EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 86
New Positions 18
Increased Positions 48
Decreased Positions 38
Positions with Activity 86
Sold Out Positions 17
Total Mkt Value (in $ millions) 6,703

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

Sector Weighting

Basic Materials 3.04%
Capital Goods 7.01%
Conglomerates
Consumer Cyclical 5.49%
Consumer/Non-Cyclical 2.43%
Energy 1.69%
Financial 8.41%
Healthcare 3.32%
Services 36.76%
Technology 27.37%
Transportation 0%
Utilities

86 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ACTAVIS PLC SHS -51,575 Sold Out 0
BRUKER CORP COM -15,322 Sold Out 0
CADENCE DESIGN SYSTEM INC COM -79,860 Sold Out 0
DOLLAR GEN CORP NEW COM -73,202 Sold Out 0
FEDEX CORP COM -84,222 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM -64,620 Sold Out 0
FISERV INC COM -99,558 Sold Out 0
JANUS CAP GROUP INC COM -61,309 Sold Out 0
LENNAR CORP CL A -152,550 Sold Out 0
LIBERTY INTERACTIVE CORP INT COM SER A -36,515 Sold Out 0
LIBERTY INTERACTIVE CORP LBT VENT COM A -7,398 Sold Out 0
MADISON SQUARE GARDEN CO CL A -146,906 Sold Out 0
SIRONA DENTAL SYSTEMS INC COM -89,465 Sold Out 0
TRIBUNE PUBG CO COM -3,643 Sold Out 0
UNITED TECHNOLOGIES CORP COM -82,135 Sold Out 0
URBAN OUTFITTERS INC COM -93,322 Sold Out 0
VCA INC COM -178,725 Sold Out 0
VIRNETX HLDG CORP COM 1,518 -5,049 (76.88) 249,711
VALEANT PHARMACEUTICALS INTL I COM 57,413 -68,321 (54.34) 291,421
AUTODESK INC COM 178,198 -171,635 (49.06) 3,002,498


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