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) 6,031

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 10.46%
Conglomerates
Consumer Cyclical 7.35%
Consumer/Non-Cyclical
Energy 1.54%
Financial 6.64%
Healthcare 8.53%
Services 34.76%
Technology 25.57%
Transportation 1.42%
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 -48,760 Sold Out 0
B/E AEROSPACE INC COM -69,081 Sold Out 0
CAREFUSION CORP COM -78,291 Sold Out 0
CME GROUP INC COM -66,331 Sold Out 0
COGNIZANT TECHNOLOGY SOLUTIONS CL A -63,291 Sold Out 0
EQUIFAX INC COM -78,513 Sold Out 0
FIDELITY NATIONAL FINANCIAL IN CL A -72,257 Sold Out 0
FIDELITY NATL INFORMATION SVCS COM -75,834 Sold Out 0
FORTINET INC COM -85,853 Sold Out 0
GAMING & LEISURE PPTYS INC COM -7,229 Sold Out 0
GAP INC DEL COM -67,825 Sold Out 0
ILLINOIS TOOL WKS INC COM -74,232 Sold Out 0
LABORATORY CORP AMER HLDGS COM NEW -45,896 Sold Out 0
MCDONALDS CORP COM -93,281 Sold Out 0
NOW INC COM -28,109 Sold Out 0
QUALCOMM INC COM -202,871 Sold Out 0
RESTORATION HARDWARE HLDGS INC COM -97,495 Sold Out 0
SIGNET JEWELERS LIMITED SHS -17,947 Sold Out 0
SOLARWINDS INC COM -44,706 Sold Out 0
VALMONT INDS INC COM -93,331 Sold Out 0