Eminence Capital as of Dec. 31, 2013
Portfolio Holdings for Eminence Capital
Eminence Capital holds 59 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Autodesk (ADSK) | 5.1 | $285M | 5.7M | 50.32 | |
National-Oilwell Var | 4.7 | $263M | 3.3M | 79.53 | |
Qualcomm (QCOM) | 4.3 | $244M | 3.3M | 74.25 | |
Men's Wearhouse | 4.2 | $239M | 4.7M | 51.08 | |
eBay (EBAY) | 3.7 | $210M | 3.8M | 54.87 | |
Genpact (G) | 3.3 | $188M | 10M | 18.37 | |
Fossil (FOSL) | 3.2 | $182M | 1.5M | 119.94 | |
VCA Antech | 2.7 | $153M | 4.9M | 31.36 | |
FedEx Corporation (FDX) | 2.7 | $152M | 1.1M | 143.77 | |
Equinix | 2.4 | $135M | 760k | 177.45 | |
Fiserv (FI) | 2.3 | $132M | 2.2M | 59.05 | |
Allscripts Healthcare Solutions (MDRX) | 2.3 | $131M | 8.5M | 15.46 | |
American International (AIG) | 2.2 | $126M | 2.5M | 51.05 | |
Vodafone | 2.1 | $121M | 3.1M | 39.31 | |
KAR Auction Services (KAR) | 2.1 | $118M | 4.0M | 29.55 | |
Humana (HUM) | 2.0 | $111M | 1.1M | 103.22 | |
MicroStrategy Incorporated (MSTR) | 1.9 | $110M | 882k | 124.24 | |
Group 1 Automotive (GPI) | 1.9 | $106M | 1.5M | 71.02 | |
Advance Auto Parts (AAP) | 1.9 | $104M | 940k | 110.68 | |
Monster Beverage | 1.8 | $102M | 1.5M | 67.77 | |
Cognizant Technology Solutions (CTSH) | 1.8 | $101M | 996k | 100.98 | |
Lennar Corporation (LEN) | 1.7 | $98M | 2.5M | 39.56 | |
Zebra Technologies (ZBRA) | 1.7 | $98M | 1.8M | 54.08 | |
Asbury Automotive (ABG) | 1.7 | $98M | 1.8M | 53.74 | |
Sirona Dental Systems | 1.7 | $96M | 1.4M | 70.20 | |
United Technologies Corporation | 1.5 | $86M | 755k | 113.80 | |
Valmont Industries (VMI) | 1.5 | $84M | 561k | 149.12 | |
Franklin Resources (BEN) | 1.5 | $83M | 1.4M | 57.73 | |
Allergan | 1.4 | $80M | 716k | 111.08 | |
Fidelity National Financial | 1.4 | $79M | 2.4M | 32.45 | |
1.3 | $76M | 68k | 1120.71 | ||
Interxion Holding | 1.3 | $76M | 3.2M | 23.61 | |
Jos. A. Bank Clothiers | 1.3 | $75M | 1.4M | 54.77 | |
Carnival Corporation (CCL) | 1.3 | $75M | 1.9M | 40.17 | |
Copart (CPRT) | 1.3 | $72M | 2.0M | 36.65 | |
Fidelity National Information Services (FIS) | 1.3 | $72M | 1.3M | 53.68 | |
Charter Communications | 1.3 | $71M | 521k | 136.76 | |
Illinois Tool Works (ITW) | 1.2 | $71M | 839k | 84.08 | |
Equifax (EFX) | 1.2 | $70M | 1.0M | 69.09 | |
BE Aerospace | 1.2 | $70M | 801k | 87.03 | |
Sonic Automotive (SAH) | 1.2 | $70M | 2.8M | 24.48 | |
Dollar General (DG) | 1.2 | $69M | 1.1M | 60.32 | |
CareFusion Corporation | 1.2 | $67M | 1.7M | 39.82 | |
AutoNation (AN) | 1.2 | $66M | 1.3M | 49.69 | |
Cme (CME) | 1.2 | $65M | 833k | 78.46 | |
Fortinet (FTNT) | 1.2 | $65M | 3.4M | 19.13 | |
Laboratory Corp. of America Holdings (LH) | 1.0 | $57M | 620k | 91.37 | |
Charles Schwab Corporation (SCHW) | 0.8 | $47M | 1.8M | 26.00 | |
Zynga | 0.8 | $47M | 12M | 3.80 | |
Hillshire Brands | 0.8 | $45M | 1.4M | 33.44 | |
SolarWinds | 0.7 | $39M | 1.0M | 37.83 | |
Sprint | 0.7 | $39M | 3.6M | 10.75 | |
Aeropostale | 0.7 | $39M | 4.2M | 9.09 | |
Aramark Hldgs (ARMK) | 0.6 | $34M | 1.3M | 26.22 | |
Owens Corning (OC) | 0.3 | $16M | 390k | 40.72 | |
Pvh Corporation (PVH) | 0.2 | $14M | 105k | 136.02 | |
McGraw-Hill Companies | 0.2 | $8.8M | 113k | 78.20 | |
Metropcs Communications (TMUS) | 0.1 | $7.3M | 216k | 33.64 | |
Family Dollar Stores | 0.1 | $4.7M | 72k | 64.97 |