Eminence Capital

Eminence Capital as of June 30, 2014

Portfolio Holdings for Eminence Capital

Eminence Capital holds 58 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Autodesk (ADSK) 5.6 $338M 6.0M 56.38
National-Oilwell Var 5.3 $322M 3.9M 82.35
Fossil (FOSL) 4.7 $283M 2.7M 104.52
Men's Wearhouse 4.3 $259M 4.6M 55.80
eBay (EBAY) 3.8 $228M 4.5M 50.06
VCA Antech 3.0 $182M 5.2M 35.09
KAR Auction Services (KAR) 2.9 $174M 5.5M 31.87
Group 1 Automotive (GPI) 2.8 $170M 2.0M 84.31
Equinix 2.5 $149M 708k 210.09
Allscripts Healthcare Solutions (MDRX) 2.5 $148M 9.2M 16.05
McGraw-Hill Companies 2.4 $147M 1.8M 83.03
Cadence Design Systems (CDNS) 2.4 $145M 8.3M 17.49
Asbury Automotive (ABG) 2.4 $146M 2.1M 68.74
Humana (HUM) 2.3 $141M 1.1M 127.72
American International (AIG) 2.3 $140M 2.6M 54.58
Genpact (G) 2.3 $139M 7.9M 17.53
Dollar General (DG) 2.3 $138M 2.4M 57.36
Interxion Holding 2.2 $133M 4.9M 27.38
MicroStrategy Incorporated (MSTR) 2.1 $126M 893k 140.62
Charter Communications 2.0 $122M 773k 158.38
Madison Square Garden 1.9 $115M 1.8M 62.45
Dril-Quip (DRQ) 1.8 $109M 1.0M 109.24
Tibco Software 1.8 $107M 5.3M 20.17
Valeant Pharmaceuticals Int 1.6 $95M 753k 126.12
Franklin Resources (BEN) 1.5 $91M 1.6M 57.84
Lennar Corporation (LEN) 1.4 $87M 2.1M 41.98
Zynga 1.4 $85M 27M 3.21
AutoNation (AN) 1.4 $85M 1.4M 59.68
FedEx Corporation (FDX) 1.4 $84M 553k 151.38
Sirona Dental Systems 1.4 $84M 1.0M 82.46
Ralph Lauren Corp (RL) 1.4 $82M 508k 160.69
Monsanto Company 1.3 $81M 649k 124.74
Baidu (BIDU) 1.3 $81M 433k 186.81
Allergan 1.3 $79M 469k 169.22
Fortune Brands (FBIN) 1.3 $79M 2.0M 39.93
Urban Outfitters (URBN) 1.3 $79M 2.3M 33.86
Pvh Corporation (PVH) 1.3 $78M 669k 116.60
Fiserv (FI) 1.3 $78M 1.3M 60.32
Sonic Automotive (SAH) 1.3 $78M 2.9M 26.68
Carnival Corporation (CCL) 1.2 $73M 1.9M 37.65
United Technologies Corporation 1.2 $74M 637k 115.45
Copart (CPRT) 1.2 $72M 2.0M 35.96
Sensata Technologies Hldg Bv 1.1 $64M 1.4M 46.78
Mallinckrodt Pub 1.0 $58M 724k 80.02
Ann 0.9 $53M 1.3M 41.14
Sprint 0.8 $50M 5.8M 8.53
Google 0.7 $41M 70k 584.66
Google Inc Class C 0.7 $40M 70k 575.28
Ctrip.com International 0.5 $31M 476k 64.04
CarMax (KMX) 0.5 $29M 561k 52.01
Zeltiq Aesthetics 0.5 $28M 1.9M 15.19
Xoom 0.5 $27M 1.0M 26.36
Gogo (GOGO) 0.4 $26M 1.3M 19.56
Cbs Outdoor Americas 0.4 $26M 800k 32.68
Lumber Liquidators Holdings (LL) 0.4 $25M 327k 75.95
Metropcs Communications (TMUS) 0.4 $22M 644k 33.62
Liberty Media 0.3 $21M 725k 29.36
Armstrong World Industries (AWI) 0.1 $8.8M 153k 57.43