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 |