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Institutional Investment Manager
EMINENCE CAPITAL, LP
EMINENCE CAPITAL, LP (CIK: 0001107310) incorporated in Delaware, located at 399 Park Avenue, 25th Floor, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001085146-14-002338) filed in 2014.11.14
#
Name
Shares
Value ($)
%
Options
Notes
1 AUTODESK INC 5,894,412 324,782 4.75%
2 FOSSIL GROUP INC 2,795,482 262,496 3.84%
3 EBAY INC 4,612,321 261,196 3.82%
4 AMERICAN INTL GROUP INC 3,994,100 215,761 3.16% Call
5 MENS WEARHOUSE INC 4,566,790 215,644 3.16%
6 TIBCO SOFTWARE INC 8,899,702 210,300 3.08%
7 INTERXION HOLDING N.V 5,954,333 164,875 2.41%
8 GNC HLDGS INC 4,230,725 163,898 2.40%
9 NATIONAL OILWELL VARCO INC 2,025,717 154,157 2.26%
10 HUMANA INC 1,173,871 152,944 2.24%
11 GROUP 1 AUTOMOTIVE INC 2,062,895 149,993 2.20%
12 S&P GLOBAL INC 1,702,147 143,746 2.10%
13 AMERICAN INTL GROUP INC 2,587,605 139,782 2.05%
14 Equinix Inc New 645,132 137,078 2.01%
15 ALLSCRIPTS HEALTHCARE SOLUTN 10,206,053 136,914 2.00%
16 VCA INCORPORATED 3,392,009 133,408 1.95%
17 ASBURY AUTOMOTIVE GROUP INC COM 1,924,112 123,951 1.81%
18 Madison Square Garden 1,831,056 121,069 1.77%
19 LENNAR 3,070,648 119,233 1.75%
20 MICROSTRATEGY INC CL A NEW 885,615 115,874 1.70%
21 DRIL-QUIP INC 1,285,922 114,961 1.68%
22 GENPACT LIMITED 6,981,977 113,946 1.67%
23 CBS OUTDOOR AMERICAS INC 3,776,395 113,065 1.66%
24 SENSATA TECHNOLOGIES HLDG NV 2,497,755 111,225 1.63%
25 APPLE INC 1,068,900 107,692 1.58%
26 KAR AUCTION SVCS INC 3,748,654 107,324 1.57%
27 ZYNGA INC 38,146,089 102,994 1.51%
28 MCDONALDS CORP 1,076,598 102,072 1.49%
29 Former Charter Communication (Del 5/18/2016) 673,778 101,990 1.49%
30 COPART INC 3,019,655 94,560 1.38%
31 BAIDU INC 430,805 94,015 1.38%
32 MONSANTO CO NEW 791,649 89,068 1.30%
33 FRANKLIN RESOURCES INC 1,566,384 85,540 1.25%
34 SONIC AUTOMOTIVE INC CL A 3,470,818 85,070 1.25%
35 CARNIVAL CORP 2,095,919 84,193 1.23%
36 VALEANT PHARMACEUTICALS INTL 638,212 83,733 1.23%
37 AUTONATION INC 1,662,323 83,631 1.22%
38 Allergan plc 465,801 83,001 1.22%
39 FISERV INC 1,279,169 82,679 1.21%
40 FEDEX CORP 509,107 82,195 1.20%
41 PVH CORPORATION 648,437 78,558 1.15%
42 SIRONA DENTAL SYS INC 1,009,767 77,429 1.13%
43 COGNIZANT TECHNOLOGY SOLUTIO 1,720,000 77,004 1.13%
44 CADENCE DESIGN SYSTEM INC 4,439,135 76,398 1.12%
45 ANN INC 1,842,000 75,761 1.11%
46 URBAN OUTFITTERS INC 2,043,854 75,009 1.10%
47 UNITED TECHNOLOGIES CORP 705,263 74,476 1.09%
48 ZIMMER BIOMET HLDGS INC 740,000 74,407 1.09%
49 SCRIPPS NETWORKS INTERACT IN 946,000 73,873 1.08% Call
50 FORTUNE BRANDS HOME & SEC IN 1,763,670 72,504 1.06%
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