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) 6,294

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

Sector Weighting

Basic Materials
Capital Goods 11.52%
Conglomerates
Consumer Cyclical 6.46%
Consumer/Non-Cyclical 1.35%
Energy 0.41%
Financial 8.93%
Healthcare 8.25%
Services 33.1%
Technology 26.86%
Transportation 1.82%
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 -125,307 Sold Out 0
AEROPOSTALE COM -13,593 Sold Out 0
ARAMARK COM -34,412 Sold Out 0
FAMILY DLR STORES INC COM -4,456 Sold Out 0
MONSTER BEVERAGE CORP COM -106,600 Sold Out 0
OWENS CORNING NEW COM -14,572 Sold Out 0
SCHWAB CHARLES CORP NEW COM -49,156 Sold Out 0
VERIZON COMMUNICATIONS INC COM -22,205 Sold Out 0
VODAFONE GROUP PLC NEW SPNSR ADR NO PAR -54,597 Sold Out 0
GOOGLE INC CL C 35,300 -3,889 (9.92) 60,949
GOOGLE INC CL A 35,756 -3,939 (9.92) 60,949
ARMSTRONG WORLD INDS INC NEW COM 7,759 7,759 New 141,815
SIGNET JEWELERS LIMITED SHS 17,013 17,013 New 152,000
GAMING & LEISURE PPTYS INC COM 8,190 8,190 New 230,000
DRIL-QUIP INC COM 25,552 25,552 New 245,600
EQUINIX INC COM NEW 81,041 -79,646 (49.57) 383,336
LABORATORY CORP AMER HLDGS COM NEW 44,858 -20,003 (30.84) 428,894
RALPH LAUREN CORP CL A 74,039 74,039 New 465,272
ALLERGAN INC COM 95,452 -23,645 (19.85) 573,526
T-MOBILE US INC COM 20,067 12,831 177.32 599,000


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