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) 6,321

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

Sector Weighting

Basic Materials
Capital Goods 11.55%
Conglomerates
Consumer Cyclical 6.33%
Consumer/Non-Cyclical 1.34%
Energy 0.41%
Financial 9.07%
Healthcare 8.33%
Services 32.81%
Technology 27.08%
Transportation 1.84%
Utilities

74 Positions as of 03/31/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
ADVANCE AUTO PARTS INC COM -122,656 Sold Out 0
AEROPOSTALE COM -14,315 Sold Out 0
AGILENT TECHNOLOGIES INC COM 47,278 47,278 New 842,000
ALLERGAN INC COM 96,008 -23,783 (19.85) 573,526
ALLSCRIPTS HEALTHCARE SOLUTNS COM 140,520 -2,152 (1.51) 8,359,324
AMERICAN INTL GROUP INC COM NEW 139,315 3,585 2.64 2,523,825
ARAMARK COM -34,824 Sold Out 0
ARMSTRONG WORLD INDS INC NEW COM 7,665 7,665 New 141,815
ASBURY AUTOMOTIVE GROUP INC COM 152,732 23,058 17.78 2,146,614
AUTODESK INC COM 297,164 -27,877 (8.58) 5,180,691
AUTONATION INC COM 79,830 3,652 4.79 1,390,042
B/E AEROSPACE INC COM 76,247 -186 (0.24) 798,988
CADENCE DESIGN SYSTEM INC COM 147,502 147,502 New 8,555,820
CAREFUSION CORP COM 75,092 -183 (0.24) 1,683,686
CARNIVAL CORP PAIRED CTF 61,803 -6,082 (8.96) 1,692,308
CHARTER COMMUNICATIONS INC DEL CL A NEW 105,197 19,762 23.13 640,861
CME GROUP INC COM 60,177 -148 (0.25) 830,483
COGNIZANT TECHNOLOGY SOLUTIONS CL A 69,566 -28,898 (29.35) 1,407,086
COPART INC COM 68,898 -168 (0.24) 1,964,014
DOLLAR GEN CORP NEW COM 92,320 28,661 45.02 1,664,929