Eminence Capital as of June 30, 2013
Portfolio Holdings for Eminence Capital
Eminence Capital holds 52 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Advance Auto Parts (AAP) | 5.7 | $232M | 2.9M | 81.17 | |
| Genpact (G) | 4.3 | $176M | 9.1M | 19.24 | |
| eBay (EBAY) | 4.1 | $168M | 3.3M | 51.72 | |
| Fossil (FOSL) | 3.3 | $133M | 1.3M | 103.31 | |
| Sirona Dental Systems | 3.2 | $131M | 2.0M | 65.88 | |
| Qualcomm (QCOM) | 3.2 | $130M | 2.1M | 61.09 | |
| American International (AIG) | 3.2 | $130M | 2.9M | 44.70 | |
| VCA Antech | 3.1 | $126M | 4.8M | 26.09 | |
| Fiserv (FI) | 2.9 | $119M | 1.4M | 87.41 | |
| Fidelity National Financial | 2.9 | $118M | 4.9M | 23.81 | |
| Monster Beverage | 2.8 | $113M | 1.9M | 60.83 | |
| Cognizant Technology Solutions (CTSH) | 2.7 | $108M | 1.7M | 62.64 | |
| United Technologies Corporation | 2.7 | $108M | 1.2M | 92.94 | |
| Charles Schwab Corporation (SCHW) | 2.3 | $96M | 4.5M | 21.23 | |
| BE Aerospace | 2.2 | $89M | 1.4M | 63.08 | |
| Cme (CME) | 2.2 | $89M | 1.2M | 75.95 | |
| JPMorgan Chase & Co. (JPM) | 2.1 | $87M | 1.6M | 52.79 | |
| CareFusion Corporation | 2.1 | $87M | 2.4M | 36.85 | |
| Tyco International Ltd S hs | 2.1 | $86M | 2.6M | 32.95 | |
| Fidelity National Information Services (FIS) | 2.0 | $83M | 1.9M | 42.84 | |
| Pandora Media | 2.0 | $81M | 4.4M | 18.40 | |
| NetApp (NTAP) | 1.9 | $79M | 2.1M | 37.78 | |
| Zebra Technologies (ZBRA) | 1.9 | $77M | 1.8M | 43.44 | |
| MicroStrategy Incorporated (MSTR) | 1.9 | $77M | 885k | 86.96 | |
| Franklin Resources (BEN) | 1.8 | $72M | 528k | 136.02 | |
| Vodafone | 1.8 | $71M | 2.5M | 28.75 | |
| Asbury Automotive (ABG) | 1.7 | $68M | 1.7M | 40.10 | |
| Allscripts Healthcare Solutions (MDRX) | 1.6 | $64M | 4.9M | 12.94 | |
| Chicago Bridge & Iron Company | 1.6 | $63M | 1.1M | 59.66 | |
| Becton, Dickinson and (BDX) | 1.5 | $61M | 621k | 98.83 | |
| Oracle Corporation (ORCL) | 1.5 | $61M | 2.0M | 30.71 | |
| Illinois Tool Works (ITW) | 1.5 | $60M | 873k | 69.17 | |
| Equifax (EFX) | 1.5 | $59M | 1.0M | 58.93 | |
| Laboratory Corp. of America Holdings (LH) | 1.5 | $60M | 596k | 100.10 | |
| Fortinet (FTNT) | 1.5 | $59M | 3.4M | 17.50 | |
| Copart (CPRT) | 1.4 | $59M | 1.9M | 30.80 | |
| Quest Diagnostics Incorporated (DGX) | 1.4 | $59M | 966k | 60.63 | |
| Interxion Holding | 1.4 | $58M | 2.2M | 26.13 | |
| FleetCor Technologies | 1.4 | $55M | 681k | 81.30 | |
| Ann | 1.3 | $54M | 1.6M | 33.20 | |
| Charter Communications | 1.3 | $53M | 427k | 123.85 | |
| State Street Corporation (STT) | 1.2 | $48M | 738k | 65.21 | |
| Group 1 Automotive (GPI) | 1.2 | $48M | 743k | 64.33 | |
| Sonic Automotive (SAH) | 1.0 | $42M | 2.0M | 21.14 | |
| Aeropostale | 1.0 | $42M | 3.0M | 13.80 | |
| ExlService Holdings (EXLS) | 1.0 | $41M | 1.4M | 29.56 | |
| Unilever | 0.8 | $35M | 883k | 39.31 | |
| Coca-cola Enterprises | 0.4 | $16M | 465k | 35.16 | |
| Jos. A. Bank Clothiers | 0.3 | $13M | 318k | 41.32 | |
| Pvh Corporation (PVH) | 0.3 | $11M | 89k | 125.05 | |
| International Game Technology | 0.2 | $9.2M | 550k | 16.71 | |
| Blackstone | 0.1 | $5.4M | 258k | 21.06 |
