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 80
New Positions 16
Increased Positions 49
Decreased Positions 31
Positions with Activity 80
Sold Out Positions 21
Total Mkt Value (in $ millions) 5,692

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

Sector Weighting

Basic Materials 1.28%
Capital Goods 10.15%
Conglomerates
Consumer Cyclical 7.38%
Consumer/Non-Cyclical
Energy 1.54%
Financial 6.61%
Healthcare 8.73%
Services 34.48%
Technology 25.77%
Transportation 1.51%
Utilities

80 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 -44,079 Sold Out 0
B/E AEROSPACE INC COM -61,706 Sold Out 0
CAREFUSION CORP COM -95,078 Sold Out 0
CME GROUP INC COM -65,932 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A -61,307 Sold Out 0
EQUIFAX INC COM -73,496 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -72,257 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -71,509 Sold Out 0
FORTINET INC COM -82,432 Sold Out 0
GAMING & LEISURE PPTYS INC COM -7,395 Sold Out 0
GAP INC DEL COM -55,819 Sold Out 0
ILLINOIS TOOL WKS INC COM -69,805 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW -42,435 Sold Out 0
MCDONALDS CORP COM -91,132 Sold Out 0
NOW INC COM -24,224 Sold Out 0
QUALCOMM INC COM -196,333 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM -94,877 Sold Out 0
SIGNET JEWELERS LIMITED SHS -16,591 Sold Out 0
SOLARWINDS INC COM -41,956 Sold Out 0
VALMONT INDS INC COM -90,704 Sold Out 0