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 16
Increased Positions 49
Decreased Positions 31
Positions with Activity 80
Sold Out Positions 21
Total Mkt Value (in $ millions) 5,991

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

Sector Weighting

Basic Materials 1.23%
Capital Goods 10.04%
Conglomerates
Consumer Cyclical 7.22%
Consumer/Non-Cyclical
Energy 1.52%
Financial 6.51%
Healthcare 9.06%
Services 34.83%
Technology 25.55%
Transportation 1.55%
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 -46,024 Sold Out 0
B/E AEROSPACE INC COM -60,196 Sold Out 0
CAREFUSION CORP COM -96,475 Sold Out 0
CME GROUP INC COM -67,543 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A -66,035 Sold Out 0
EQUIFAX INC COM -76,327 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -72,257 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -75,248 Sold Out 0
FORTINET INC COM -84,702 Sold Out 0
GAMING & LEISURE PPTYS INC COM -7,236 Sold Out 0
GAP INC DEL COM -57,310 Sold Out 0
ILLINOIS TOOL WKS INC COM -75,186 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW -46,110 Sold Out 0
MCDONALDS CORP COM -92,137 Sold Out 0
NOW INC COM -25,705 Sold Out 0
QUALCOMM INC COM -205,175 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM -98,046 Sold Out 0
SIGNET JEWELERS LIMITED SHS -17,881 Sold Out 0
SOLARWINDS INC COM -43,520 Sold Out 0
VALMONT INDS INC COM -92,342 Sold Out 0