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 80
New Positions 15
Increased Positions 48
Decreased Positions 32
Positions with Activity 80
Sold Out Positions 22
Total Mkt Value (in $ millions) 5,994

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

Sector Weighting

Basic Materials 1.31%
Capital Goods 10.69%
Conglomerates
Consumer Cyclical 7.22%
Consumer/Non-Cyclical 0%
Energy 1.67%
Financial 6.47%
Healthcare 8.06%
Services 35.36%
Technology 25.6%
Transportation 1.39%
Utilities

80 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 -49,114 Sold Out 0
B/E AEROSPACE INC COM -66,787 Sold Out 0
CAREFUSION CORP COM -75,614 Sold Out 0
CME GROUP INC COM -61,593 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A -64,740 Sold Out 0
EQUIFAX INC COM -79,158 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -72,257 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -76,100 Sold Out 0
FORTINET INC COM -83,090 Sold Out 0
GAMING & LEISURE PPTYS INC COM -7,746 Sold Out 0
GAP INC DEL COM -66,272 Sold Out 0
HILLSHIRE BRANDS CO COM -84,848 Sold Out 0
ILLINOIS TOOL WKS INC COM -74,600 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW -45,527 Sold Out 0
MCDONALDS CORP COM -93,719 Sold Out 0
NOW INC COM -28,292 Sold Out 0
QUALCOMM INC COM -204,824 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM -109,685 Sold Out 0
SIGNET JEWELERS LIMITED SHS -16,194 Sold Out 0
SOLARWINDS INC COM -43,387 Sold Out 0


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