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) 6,349

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

Sector Weighting

Basic Materials 4.31%
Capital Goods 3.04%
Conglomerates
Consumer Cyclical 6.61%
Consumer/Non-Cyclical 1.97%
Energy 2.22%
Financial 7.95%
Healthcare 1.84%
Services 38.71%
Technology 30.24%
Transportation
Utilities

79 Positions as of 03/31/2015

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ALLEGION PUB LTD CO ORD SHS 88,780 -9,957 (10.08) 1,449,236
ALLSCRIPTS HEALTHCARE SOLUTNS COM -157,530 Sold Out 0
AMBARELLA INC SHS 41,840 41,840 New 500,000
AMERICAN INTL GROUP INC COM NEW 207,209 34,923 20.27 3,460,406
ANN INC COM -60,529 Sold Out 0
APPLE INC COM -142,858 Sold Out 0
ASBURY AUTOMOTIVE GROUP INC COM 166,649 15,395 10.18 1,940,707
AUTODESK INC COM 181,211 11,900 7.03 3,213,529
AUTONATION INC COM 86,915 -3,510 (3.88) 1,396,004
AVIS BUDGET GROUP COM -77,880 Sold Out 0
B/E AEROSPACE INC COM 92,483 -3,617 (3.76) 1,528,899
BAIDU INC SPON ADR REP A 125,280 20,401 19.45 614,718
BERRY PLASTICS GROUP INC COM -101,537 Sold Out 0
CARNIVAL CORP PAIRED CTF 135,569 34,893 34.66 2,863,119
CHARTER COMMUNICATIONS INC DEL CL A NEW 106,851 -5,321 (4.74) 609,427
COGNIZANT TECHNOLOGY SOLUTIONS CL A 91,490 -40,074 (30.46) 1,411,668
COPART INC COM 166,965 11,668 7.51 4,691,344
CORNERSTONE ONDEMAND INC COM 81,686 37,691 85.67 2,536,818
CTRIP COM INTL LTD AMERICAN DEP SHS 129,321 -10,320 (7.39) 1,528,080
DARLING INGREDIENTS INC COM 97,172 -31,390 (24.42) 6,245,000