Eminence Capital as of Dec. 31, 2013
Portfolio Holdings for Eminence Capital
Eminence Capital holds 59 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 5.1 | $285M | 5.7M | 50.32 | |
| National-Oilwell Var | 4.7 | $263M | 3.3M | 79.53 | |
| Qualcomm (QCOM) | 4.3 | $244M | 3.3M | 74.25 | |
| Men's Wearhouse | 4.2 | $239M | 4.7M | 51.08 | |
| eBay (EBAY) | 3.7 | $210M | 3.8M | 54.87 | |
| Genpact (G) | 3.3 | $188M | 10M | 18.37 | |
| Fossil (FOSL) | 3.2 | $182M | 1.5M | 119.94 | |
| VCA Antech | 2.7 | $153M | 4.9M | 31.36 | |
| FedEx Corporation (FDX) | 2.7 | $152M | 1.1M | 143.77 | |
| Equinix | 2.4 | $135M | 760k | 177.45 | |
| Fiserv (FI) | 2.3 | $132M | 2.2M | 59.05 | |
| Allscripts Healthcare Solutions (MDRX) | 2.3 | $131M | 8.5M | 15.46 | |
| American International (AIG) | 2.2 | $126M | 2.5M | 51.05 | |
| Vodafone | 2.1 | $121M | 3.1M | 39.31 | |
| KAR Auction Services (KAR) | 2.1 | $118M | 4.0M | 29.55 | |
| Humana (HUM) | 2.0 | $111M | 1.1M | 103.22 | |
| MicroStrategy Incorporated (MSTR) | 1.9 | $110M | 882k | 124.24 | |
| Group 1 Automotive (GPI) | 1.9 | $106M | 1.5M | 71.02 | |
| Advance Auto Parts (AAP) | 1.9 | $104M | 940k | 110.68 | |
| Monster Beverage | 1.8 | $102M | 1.5M | 67.77 | |
| Cognizant Technology Solutions (CTSH) | 1.8 | $101M | 996k | 100.98 | |
| Lennar Corporation (LEN) | 1.7 | $98M | 2.5M | 39.56 | |
| Zebra Technologies (ZBRA) | 1.7 | $98M | 1.8M | 54.08 | |
| Asbury Automotive (ABG) | 1.7 | $98M | 1.8M | 53.74 | |
| Sirona Dental Systems | 1.7 | $96M | 1.4M | 70.20 | |
| United Technologies Corporation | 1.5 | $86M | 755k | 113.80 | |
| Valmont Industries (VMI) | 1.5 | $84M | 561k | 149.12 | |
| Franklin Resources (BEN) | 1.5 | $83M | 1.4M | 57.73 | |
| Allergan | 1.4 | $80M | 716k | 111.08 | |
| Fidelity National Financial | 1.4 | $79M | 2.4M | 32.45 | |
| 1.3 | $76M | 68k | 1120.71 | ||
| Interxion Holding | 1.3 | $76M | 3.2M | 23.61 | |
| Jos. A. Bank Clothiers | 1.3 | $75M | 1.4M | 54.77 | |
| Carnival Corporation (CCL) | 1.3 | $75M | 1.9M | 40.17 | |
| Copart (CPRT) | 1.3 | $72M | 2.0M | 36.65 | |
| Fidelity National Information Services (FIS) | 1.3 | $72M | 1.3M | 53.68 | |
| Charter Communications | 1.3 | $71M | 521k | 136.76 | |
| Illinois Tool Works (ITW) | 1.2 | $71M | 839k | 84.08 | |
| Equifax (EFX) | 1.2 | $70M | 1.0M | 69.09 | |
| BE Aerospace | 1.2 | $70M | 801k | 87.03 | |
| Sonic Automotive (SAH) | 1.2 | $70M | 2.8M | 24.48 | |
| Dollar General (DG) | 1.2 | $69M | 1.1M | 60.32 | |
| CareFusion Corporation | 1.2 | $67M | 1.7M | 39.82 | |
| AutoNation (AN) | 1.2 | $66M | 1.3M | 49.69 | |
| Cme (CME) | 1.2 | $65M | 833k | 78.46 | |
| Fortinet (FTNT) | 1.2 | $65M | 3.4M | 19.13 | |
| Laboratory Corp. of America Holdings | 1.0 | $57M | 620k | 91.37 | |
| Charles Schwab Corporation (SCHW) | 0.8 | $47M | 1.8M | 26.00 | |
| Zynga | 0.8 | $47M | 12M | 3.80 | |
| Hillshire Brands | 0.8 | $45M | 1.4M | 33.44 | |
| SolarWinds | 0.7 | $39M | 1.0M | 37.83 | |
| Sprint | 0.7 | $39M | 3.6M | 10.75 | |
| Aeropostale | 0.7 | $39M | 4.2M | 9.09 | |
| Aramark Hldgs (ARMK) | 0.6 | $34M | 1.3M | 26.22 | |
| Owens Corning (OC) | 0.3 | $16M | 390k | 40.72 | |
| Pvh Corporation (PVH) | 0.2 | $14M | 105k | 136.02 | |
| McGraw-Hill Companies | 0.2 | $8.8M | 113k | 78.20 | |
| Metropcs Communications (TMUS) | 0.1 | $7.3M | 216k | 33.64 | |
| Family Dollar Stores | 0.1 | $4.7M | 72k | 64.97 |
