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
CTRIP COM INTL LTD AMERICAN DEP SHS 30,609 30,609 New 475,891
COGNIZANT TECHNOLOGY SOLUTIONS CL A -64,909 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -72,257 Sold Out 0
GOOGLE INC CL A 40,493 4,960 13.96 69,457
LENNAR CORP CL A 80,553 -16,072 (16.63) 2,070,235
MADISON SQUARE GARDEN CO CL A 124,168 124,168 New 1,846,636
RALPH LAUREN CORP CL A 86,198 7,251 9.19 508,006
SONIC AUTOMOTIVE INC CL A 72,874 -12,157 (14.3) 2,910,300
ZEBRA TECHNOLOGIES CORP CL A -75,738 Sold Out 0
ZYNGA INC CL A 76,411 35,963 88.92 26,531,473
CHARTER COMMUNICATIONS INC DEL CL A NEW 121,161 20,655 20.55 772,561
MICROSTRATEGY INC CL A NEW 123,763 2,080 1.71 892,503
GOOGLE INC CL C 39,660 4,858 13.96 69,457
MCGRAW HILL FINL INC COM 142,196 32,968 30.18 1,764,442
AGILENT TECHNOLOGIES INC COM -48,314 Sold Out 0
ALLERGAN INC COM 76,278 -17,069 (18.29) 468,655
ALLSCRIPTS HEALTHCARE SOLUTNS COM 136,510 13,127 10.64 9,248,676
ANN INC COM 53,022 53,022 New 1,295,116
ARMSTRONG WORLD INDS INC NEW COM 8,828 635 7.75 152,807
ASBURY AUTOMOTIVE GROUP INC COM 147,795 -2,060 (1.38) 2,117,102