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 15
Increased Positions 48
Decreased Positions 32
Positions with Activity 80
Sold Out Positions 22
Total Mkt Value (in $ millions) 6,054

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 10.69%
Conglomerates
Consumer Cyclical 7.3%
Consumer/Non-Cyclical 0%
Energy 1.67%
Financial 6.56%
Healthcare 8.11%
Services 35.51%
Technology 25.24%
Transportation 1.36%
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 -48,314 Sold Out 0
B/E AEROSPACE INC COM -68,106 Sold Out 0
CAREFUSION CORP COM -76,406 Sold Out 0
CME GROUP INC COM -63,499 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A -64,909 Sold Out 0
EQUIFAX INC COM -78,644 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -72,257 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -75,821 Sold Out 0
FORTINET INC COM -84,176 Sold Out 0
GAMING & LEISURE PPTYS INC COM -7,696 Sold Out 0
GAP INC DEL COM -70,992 Sold Out 0
HILLSHIRE BRANDS CO COM -85,078 Sold Out 0
ILLINOIS TOOL WKS INC COM -74,048 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW -45,364 Sold Out 0
MCDONALDS CORP COM -94,177 Sold Out 0
NOW INC COM -28,702 Sold Out 0
QUALCOMM INC COM -206,247 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM -109,836 Sold Out 0
SIGNET JEWELERS LIMITED SHS -16,421 Sold Out 0
SOLARWINDS INC COM -43,888 Sold Out 0