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 79
New Positions 10
Increased Positions 34
Decreased Positions 44
Positions with Activity 78
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,289

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

Sector Weighting

Basic Materials 4.3%
Capital Goods 2.98%
Conglomerates
Consumer Cyclical 5.99%
Consumer/Non-Cyclical 1.95%
Energy 2.21%
Financial 8.03%
Healthcare 1.84%
Services 38.86%
Technology 30.62%
Transportation
Utilities

79 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 -38,282 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS 122,583 -9,783 (7.39) 1,528,080
COGNIZANT TECHNOLOGY SOLUTIONS CL A 91,533 -40,093 (30.46) 1,411,668
GOOGLE INC CL A 29,506 -9,306 (23.98) 53,242
GOPRO INC CL A 23,553 9,822 71.54 414,600
MONDELEZ INTL INC CL A -21,500 Sold Out 0
SONIC AUTOMOTIVE INC CL A 81,679 -506 (0.62) 3,460,954
WORLD WRESTLING ENTMT INC CL A 46,897 572 1.24 3,279,502
ZYNGA INC CL A 188,789 5,172 2.82 64,213,964
CHARTER COMMUNICATIONS INC DEL CL A NEW 107,479 -5,352 (4.74) 609,427
MICROSTRATEGY INC CL A NEW 156,572 7,097 4.75 886,192
GOOGLE INC CL C 158,622 65,583 70.49 293,864
ALLSCRIPTS HEALTHCARE SOLUTNS COM -156,505 Sold Out 0
ANN INC COM -60,529 Sold Out 0
APPLE INC COM -142,039 Sold Out 0
ASBURY AUTOMOTIVE GROUP INC COM 168,279 15,545 10.18 1,940,707
AUTODESK INC COM 175,298 11,512 7.03 3,213,529
AUTONATION INC COM 88,479 -3,573 (3.88) 1,396,004
AVIS BUDGET GROUP COM -75,096 Sold Out 0
B/E AEROSPACE INC COM 90,098 -3,524 (3.76) 1,528,899


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