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) 6,218

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

Sector Weighting

Basic Materials
Capital Goods 11.26%
Conglomerates
Consumer Cyclical 6.44%
Consumer/Non-Cyclical 1.36%
Energy 0.41%
Financial 8.94%
Healthcare 8.63%
Services 32.43%
Technology 27.47%
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
ADVANCE AUTO PARTS INC COM -116,762 Sold Out 0
MONSTER BEVERAGE CORP COM -97,381 Sold Out 0
EQUINIX INC COM NEW 82,705 -81,281 (49.57) 383,336
ZEBRA TECHNOLOGIES CORP CL A 80,237 -68,691 (46.12) 978,019
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -57,634 Sold Out 0
SCHWAB CHARLES CORP NEW COM -51,696 Sold Out 0
QUALCOMM INC COM 203,755 -46,454 (18.57) 2,679,578
FEDEX CORP COM 113,635 -44,060 (27.94) 760,816
ARAMARK COM -35,250 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A 70,298 -29,202 (29.35) 1,407,086
AUTODESK INC COM 288,098 -27,026 (8.58) 5,180,691
ALLERGAN INC COM 98,744 -24,461 (19.85) 573,526
VERIZON COMMUNICATIONS INC COM -22,840 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW 45,407 -20,248 (30.84) 428,894
FISERV INC COM 124,898 -14,431 (10.36) 1,996,774
AEROPOSTALE COM -14,230 Sold Out 0
UNITED TECHNOLOGIES CORP COM 66,112 -14,194 (17.68) 621,466
OWENS CORNING NEW COM -13,499 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A 72,257 -6,978 (8.81) 2,205,653
CARNIVAL CORP PAIRED CTF 61,871 -6,089 (8.96) 1,692,308