EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 75
New Positions 14
Increased Positions 39
Decreased Positions 33
Positions with Activity 72
Sold Out Positions 16
Total Mkt Value (in $ millions) 6,378

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

Sector Weighting

Basic Materials 4.79%
Capital Goods 2.41%
Conglomerates
Consumer Cyclical 9.31%
Consumer/Non-Cyclical 2.88%
Energy 0%
Financial 10.79%
Healthcare 0.93%
Services 33.49%
Technology 32.85%
Transportation 0.43%
Utilities

75 Positions as of 06/30/2015

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
CTRIP COM INTL LTD AMERICAN DEP SHS 68,728 -37,474 (35.29) 988,891
COGNIZANT TECHNOLOGY SOLUTIONS CL A -89,951 Sold Out 0
FOREST CITY ENTERPRISES INC CL A 97,563 97,563 New 4,521,000
GOOGLE INC CL A 35,326 203 .58 53,550
GOPRO INC CL A -19,975 Sold Out 0
SONIC AUTOMOTIVE INC CL A 64,118 -11,088 (14.74) 2,950,677
WORLD WRESTLING ENTMT INC CL A 63,910 -8 (0.01) 3,279,095
YELP INC CL A 40,520 40,520 New 1,691,149
ZYNGA INC CL A 192,341 30,522 18.86 76,325,768
CHARTER COMMUNICATIONS INC DEL CL A NEW -110,666 Sold Out 0
MICROSTRATEGY INC CL A NEW 178,672 556 .31 888,960
GOOGLE INC CL C 198,736 13,490 7.28 315,264
ARRIS GROUP INC NEW COM 93,793 93,793 New 3,497,138
ASBURY AUTOMOTIVE GROUP INC COM 117,039 -38,703 (24.85) 1,458,430
AUTODESK INC COM 197,393 44,686 29.26 4,153,886
AUTONATION INC COM 115,458 30,972 36.66 1,907,774
B/E AEROSPACE INC COM -75,512 Sold Out 0
CABLE ONE INC COM -10,386 Sold Out 0
CANADIAN PAC RY LTD COM 27,357 27,357 New 187,170
COPART INC COM 166,056 1,906 1.16 4,745,815


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