EMINENCE CAPITAL, LP Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 79
New Positions 15
Increased Positions 48
Decreased Positions 31
Positions with Activity 79
Sold Out Positions 21
Total Mkt Value (in $ millions) 6,037

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

Sector Weighting

Basic Materials 1.24%
Capital Goods 10.69%
Conglomerates
Consumer Cyclical 7.24%
Consumer/Non-Cyclical
Energy 1.67%
Financial 6.55%
Healthcare 8.22%
Services 35.45%
Technology 25.25%
Transportation 1.35%
Utilities

79 Positions as of 06/30/2014

Company ▲ Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
AGILENT TECHNOLOGIES INC COM -48,120 Sold Out 0
ALLERGAN INC COM 75,974 -17,001 (18.29) 468,655
ALLSCRIPTS HEALTHCARE SOLUTNS COM 135,401 13,020 10.64 9,248,676
AMERICAN INTL GROUP INC COM NEW 143,383 2,730 1.94 2,572,818
ANN INC COM 53,514 53,514 New 1,295,116
ARMSTRONG WORLD INDS INC NEW COM 8,777 631 7.75 152,807
ASBURY AUTOMOTIVE GROUP INC COM 147,096 -2,050 (1.38) 2,117,102
AUTODESK INC COM 323,757 43,999 15.73 5,995,492
AUTONATION INC COM 76,674 1,820 2.43 1,423,842
B/E AEROSPACE INC COM -67,586 Sold Out 0
BAIDU INC SPON ADR REP A 92,668 92,668 New 433,414
CADENCE DESIGN SYSTEM INC COM 145,022 -4,449 (2.98) 8,301,177
CAREFUSION CORP COM -76,456 Sold Out 0
CARMAX INC COM 29,146 29,146 New 560,932
CARNIVAL CORP PAIRED CTF 72,549 9,477 15.03 1,946,586
CBS OUTDOOR AMERS INC COM 27,296 27,296 New 800,000
CHARTER COMMUNICATIONS INC DEL CL A NEW 120,527 20,547 20.55 772,561
CME GROUP INC COM -63,598 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A -63,980 Sold Out 0
COPART INC COM 69,235 1,643 2.43 2,011,766