EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 79
New Positions 15
Increased Positions 48
Decreased Positions 31
Positions with Activity 79
Sold Out Positions 21
Total Mkt Value (in $ millions) 6,059

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

Sector Weighting

Basic Materials 1.24%
Capital Goods 10.35%
Conglomerates
Consumer Cyclical 7.26%
Consumer/Non-Cyclical
Energy 1.53%
Financial 6.69%
Healthcare 8.43%
Services 34.81%
Technology 25.71%
Transportation 1.45%
Utilities

79 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
AGILENT TECHNOLOGIES INC COM -49,173 Sold Out 0
B/E AEROSPACE INC COM -69,951 Sold Out 0
CAREFUSION CORP COM -78,662 Sold Out 0
CME GROUP INC COM -68,897 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A -63,755 Sold Out 0
EQUIFAX INC COM -78,362 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -72,257 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -75,781 Sold Out 0
FORTINET INC COM -88,074 Sold Out 0
GAMING & LEISURE PPTYS INC COM -7,236 Sold Out 0
GAP INC DEL COM -67,395 Sold Out 0
ILLINOIS TOOL WKS INC COM -74,425 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW -45,488 Sold Out 0
MCDONALDS CORP COM -93,013 Sold Out 0
NOW INC COM -27,578 Sold Out 0
QUALCOMM INC COM -204,827 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM -97,194 Sold Out 0
SIGNET JEWELERS LIMITED SHS -17,653 Sold Out 0
SOLARWINDS INC COM -45,207 Sold Out 0
VALMONT INDS INC COM -93,033 Sold Out 0