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 | 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 |
