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
ALLEGION PUB LTD CO ORD SHS -87,345 Sold Out 0
AMBARELLA INC SHS 48,155 New 500,000
AMERICAN INTL GROUP INC COM NEW 191,335 -19,750 (9.36) 3,136,642
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
BAIDU INC SPON ADR REP A 142,777 49,260 52.68 938,519
CABLE ONE INC COM -10,386 Sold Out 0
CANADIAN PAC RY LTD COM 27,357 27,357 New 187,170
CARNIVAL CORP PAIRED CTF 166,222 24,498 17.29 3,358,018
CHARTER COMMUNICATIONS INC DEL CL A NEW -110,666 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A -89,951 Sold Out 0
COPART INC COM 166,056 1,906 1.16 4,745,815
CORNERSTONE ONDEMAND INC COM 92,294 537 .59 2,551,665
CTRIP COM INTL LTD AMERICAN DEP SHS 68,728 -37,474 (35.29) 988,891
DARLING INGREDIENTS INC COM -79,624 Sold Out 0
DIAGEO P L C SPON ADR NEW 50,631 50,631 New 473,454
DOLLAR TREE INC COM -55,704 Sold Out 0


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