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) 6,325

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

Sector Weighting

Basic Materials
Capital Goods 11.59%
Conglomerates
Consumer Cyclical 6.34%
Consumer/Non-Cyclical 1.34%
Energy 0.41%
Financial 9.09%
Healthcare 8.36%
Services 32.65%
Technology 27.16%
Transportation 1.84%
Utilities

74 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) ▲ Change (%) Shares Held
ADVANCE AUTO PARTS INC COM -116,715 Sold Out 0
MONSTER BEVERAGE CORP COM -98,267 Sold Out 0
EQUINIX INC COM NEW 81,723 -80,317 (49.57) 383,336
ZEBRA TECHNOLOGIES CORP CL A 80,491 -68,909 (46.12) 978,019
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -55,906 Sold Out 0
SCHWAB CHARLES CORP NEW COM -50,009 Sold Out 0
QUALCOMM INC COM 218,466 -49,808 (18.57) 2,679,578
FEDEX CORP COM 116,625 -45,219 (27.94) 760,816
ARAMARK COM -35,263 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 71,016 -29,500 (29.35) 1,407,086
AUTODESK INC COM 292,139 -27,405 (8.58) 5,180,691
ALLERGAN INC COM 97,746 -24,214 (19.85) 573,526
VERIZON COMMUNICATIONS INC COM -22,496 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW 45,291 -20,196 (30.84) 428,894
UNITED TECHNOLOGIES CORP COM 68,896 -14,792 (17.68) 621,466
FISERV INC COM 125,118 -14,456 (10.36) 1,996,774
OWENS CORNING NEW COM -14,420 Sold Out 0
AEROPOSTALE COM -13,381 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A 72,257 -6,978 (8.81) 2,205,653
CARNIVAL CORP PAIRED CTF 61,532 -6,056 (8.96) 1,692,308