EMINENCE CAPITAL LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 69
New Positions 16
Increased Positions 37
Decreased Positions 32
Positions with Activity 69
Sold Out Positions 8
Total Mkt Value (in $ millions) 5,590

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

Sector Weighting

Basic Materials
Capital Goods 13%
Conglomerates 0%
Consumer Cyclical 4.41%
Consumer/Non-Cyclical 2.97%
Energy
Financial 10.15%
Healthcare 8.67%
Services 29.53%
Technology 27.48%
Transportation 2.57%
Utilities

69 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) ▲ Shares Held
ANN INC COM -57,199 Sold Out 0
BECTON DICKINSON & CO COM -73,381 Sold Out 0
COCA COLA ENTERPRISES INC NEW COM -15,568 Sold Out 0
EXLSERVICE HOLDINGS INC COM -40,601 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -43,997 Sold Out 0
JPMORGAN CHASE & CO COM -91,475 Sold Out 0
PANDORA MEDIA INC COM -131,573 Sold Out 0
TYCO INTERNATIONAL LTD SHS -108,548 Sold Out 0
SCHWAB CHARLES CORP NEW COM 49,283 -65,225 (56.96) 1,813,881
FIDELITY NATIONAL FINANCIAL IN CL A 75,269 -62,910 (45.53) 2,418,654
COGNIZANT TECHNOLOGY SOLUTIONS CL A 97,548 -54,327 (35.77) 1,991,596
ADVANCE AUTO PARTS INC COM 114,129 -57,680 (33.57) 940,111
SIRONA DENTAL SYSTEMS INC COM 103,852 -48,653 (31.9) 1,373,334
MONSTER BEVERAGE CORP COM 100,940 -46,422 (31.5) 1,501,408
PVH CORP COM 12,691 -4,763 (27.29) 104,551
FISERV INC COM 127,368 -29,191 (18.65) 2,227,486
FEDEX CORP COM 143,875 -28,930 (16.74) 1,055,805
B/E AEROSPACE INC COM 67,840 -13,497 (16.59) 800,940
FRANKLIN RES INC COM 76,706 -10,635 (12.18) 1,438,860
UNITED TECHNOLOGIES CORP COM 89,304 -11,899 (11.76) 754,897