Eminence Capital as of March 31, 2014
Portfolio Holdings for Eminence Capital
Eminence Capital holds 63 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| National-Oilwell Var | 9.2 | $568M | 7.3M | 77.87 | |
| Autodesk (ADSK) | 4.1 | $255M | 5.2M | 49.18 | |
| Men's Wearhouse | 3.7 | $229M | 4.7M | 48.98 | |
| Fossil (FOSL) | 3.5 | $216M | 1.9M | 116.57 | |
| Qualcomm (QCOM) | 3.4 | $211M | 2.7M | 78.86 | |
| eBay (EBAY) | 3.4 | $211M | 3.8M | 55.24 | |
| Genpact (G) | 2.8 | $176M | 10M | 17.42 | |
| KAR Auction Services (KAR) | 2.6 | $162M | 5.3M | 30.35 | |
| VCA Antech | 2.5 | $157M | 4.9M | 32.23 | |
| Allscripts Healthcare Solutions (MDRX) | 2.4 | $151M | 8.4M | 18.03 | |
| Cadence Design Systems (CDNS) | 2.1 | $133M | 8.6M | 15.54 | |
| American International (AIG) | 2.0 | $126M | 2.5M | 50.01 | |
| Asbury Automotive (ABG) | 1.9 | $119M | 2.1M | 55.31 | |
| Group 1 Automotive (GPI) | 1.9 | $118M | 1.8M | 65.66 | |
| Humana (HUM) | 1.9 | $117M | 1.0M | 112.72 | |
| Fiserv (FI) | 1.8 | $113M | 2.0M | 56.69 | |
| Sirona Dental Systems | 1.7 | $107M | 1.4M | 74.67 | |
| McGraw-Hill Companies | 1.7 | $103M | 1.4M | 76.30 | |
| MicroStrategy Incorporated (MSTR) | 1.6 | $101M | 878k | 115.39 | |
| FedEx Corporation (FDX) | 1.6 | $101M | 761k | 132.56 | |
| Valmont Industries (VMI) | 1.6 | $101M | 677k | 148.84 | |
| Lennar Corporation (LEN) | 1.6 | $98M | 2.5M | 39.62 | |
| McDonald's Corporation (MCD) | 1.6 | $98M | 995k | 98.03 | |
| Dollar General (DG) | 1.5 | $92M | 1.7M | 55.48 | |
| Restoration Hardware Hldgs I | 1.5 | $92M | 1.3M | 73.59 | |
| Interxion Holding | 1.4 | $86M | 3.6M | 23.98 | |
| Franklin Resources (BEN) | 1.4 | $83M | 1.5M | 54.18 | |
| Charter Communications | 1.3 | $79M | 641k | 123.20 | |
| Pvh Corporation (PVH) | 1.3 | $79M | 632k | 124.77 | |
| Sonic Automotive (SAH) | 1.2 | $76M | 3.4M | 22.48 | |
| Ralph Lauren Corp (RL) | 1.2 | $75M | 465k | 160.93 | |
| AutoNation (AN) | 1.2 | $74M | 1.4M | 53.23 | |
| United Technologies Corporation | 1.2 | $73M | 622k | 116.84 | |
| Fortinet (FTNT) | 1.2 | $73M | 3.3M | 22.03 | |
| Copart (CPRT) | 1.2 | $72M | 2.0M | 36.39 | |
| Cognizant Technology Solutions (CTSH) | 1.1 | $71M | 1.4M | 50.60 | |
| Fidelity National Information Services (FIS) | 1.1 | $71M | 1.3M | 53.45 | |
| Allergan | 1.1 | $71M | 574k | 124.10 | |
| Equinix | 1.1 | $71M | 383k | 184.84 | |
| Tibco Software | 1.1 | $70M | 3.4M | 20.32 | |
| Fidelity National Financial | 1.1 | $69M | 2.2M | 31.44 | |
| BE Aerospace | 1.1 | $69M | 799k | 86.79 | |
| Equifax (EFX) | 1.1 | $69M | 1.0M | 68.03 | |
| Zebra Technologies (ZBRA) | 1.1 | $68M | 978k | 69.41 | |
| CareFusion Corporation | 1.1 | $68M | 1.7M | 40.22 | |
| Illinois Tool Works (ITW) | 1.1 | $68M | 837k | 81.33 | |
| 1.1 | $68M | 61k | 1114.51 | ||
| Carnival Corporation (CCL) | 1.0 | $64M | 1.7M | 37.86 | |
| Cme (CME) | 1.0 | $62M | 831k | 74.02 | |
| Gap (GPS) | 1.0 | $62M | 1.5M | 40.06 | |
| Zynga | 1.0 | $60M | 14M | 4.30 | |
| Hillshire Brands | 0.8 | $50M | 1.4M | 37.26 | |
| Agilent Technologies Inc C ommon (A) | 0.8 | $47M | 842k | 55.92 | |
| Sprint | 0.8 | $47M | 5.1M | 9.19 | |
| Urban Outfitters (URBN) | 0.8 | $47M | 1.3M | 36.47 | |
| SolarWinds | 0.7 | $44M | 1.0M | 42.63 | |
| Laboratory Corp. of America Holdings (LH) | 0.7 | $42M | 429k | 98.21 | |
| Dril-Quip (DRQ) | 0.5 | $28M | 246k | 112.10 | |
| Metropcs Communications (TMUS) | 0.3 | $20M | 599k | 33.03 | |
| Signet Jewelers (SIG) | 0.3 | $16M | 152k | 105.86 | |
| Zeltiq Aesthetics | 0.2 | $15M | 743k | 19.61 | |
| Gaming & Leisure Pptys (GLPI) | 0.1 | $8.4M | 230k | 36.46 | |
| Armstrong World Industries (AWI) | 0.1 | $7.6M | 142k | 53.25 |
