EMINENCE CAPITAL LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 74
New Positions 13
Increased Positions 34
Decreased Positions 40
Positions with Activity 74
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,294

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

Sector Weighting

Basic Materials
Capital Goods 11.52%
Conglomerates
Consumer Cyclical 6.46%
Consumer/Non-Cyclical 1.35%
Energy 0.41%
Financial 8.93%
Healthcare 8.25%
Services 33.1%
Technology 26.86%
Transportation 1.82%
Utilities

74 Positions as of 03/31/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
COGNIZANT TECHNOLOGY SOLUTIONS CL A 69,932 -29,050 (29.35) 1,407,086
FIDELITY NATIONAL FINANCIAL IN CL A 72,257 -6,978 (8.81) 2,205,653
GOOGLE INC CL A 35,756 -3,939 (9.92) 60,949
LENNAR CORP CL A 100,002 213 .21 2,483,299
RALPH LAUREN CORP CL A 74,039 74,039 New 465,272
SONIC AUTOMOTIVE INC CL A 89,853 14,554 19.33 3,395,801
ZEBRA TECHNOLOGIES CORP CL A 81,753 -69,989 (46.12) 978,019
ZYNGA INC CL A 45,503 5,518 13.80 14,044,154
CHARTER COMMUNICATIONS INC DEL CL A NEW 103,993 19,536 23.13 640,861
MICROSTRATEGY INC CL A NEW 123,333 -591 (0.48) 877,503
GOOGLE INC CL C 35,300 -3,889 (9.92) 60,949
MCGRAW HILL FINL INC COM 111,153 101,886 1,099.44 1,355,362
ADVANCE AUTO PARTS INC COM -125,307 Sold Out 0
AEROPOSTALE COM -13,593 Sold Out 0
AGILENT TECHNOLOGIES INC COM 47,657 47,657 New 842,000
ALLERGAN INC COM 95,452 -23,645 (19.85) 573,526
ALLSCRIPTS HEALTHCARE SOLUTNS COM 131,659 -2,016 (1.51) 8,359,324
ARAMARK COM -34,412 Sold Out 0
ARMSTRONG WORLD INDS INC NEW COM 7,759 7,759 New 141,815
ASBURY AUTOMOTIVE GROUP INC COM 152,689 23,052 17.78 2,146,614


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