EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 81
New Positions 11
Increased Positions 36
Decreased Positions 44
Positions with Activity 80
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,222

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

Sector Weighting

Basic Materials 3.85%
Capital Goods 2.51%
Conglomerates
Consumer Cyclical 5.91%
Consumer/Non-Cyclical 1.67%
Energy 1.87%
Financial 8.38%
Healthcare 1.8%
Services 37.88%
Technology 30.79%
Transportation
Utilities

81 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ALLSCRIPTS HEALTHCARE SOLUTNS COM -153,969 Sold Out 0
APPLE INC COM -132,565 Sold Out 0
SENSATA TECHNOLOGIES HLDG NV SHS -110,706 Sold Out 0
BERRY PLASTICS GROUP INC COM -94,770 Sold Out 0
NATIONAL OILWELL VARCO INC COM 9,576 -88,659 (90.25) 218,181
MCDONALDS CORP COM 32,527 -87,725 (72.95) 331,201
FORTUNE BRANDS HOME & SEC INC COM -86,124 Sold Out 0
MENS WEARHOUSE INC COM 253,916 -85,437 (25.18) 4,278,997
FORTINET INC COM -74,541 Sold Out 0
VALEANT PHARMACEUTICALS INTL I COM -74,379 Sold Out 0
FRANKLIN RES INC COM -73,905 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -73,735 Sold Out 0
FIREEYE INC COM -71,619 Sold Out 0
XOOM CORP COM -60,968 Sold Out 0
AVIS BUDGET GROUP COM -60,272 Sold Out 0
ANN INC COM -58,867 Sold Out 0
MGM RESORTS INTERNATIONAL COM -49,194 Sold Out 0
MELCO CROWN ENTMT LTD ADR -39,287 Sold Out 0
MCGRAW HILL FINL INC COM 124,038 -38,869 (23.86) 1,222,292
COGNIZANT TECHNOLOGY SOLUTIONS CL A 87,890 -38,497 (30.46) 1,411,668