EMINENCE CAPITAL, LP Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 79
New Positions 10
Increased Positions 34
Decreased Positions 44
Positions with Activity 78
Sold Out Positions 20
Total Mkt Value (in $ millions) 6,327

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

Sector Weighting

Basic Materials 4.22%
Capital Goods 2.94%
Conglomerates
Consumer Cyclical 6.12%
Consumer/Non-Cyclical 1.98%
Energy 2.24%
Financial 8.31%
Healthcare 1.84%
Services 38.63%
Technology 30.51%
Transportation
Utilities

79 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held ▲
ALLSCRIPTS HEALTHCARE SOLUTNS COM -153,106 Sold Out 0
ANN INC COM -60,104 Sold Out 0
APPLE INC COM -140,077 Sold Out 0
AVIS BUDGET GROUP COM -74,608 Sold Out 0
BERRY PLASTICS GROUP INC COM -97,494 Sold Out 0
FIREEYE INC COM -70,820 Sold Out 0
FORTINET INC COM -62,532 Sold Out 0
FORTUNE BRANDS HOME & SEC INC COM -84,426 Sold Out 0
FRANKLIN RES INC COM -80,722 Sold Out 0
HERTZ GLOBAL HOLDINGS INC COM -91,844 Sold Out 0
MELCO CROWN ENTMT LTD ADR -38,223 Sold Out 0
MGM RESORTS INTERNATIONAL COM -53,379 Sold Out 0
MONDELEZ INTL INC CL A -21,675 Sold Out 0
REMY INTL INC NEW COM -23,254 Sold Out 0
SENSATA TECHNOLOGIES HLDG NV SHS -124,978 Sold Out 0
SPRINT CORP COM SER 1 -17,764 Sold Out 0
VALEANT PHARMACEUTICALS INTL I COM -69,358 Sold Out 0
VIRNETX HLDG CORP COM -1,229 Sold Out 0
XOOM CORP COM -48,427 Sold Out 0
ZELTIQ AESTHETICS INC COM -25,327 Sold Out 0