINENCE CAPITAL LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 74
New Positions 13
Increased Positions 34
Decreased Positions 40
Positions with Activity 74
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,287

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

Sector Weighting

Basic Materials
Capital Goods 11.45%
Conglomerates
Consumer Cyclical 6.43%
Consumer/Non-Cyclical 1.35%
Energy 0.42%
Financial 9.03%
Healthcare 8.49%
Services 32.7%
Technology 27.1%
Transportation 1.83%
Utilities

74 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
T-MOBILE US INC COM 18,683 11,946 177.32 599,000
SIGNET JEWELERS LIMITED SHS 16,107 16,107 New 152,000
ZELTIQ AESTHETICS INC COM 11,635 11,635 New 743,000
GAMING & LEISURE PPTYS INC COM 8,018 8,018 New 230,000
ARMSTRONG WORLD INDS INC NEW COM 7,852 7,852 New 141,815
ADVANCE AUTO PARTS INC COM -118,031 Sold Out 0
AEROPOSTALE COM -13,551 Sold Out 0
ARAMARK COM -35,198 Sold Out 0
FAMILY DLR STORES INC COM -4,349 Sold Out 0
MONSTER BEVERAGE CORP COM -100,609 Sold Out 0
OWENS CORNING NEW COM -13,858 Sold Out 0
SCHWAB CHARLES CORP NEW COM -49,882 Sold Out 0
VERIZON COMMUNICATIONS INC COM -22,628 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -57,315 Sold Out 0