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 79
New Positions 10
Increased Positions 34
Decreased Positions 44
Positions with Activity 78
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,326

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

Sector Weighting

Basic Materials 4.35%
Capital Goods 3.05%
Conglomerates
Consumer Cyclical 6.59%
Consumer/Non-Cyclical 1.96%
Energy 2.21%
Financial 8.01%
Healthcare 1.85%
Services 38.51%
Technology 30.32%
Transportation
Utilities

79 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 -153,430 Sold Out 0
APPLE INC COM -140,185 Sold Out 0
SENSATA TECHNOLOGIES HLDG NV SHS -123,423 Sold Out 0
BERRY PLASTICS GROUP INC COM -102,211 Sold Out 0
NATIONAL OILWELL VARCO INC COM 10,946 -101,345 (90.25) 218,181
HERTZ GLOBAL HOLDINGS INC COM -91,888 Sold Out 0
MCDONALDS CORP COM 33,157 -89,422 (72.95) 331,201
MENS WEARHOUSE INC COM 249,252 -83,867 (25.18) 4,278,997
FORTUNE BRANDS HOME & SEC INC COM -82,999 Sold Out 0
FRANKLIN RES INC COM -82,136 Sold Out 0
AVIS BUDGET GROUP COM -78,052 Sold Out 0
VALEANT PHARMACEUTICALS INTL I COM -66,581 Sold Out 0
FIREEYE INC COM -63,680 Sold Out 0
FORTINET INC COM -61,053 Sold Out 0
ANN INC COM -60,349 Sold Out 0
MGM RESORTS INTERNATIONAL COM -54,189 Sold Out 0
XOOM CORP COM -46,173 Sold Out 0
MCGRAW HILL FINL INC COM 130,419 -40,868 (23.86) 1,222,292
COGNIZANT TECHNOLOGY SOLUTIONS CL A 91,758 -40,192 (30.46) 1,411,668
MELCO CROWN ENTMT LTD ADR -37,455 Sold Out 0


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