Eminence Capital as of March 31, 2013
Portfolio Holdings for Eminence Capital
Eminence Capital holds 54 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
6.1 | $236M | 298k | 794.19 | ||
Advance Auto Parts (AAP) | 5.6 | $215M | 2.6M | 82.65 | |
eBay (EBAY) | 4.1 | $159M | 2.9M | 54.22 | |
Genpact (G) | 4.0 | $153M | 8.4M | 18.19 | |
Fidelity National Financial | 3.3 | $129M | 5.1M | 25.23 | |
Fiserv (FI) | 3.1 | $119M | 1.3M | 87.86 | |
BE Aerospace | 2.8 | $107M | 1.8M | 60.28 | |
Qualcomm (QCOM) | 2.6 | $102M | 1.5M | 66.94 | |
American International (AIG) | 2.6 | $101M | 2.6M | 38.82 | |
Cme (CME) | 2.6 | $100M | 1.6M | 61.41 | |
JPMorgan Chase & Co. (JPM) | 2.5 | $98M | 2.1M | 47.46 | |
Sirona Dental Systems | 2.5 | $98M | 1.3M | 73.73 | |
Monster Beverage | 2.4 | $93M | 1.9M | 47.74 | |
Chicago Bridge & Iron Company | 2.4 | $91M | 1.5M | 62.10 | |
Franklin Resources (BEN) | 2.2 | $86M | 570k | 150.81 | |
CareFusion Corporation | 2.2 | $85M | 2.4M | 34.99 | |
Zebra Technologies (ZBRA) | 2.2 | $84M | 1.8M | 47.13 | |
Fidelity National Information Services (FIS) | 2.1 | $83M | 2.1M | 39.62 | |
MicroStrategy Incorporated (MSTR) | 2.1 | $82M | 809k | 101.08 | |
Charles Schwab Corporation (SCHW) | 2.1 | $81M | 4.5M | 17.69 | |
VCA Antech | 2.1 | $80M | 3.4M | 23.49 | |
Copart (CPRT) | 2.1 | $80M | 2.3M | 34.27 | |
United Technologies Corporation | 2.1 | $80M | 854k | 93.43 | |
PerkinElmer (RVTY) | 2.0 | $78M | 2.3M | 33.64 | |
Tyco International Ltd S hs | 1.8 | $71M | 2.2M | 32.00 | |
Vodafone | 1.8 | $71M | 2.5M | 28.40 | |
Equifax (EFX) | 1.6 | $64M | 1.1M | 57.59 | |
Interxion Holding | 1.6 | $62M | 2.6M | 24.22 | |
Quest Diagnostics Incorporated (DGX) | 1.6 | $60M | 1.1M | 56.46 | |
Williams-Sonoma (WSM) | 1.5 | $60M | 1.2M | 51.52 | |
FleetCor Technologies | 1.5 | $59M | 766k | 76.67 | |
State Street Corporation (STT) | 1.5 | $58M | 983k | 59.09 | |
Fortinet (FTNT) | 1.5 | $57M | 2.4M | 23.68 | |
Family Dollar Stores | 1.4 | $56M | 948k | 59.05 | |
International Game Technology | 1.4 | $55M | 3.3M | 16.50 | |
Adobe Systems Incorporated (ADBE) | 1.4 | $55M | 1.3M | 43.52 | |
Thermo Fisher Scientific (TMO) | 1.4 | $55M | 714k | 76.49 | |
Fossil | 1.4 | $54M | 557k | 96.60 | |
Becton, Dickinson and (BDX) | 1.4 | $53M | 559k | 95.61 | |
Laboratory Corp. of America Holdings (LH) | 1.3 | $50M | 559k | 90.20 | |
Illinois Tool Works (ITW) | 1.3 | $49M | 801k | 60.94 | |
Cognizant Technology Solutions (CTSH) | 1.2 | $46M | 596k | 76.62 | |
Asbury Automotive (ABG) | 1.0 | $40M | 1.1M | 36.69 | |
Unilever | 1.0 | $39M | 949k | 41.00 | |
Rockwell Automation (ROK) | 0.5 | $20M | 235k | 86.35 | |
Group 1 Automotive (GPI) | 0.5 | $20M | 327k | 60.07 | |
National Bank Hldgsk (NBHC) | 0.5 | $20M | 1.1M | 18.30 | |
Sonic Automotive (SAH) | 0.5 | $19M | 852k | 22.16 | |
ExlService Holdings (EXLS) | 0.5 | $17M | 527k | 32.88 | |
V.F. Corporation (VFC) | 0.2 | $8.6M | 52k | 167.74 | |
Ann | 0.2 | $8.4M | 290k | 29.02 | |
Citigroup (C) | 0.2 | $8.4M | 190k | 44.24 | |
Blackstone | 0.2 | $7.9M | 397k | 19.78 | |
Aeropostale | 0.1 | $4.3M | 317k | 13.60 |