Eminence Capital

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
Google 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