EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 80
New Positions 11
Increased Positions 35
Decreased Positions 44
Positions with Activity 79
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,243

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

Sector Weighting

Basic Materials 3.99%
Capital Goods 2.8%
Conglomerates
Consumer Cyclical 6.14%
Consumer/Non-Cyclical 1.84%
Energy 2.15%
Financial 8.3%
Healthcare 1.78%
Services 39.99%
Technology 29.86%
Transportation
Utilities

80 Positions as of 03/31/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR -40,626 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS 108,937 -8,694 (7.39) 1,528,080
COGNIZANT TECHNOLOGY SOLUTIONS CL A 85,448 -37,428 (30.46) 1,411,668
GOOGLE INC CL A 29,141 -9,191 (23.98) 53,242
GOPRO INC CL A 21,456 8,948 71.54 414,600
MONDELEZ INTL INC CL A -22,074 Sold Out 0
SONIC AUTOMOTIVE INC CL A 82,163 -509 (0.62) 3,460,954
WORLD WRESTLING ENTMT INC CL A 54,210 661 1.24 3,279,502
ZYNGA INC CL A 182,368 4,996 2.82 64,213,964
CHARTER COMMUNICATIONS INC DEL CL A NEW 104,700 -5,213 (4.74) 609,427
MICROSTRATEGY INC CL A NEW 152,930 6,932 4.75 886,192
GOOGLE INC CL C 153,808 63,593 70.49 293,864
ALLSCRIPTS HEALTHCARE SOLUTNS COM -144,798 Sold Out 0
ANN INC COM -62,166 Sold Out 0
APPLE INC COM -136,283 Sold Out 0
ASBURY AUTOMOTIVE GROUP INC COM 176,721 16,325 10.18 1,940,707
AUTODESK INC COM 163,344 10,727 7.03 3,213,529
AUTONATION INC COM 88,535 -3,575 (3.88) 1,396,004
AVIS BUDGET GROUP COM -63,587 Sold Out 0
B/E AEROSPACE INC COM 82,645 -3,232 (3.76) 1,528,899


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