-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, JrHDfgi4QszZjsc7DtdHtVx/6K9NTzLkWByE/DpT0A83Mhmjek5RTfJsShjBv+lo BKWsMatwO5zXnD3YKWMFZA== 0001085146-10-000754.txt : 20100816 0001085146-10-000754.hdr.sgml : 20100816 20100816162114 ACCESSION NUMBER: 0001085146-10-000754 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100630 FILED AS OF DATE: 20100816 DATE AS OF CHANGE: 20100816 EFFECTIVENESS DATE: 20100816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMINENCE CAPITAL LLC CENTRAL INDEX KEY: 0001107310 IRS NUMBER: 134036527 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05589 FILM NUMBER: 101020025 BUSINESS ADDRESS: STREET 1: 65 EAST 55TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-418-2100 MAIL ADDRESS: STREET 1: 65 EAST 55TH STREET STREET 2: 25TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10022 13F-HR 1 emin2q10.txt EMINENCE CAPITAL LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: June 30, 2010 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Eminence Capital LLC Address: 65 East 55th Street, 25th Floor New York, NY 10022 13F File Number: 028-05589 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Ricky C. Sandler Title: Managing Member Phone: (212) 418-2100 Signature, Place, and Date of Signing: /s/ Ricky C. Sandler New York, NY August 16, 2010 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 64 Form 13F Information Table Value Total: $5,596,445 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE - ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- ABBOTT LABS COM 002824100 98706 2110000 SH SOLE 2110000 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 110926 2870000 SH SOLE 2870000 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 69560 5920000 SH SOLE 5920000 0 0 AON CORP COM 037389103 171123 4610000 SH SOLE 4610000 0 0 APOLLO GROUP INC CL A 037604105 90249 2125000 SH SOLE 2125000 0 0 APPLE INC COM 037833100 165605 658390 SH SOLE 658390 0 0 AUTODESK INC COM 052769106 66893 2746000 SH SOLE 2746000 0 0 AVIS BUDGET GROUP COM 053774105 22390 2280000 SH SOLE 2280000 0 0 BAXTER INTL INC COM 071813109 86563 2130000 SH SOLE 2130000 0 0 BECKMAN COULTER INC COM 075811109 130226 2160000 SH SOLE 2160000 0 0 BECTON DICKINSON & CO COM 075887109 138993 2055500 SH SOLE 2055500 0 0 BURGER KING HLDGS INC COM 121208201 43363 2575000 SH SOLE 2575000 0 0 CARNIVAL CORP PAIRED CTF 143658300 65016 2150000 SH SOLE 2150000 0 0 CISCO SYS INC COM 17275R102 106763 5010000 SH SOLE 5010000 0 0 COCA COLA ENTERPRISES INC COM 191219104 161780 6256000 SH SOLE 6256000 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 17826 356089 SH SOLE 356089 0 0 CSX CORP COM 126408103 32479 654425 SH SOLE 654425 0 0 DOLLAR THRIFTY AUTOMOTIVE GP COM 256743105 9800 230000 SH SOLE 230000 0 0 E M C CORP MASS COM 268648102 76172 4162400 SH SOLE 4162400 0 0 EBAY INC COM 278642103 145898 7440000 SH SOLE 7440000 0 0 EQUIFAX INC COM 294429105 95965 3420000 SH SOLE 3420000 0 0 FAMILY DLR STORES INC COM 307000109 50128 1330000 SH SOLE 1330000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 103525 3860000 SH SOLE 3860000 0 0 FISERV INC COM 337738108 139948 3065000 SH SOLE 3065000 0 0 FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 91047 2110000 SH SOLE 2110000 0 0 GILEAD SCIENCES INC COM 375558103 96670 2820000 SH SOLE 2820000 0 0 GLOBAL PMTS INC COM 37940X102 80023 2190000 SH SOLE 2190000 0 0 GOOGLE INC CL A 38259P508 167079 375500 SH SOLE 375500 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2262 89779 SH SOLE 89779 0 0 HANSEN NAT CORP COM 411310105 73722 1885000 SH SOLE 1885000 0 0 HASBRO INC COM 418056107 78090 1900000 SH SOLE 1900000 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 22326 2360000 SH SOLE 2360000 0 0 HEWLETT PACKARD CO COM 428236103 72710 1680000 SH SOLE 1680000 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 65935 3972000 SH SOLE 3972000 0 0 JPMORGAN CHASE & CO COM 46625H100 173714 4745000 SH SOLE 4745000 0 0 KRAFT FOODS INC CL A 50075N104 99260 3545000 SH SOLE 3545000 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 97202 1290000 SH SOLE 1290000 0 0 LENNAR CORP CL A 526057104 37905 2725000 SH SOLE 2725000 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 44100 4200000 SH SOLE 4200000 0 0 LOCKHEED MARTIN CORP COM 539830109 71967 966000 SH SOLE 966000 0 0 LOWES COS INC COM 548661107 101181 4955000 SH SOLE 4955000 0 0 NOVELLUS SYS INC COM 670008101 111012 4377430 SH SOLE 4377430 0 0 ORACLE CORP COM 68389X105 268229 12499000 SH SOLE 12499000 0 0 PALM INC NEW COM 696643105 75 13258 SH SOLE 13258 0 0 PEPSICO INC COM 713448108 95996 1575000 SH SOLE 1575000 0 0 PFSWEB INC COM NEW 717098206 121 42169 SH SOLE 42169 0 0 QUALCOMM INC COM 747525103 68636 2090000 SH SOLE 2090000 0 0 QUEST DIAGNOSTICS INC COM 74834L100 95558 1920000 SH SOLE 1920000 0 0 RAYTHEON CO COM NEW 755111507 93151 1925000 SH SOLE 1925000 0 0 RESEARCH IN MOTION LTD COM 760975102 66698 1354000 SH SOLE 1354000 0 0 ROSS STORES INC COM 778296103 77798 1459900 SH SOLE 1459900 0 0 SCHEIN HENRY INC COM 806407102 87840 1600000 SH SOLE 1600000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 118403 8350000 SH SOLE 8350000 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 74373 4861000 SH SOLE 4861000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 113839 2320879 SH SOLE 2320879 0 0 TYCO INTERNATIONAL LTD SHS H89128104 35935 1020000 SH SOLE 1020000 0 0 UNILEVER N V N Y SHS NEW 904784709 35092 1284464 SH SOLE 1284464 0 0 UNION PAC CORP COM 907818108 64297 925000 SH SOLE 925000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 110996 1710000 SH SOLE 1710000 0 0 US BANCORP DEL COM NEW 902973304 152986 6845000 SH SOLE 6845000 0 0 VISA INC COM CL A 92826C839 120080 1697250 SH SOLE 1697250 0 0 WAL MART STORES INC COM 931142103 118733 2470000 SH SOLE 2470000 0 0 WELLS FARGO & CO NEW COM 949746101 26670 1041800 SH SOLE 1041800 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 84837 3344000 SH SOLE 3344000 0 0
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