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 | 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 | 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 |
