EMINENCE CAPITAL, LP Information

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

Report Date: 12/31/2015

Position Statistics

Total Positions 62
New Positions 5
Increased Positions 32
Decreased Positions 30
Positions with Activity 62
Sold Out Positions 9
Total Mkt Value (in $ millions) 6,428

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

Sector Weighting

Basic Materials 2.7%
Capital Goods 3.23%
Conglomerates
Consumer Cyclical 1.67%
Consumer/Non-Cyclical 4.25%
Energy
Financial 5.63%
Healthcare 1.99%
Services 36.23%
Technology 39.6%
Transportation
Utilities

62 Positions as of 12/31/2015

Company Class Value of Shares ($1,000s) ▲ Change in Value ($1,000s) Change (%) Shares Held
ALLERGAN PLC SHS -22,104 Sold Out 0
AMERICAN INTL GROUP INC COM NEW -117,532 Sold Out 0
CORNERSTONE ONDEMAND INC COM -68,438 Sold Out 0
CTRIP COM INTL LTD AMERICAN DEP SHS -100,308 Sold Out 0
EXPEDIA INC DEL COM NEW -96,197 Sold Out 0
FLEETCOR TECHNOLOGIES INC COM -30,961 Sold Out 0
GRAPHIC PACKAGING HLDG CO COM -20,761 Sold Out 0
MCDONALDS CORP COM -37,393 Sold Out 0
MICHAEL KORS HLDGS LTD SHS -215,695 Sold Out 0
COPART INC COM 5,482 -177,499 (97) 127,968
LIONS GATE ENTMNT CORP COM NEW 7,190 3,890 117.88 323,873
J ALEXANDERS HLDGS INC COM 12,985 191 1.49 1,260,728
AMBARELLA INC SHS 17,283 -3,267 (15.9) 420,500
BERRY PLASTICS GROUP INC COM 19,322 19,322 New 536,422
WAYFAIR INC CL A 21,518 20,298 1,664.71 570,000
TIM PARTICIPACOES S A SPONSORED ADR 22,202 326 1.49 2,001,950
ENDO INTL PLC SHS 27,227 5,762 26.84 1,008,420
LINKEDIN CORP COM CL A 44,309 -31,699 (41.71) 353,592
DIAGEO P L C SPON ADR NEW 50,424 715 1.44 465,470
AXALTA COATING SYS LTD COM 54,290 -22,924 (29.69) 1,906,912


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