Eminence Capital

Eminence Capital as of Sept. 30, 2013

Portfolio Holdings for Eminence Capital

Eminence Capital holds 52 positions in its portfolio as reported in the September 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Qualcomm (QCOM) 5.0 $224M 3.3M 67.32
eBay (EBAY) 4.1 $186M 3.3M 55.79
National-Oilwell Var 4.0 $182M 2.3M 78.11
Genpact (G) 3.5 $160M 8.5M 18.88
Fossil (FOSL) 3.2 $146M 1.3M 116.24
FedEx Corporation (FDX) 3.2 $145M 1.3M 114.11
Fiserv (FI) 3.1 $138M 1.4M 101.05
VCA Antech 3.0 $135M 4.9M 27.46
Sirona Dental Systems 3.0 $135M 2.0M 66.93
Cognizant Technology Solutions (CTSH) 2.8 $127M 1.6M 82.12
Fidelity National Financial 2.6 $118M 4.4M 26.60
Advance Auto Parts (AAP) 2.6 $117M 1.4M 82.68
Pandora Media 2.6 $117M 4.6M 25.13
Allscripts Healthcare Solutions (MDRX) 2.6 $116M 7.8M 14.87
Monster Beverage 2.5 $115M 2.2M 52.25
Vodafone 2.5 $114M 3.2M 35.18
American International (AIG) 2.5 $114M 2.3M 48.63
Asbury Automotive (ABG) 2.1 $94M 1.8M 53.20
United Technologies Corporation 2.0 $92M 856k 107.82
MicroStrategy Incorporated (MSTR) 2.0 $92M 883k 103.76
Tyco International Ltd S hs 2.0 $89M 2.6M 34.98
Charles Schwab Corporation (SCHW) 2.0 $89M 4.2M 21.14
JPMorgan Chase & Co. (JPM) 1.9 $86M 1.7M 51.69
Franklin Resources (BEN) 1.8 $83M 1.6M 50.55
Zebra Technologies (ZBRA) 1.8 $83M 1.8M 45.56
Group 1 Automotive (GPI) 1.7 $78M 1.0M 77.68
AutoNation (AN) 1.6 $73M 1.4M 52.17
BE Aerospace 1.6 $71M 960k 73.82
Copart (CPRT) 1.5 $69M 2.2M 31.79
Illinois Tool Works (ITW) 1.5 $69M 904k 76.27
Autodesk (ADSK) 1.5 $68M 1.6M 41.17
CareFusion Corporation 1.5 $68M 1.8M 36.90
Cme (CME) 1.5 $67M 907k 73.88
Charter Communications 1.5 $66M 493k 134.76
Fidelity National Information Services (FIS) 1.5 $66M 1.4M 46.44
Lennar Corporation (LEN) 1.5 $66M 1.9M 35.40
Becton, Dickinson and (BDX) 1.4 $64M 643k 100.02
Equifax (EFX) 1.4 $62M 1.0M 59.85
Laboratory Corp. of America Holdings (LH) 1.4 $61M 617k 99.14
Interxion Holding 1.3 $59M 2.6M 22.24
Ann 1.2 $52M 1.4M 36.22
Sonic Automotive (SAH) 1.1 $49M 2.0M 23.80
Equinix 1.0 $45M 246k 183.65
FleetCor Technologies (FLT) 0.9 $43M 388k 110.16
Carnival Corporation (CCL) 0.9 $42M 1.3M 32.64
ExlService Holdings (EXLS) 0.9 $41M 1.4M 28.48
Aeropostale 0.9 $40M 4.2M 9.40
Fortinet (FTNT) 0.9 $39M 1.9M 20.26
Zynga 0.5 $22M 5.9M 3.67
Pvh Corporation (PVH) 0.4 $17M 144k 118.69
Coca-cola Enterprises 0.3 $14M 345k 40.21
Owens Corning (OC) 0.3 $12M 312k 37.98