Eminence Capital

Eminence Capital as of Dec. 31, 2014

Portfolio Holdings for Eminence Capital

Eminence Capital holds 68 positions in its portfolio as reported in the December 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Intl Group Com New (AIG) 5.6 $388M 6.9M 56.01
Fossil (FOSL) 4.4 $301M 2.7M 110.74
Men's Wearhouse 3.7 $253M 5.7M 44.15
Autodesk (ADSK) 2.6 $180M 3.0M 60.06
eBay (EBAY) 2.6 $176M 3.1M 56.12
GNC HLDGS Com Cl A 2.5 $175M 3.7M 46.96
Zynga Cl A 2.4 $166M 63M 2.66
Interxion Holding SHS 2.4 $166M 6.1M 27.34
Copart (CPRT) 2.3 $159M 4.4M 36.49
Genpact SHS (G) 2.3 $157M 8.3M 18.93
Pandora Media 2.2 $153M 8.6M 17.83
Darling International (DAR) 2.2 $150M 8.3M 18.16
Pvh Corporation (PVH) 2.2 $149M 1.2M 128.17
National-Oilwell Var 2.1 $147M 2.2M 65.53
McGraw-Hill Companies 2.1 $143M 1.6M 88.98
Group 1 Automotive (GPI) 2.0 $140M 1.6M 89.62
Allscripts Healthcare Solutions (MDRX) 2.0 $138M 11M 12.77
Microstrategy Cl A New (MSTR) 2.0 $137M 846k 162.40
Asbury Automotive (ABG) 1.9 $134M 1.8M 75.92
Dril-Quip (DRQ) 1.8 $126M 1.6M 76.73
Apple (AAPL) 1.7 $119M 1.1M 110.38
Sensata Technologies Hldg Nv SHS 1.7 $118M 2.3M 52.41
Baidu Spon Adr Rep A (BIDU) 1.7 $117M 515k 227.97
Zimmer Holdings (ZBH) 1.7 $116M 1.0M 113.42
McDonald's Corporation (MCD) 1.7 $115M 1.2M 93.70
KAR Auction Services (KAR) 1.6 $112M 3.2M 34.65
Hertz Global Holdings 1.6 $112M 4.5M 24.94
Cognizant Technology Solutio Cl A (CTSH) 1.6 $107M 2.0M 52.66
Charter Communications Inc D Cl A New 1.5 $107M 640k 166.62
Outfront Media 1.5 $104M 3.9M 26.84
Carnival Corp Paired Ctf (CCL) 1.4 $96M 2.1M 45.33
Monsanto Company 1.4 $96M 803k 119.47
Avis Budget (CAR) 1.4 $95M 1.4M 66.33
Sonic Automotive Cl A (SAH) 1.4 $94M 3.5M 27.04
Berry Plastics (BERY) 1.3 $92M 2.9M 31.55
BE Aerospace 1.3 $92M 1.6M 58.02
Fidelity National Financial Fnfv Group Com 1.3 $92M 5.9M 15.74
Humana (HUM) 1.3 $92M 638k 143.63
Google CL C 1.3 $91M 172k 526.40
Allegion Pub Ord Shs (ALLE) 1.3 $89M 1.6M 55.46
Franklin Resources (BEN) 1.3 $88M 1.6M 55.37
AutoNation (AN) 1.3 $88M 1.5M 60.41
Intercontinental Exchange (ICE) 1.3 $87M 397k 219.29
Equinix Com New 1.3 $87M 384k 226.73
Fortune Brands (FBIN) 1.2 $82M 1.8M 45.27
Time Warner Cable 1.1 $75M 496k 152.06
Ctrip Com Intl American Dep Shs 1.1 $75M 1.7M 45.50
MGM Resorts International. (MGM) 0.8 $58M 2.7M 21.38
Flowserve Corporation (FLS) 0.8 $57M 957k 59.83
Melco Crown Entmt Adr (MLCO) 0.7 $50M 2.0M 25.40
Qlik Technologies 0.7 $49M 1.6M 30.89
Fortinet (FTNT) 0.7 $48M 1.6M 30.66
Cornerstone Ondemand 0.7 $48M 1.4M 35.20
Fireeye 0.7 $48M 1.5M 31.58
Ann 0.7 $47M 1.3M 36.48
Xoom 0.6 $43M 2.4M 17.51
Valeant Pharmaceuticals Int 0.6 $42M 291k 143.11
World Wrestling Entmt Cl A 0.6 $40M 3.2M 12.34
Google Cl A 0.5 $37M 70k 530.66
Sanderson Farms 0.4 $29M 342k 84.03
Zeltiq Aesthetics 0.4 $25M 909k 27.91
Mondelez Intl Cl A (MDLZ) 0.3 $19M 531k 36.33
Sprint Corp Com Ser 1 0.2 $16M 3.8M 4.15
Gopro Cl A (GPRO) 0.2 $15M 242k 63.22
Endo Intl SHS 0.2 $15M 209k 72.12
Graphic Packaging Holding Company (GPK) 0.1 $9.6M 704k 13.62
Invensense 0.1 $8.9M 550k 16.26
VirnetX Holding Corporation 0.0 $1.4M 250k 5.49