Eminence Capital as of June 30, 2014
Portfolio Holdings for Eminence Capital
Eminence Capital holds 58 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Autodesk (ADSK) | 5.6 | $338M | 6.0M | 56.38 | |
| National-Oilwell Var | 5.3 | $322M | 3.9M | 82.35 | |
| Fossil (FOSL) | 4.7 | $283M | 2.7M | 104.52 | |
| Men's Wearhouse | 4.3 | $259M | 4.6M | 55.80 | |
| eBay (EBAY) | 3.8 | $228M | 4.5M | 50.06 | |
| VCA Antech | 3.0 | $182M | 5.2M | 35.09 | |
| KAR Auction Services (KAR) | 2.9 | $174M | 5.5M | 31.87 | |
| Group 1 Automotive (GPI) | 2.8 | $170M | 2.0M | 84.31 | |
| Equinix | 2.5 | $149M | 708k | 210.09 | |
| Allscripts Healthcare Solutions (MDRX) | 2.5 | $148M | 9.2M | 16.05 | |
| McGraw-Hill Companies | 2.4 | $147M | 1.8M | 83.03 | |
| Cadence Design Systems (CDNS) | 2.4 | $145M | 8.3M | 17.49 | |
| Asbury Automotive (ABG) | 2.4 | $146M | 2.1M | 68.74 | |
| Humana (HUM) | 2.3 | $141M | 1.1M | 127.72 | |
| American International (AIG) | 2.3 | $140M | 2.6M | 54.58 | |
| Genpact (G) | 2.3 | $139M | 7.9M | 17.53 | |
| Dollar General (DG) | 2.3 | $138M | 2.4M | 57.36 | |
| Interxion Holding | 2.2 | $133M | 4.9M | 27.38 | |
| MicroStrategy Incorporated (MSTR) | 2.1 | $126M | 893k | 140.62 | |
| Charter Communications | 2.0 | $122M | 773k | 158.38 | |
| Madison Square Garden | 1.9 | $115M | 1.8M | 62.45 | |
| Dril-Quip (DRQ) | 1.8 | $109M | 1.0M | 109.24 | |
| Tibco Software | 1.8 | $107M | 5.3M | 20.17 | |
| Valeant Pharmaceuticals Int | 1.6 | $95M | 753k | 126.12 | |
| Franklin Resources (BEN) | 1.5 | $91M | 1.6M | 57.84 | |
| Lennar Corporation (LEN) | 1.4 | $87M | 2.1M | 41.98 | |
| Zynga | 1.4 | $85M | 27M | 3.21 | |
| AutoNation (AN) | 1.4 | $85M | 1.4M | 59.68 | |
| FedEx Corporation (FDX) | 1.4 | $84M | 553k | 151.38 | |
| Sirona Dental Systems | 1.4 | $84M | 1.0M | 82.46 | |
| Ralph Lauren Corp (RL) | 1.4 | $82M | 508k | 160.69 | |
| Monsanto Company | 1.3 | $81M | 649k | 124.74 | |
| Baidu (BIDU) | 1.3 | $81M | 433k | 186.81 | |
| Allergan | 1.3 | $79M | 469k | 169.22 | |
| Fortune Brands (FBIN) | 1.3 | $79M | 2.0M | 39.93 | |
| Urban Outfitters (URBN) | 1.3 | $79M | 2.3M | 33.86 | |
| Pvh Corporation (PVH) | 1.3 | $78M | 669k | 116.60 | |
| Fiserv (FI) | 1.3 | $78M | 1.3M | 60.32 | |
| Sonic Automotive (SAH) | 1.3 | $78M | 2.9M | 26.68 | |
| Carnival Corporation (CCL) | 1.2 | $73M | 1.9M | 37.65 | |
| United Technologies Corporation | 1.2 | $74M | 637k | 115.45 | |
| Copart (CPRT) | 1.2 | $72M | 2.0M | 35.96 | |
| Sensata Technologies Hldg Bv | 1.1 | $64M | 1.4M | 46.78 | |
| Mallinckrodt Pub | 1.0 | $58M | 724k | 80.02 | |
| Ann | 0.9 | $53M | 1.3M | 41.14 | |
| Sprint | 0.8 | $50M | 5.8M | 8.53 | |
| 0.7 | $41M | 70k | 584.66 | ||
| Google Inc Class C | 0.7 | $40M | 70k | 575.28 | |
| Ctrip.com International | 0.5 | $31M | 476k | 64.04 | |
| CarMax (KMX) | 0.5 | $29M | 561k | 52.01 | |
| Zeltiq Aesthetics | 0.5 | $28M | 1.9M | 15.19 | |
| Xoom | 0.5 | $27M | 1.0M | 26.36 | |
| Gogo (GOGO) | 0.4 | $26M | 1.3M | 19.56 | |
| Cbs Outdoor Americas | 0.4 | $26M | 800k | 32.68 | |
| Lumber Liquidators Holdings | 0.4 | $25M | 327k | 75.95 | |
| Metropcs Communications (TMUS) | 0.4 | $22M | 644k | 33.62 | |
| Liberty Media | 0.3 | $21M | 725k | 29.36 | |
| Armstrong World Industries (AWI) | 0.1 | $8.8M | 153k | 57.43 |
