-----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, GFoTTSyyKfvai+sLYikPgwTv8i0GPjuLpnp7wfqy1IFkPLpIrWLh1DUOcbR9gaIr ydvaBKzG/qlELEbSv+cNRQ== 0001085146-10-000996.txt : 20101115 0001085146-10-000996.hdr.sgml : 20101115 20101115163451 ACCESSION NUMBER: 0001085146-10-000996 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100930 FILED AS OF DATE: 20101115 DATE AS OF CHANGE: 20101115 EFFECTIVENESS DATE: 20101115 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: 101192991 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 emin3q10.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: September 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 November 15, 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: 60 Form 13F Information Table Value Total: $5,725,204 (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 131906 2525000 SH SOLE 2525000 0 0 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 106437 2505000 SH SOLE 2505000 0 0 AMERICAN EAGLE OUTFITTERS NE COM 02553E106 77642 5190000 SH SOLE 5190000 0 0 AON CORP COM 037389103 191279 4890800 SH SOLE 4890800 0 0 APOLLO GROUP INC CL A 037604105 79336 1545000 SH SOLE 1545000 0 0 APPLE INC COM 037833100 72285 254750 SH SOLE 254750 0 0 AUTODESK INC COM 052769106 10666 333612 SH SOLE 333612 0 0 AVIS BUDGET GROUP COM 053774105 30931 2655000 SH SOLE 2655000 0 0 BAXTER INTL INC COM 071813109 101622 2130000 SH SOLE 2130000 0 0 BECKMAN COULTER INC COM 075811109 82211 1685000 SH SOLE 1685000 0 0 BECTON DICKINSON & CO COM 075887109 110039 1485000 SH SOLE 1485000 0 0 CARNIVAL CORP PAIRED CTF 143658300 48399 1267480 SH SOLE 1267480 0 0 CISCO SYS INC COM 17275R102 114060 5208200 SH SOLE 5208200 0 0 COCA COLA ENTERPRISES INC COM 191219104 193936 6256000 SH SOLE 6256000 0 0 E M C CORP MASS COM 268648102 12186 600000 SH SOLE 600000 0 0 EBAY INC COM 278642103 178215 7303900 SH SOLE 7303900 0 0 EQUIFAX INC COM 294429105 106704 3420000 SH SOLE 3420000 0 0 EXPEDIA INC DEL COM 30212P105 25407 900000 SH SOLE 900000 0 0 FAMILY DLR STORES INC COM 307000109 37094 840000 SH SOLE 840000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 51954 1915000 SH SOLE 1915000 0 0 FISERV INC COM 337738108 164958 3065000 SH SOLE 3065000 0 0 GENPACT LIMITED SHS G3922B107 12572 709100 SH SOLE 709100 0 0 GILEAD SCIENCES INC COM 375558103 108789 3055000 SH SOLE 3055000 0 0 GLOBAL PMTS INC COM 37940X102 93929 2190000 SH SOLE 2190000 0 0 GOOGLE INC CL A 38259P508 272244 517780 SH SOLE 517780 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2246 89779 SH SOLE 89779 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 28699 2710000 SH SOLE 2710000 0 0 HEWLETT PACKARD CO COM 428236103 5048 120000 SH SOLE 120000 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 68358 3972000 SH SOLE 3972000 0 0 ISHARES TR RUSSELL 2000 464287655 21481 2370000 SH PUT SOLE 2370000 0 0 JPMORGAN CHASE & CO COM 46625H100 180595 4745000 SH SOLE 4745000 0 0 KRAFT FOODS INC CL A 50075N104 109399 3545000 SH SOLE 3545000 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 101175 1290000 SH SOLE 1290000 0 0 LENNAR CORP CL A 526057104 40219 2615000 SH SOLE 2615000 0 0 LIBERTY MEDIA CORP NEW INT COM SER A 53071M104 55251 4030000 SH SOLE 4030000 0 0 LIFE TECHNOLOGIES CORP COM 53217V109 45056 965000 SH SOLE 965000 0 0 LOWES COS INC COM 548661107 170073 7630000 SH SOLE 7630000 0 0 MATTEL INC COM 577081102 149675 6380000 SH SOLE 6380000 0 0 NOVELLUS SYS INC COM 670008101 133432 5020000 SH SOLE 5020000 0 0 ORACLE CORP COM 68389X105 325691 12130000 SH SOLE 12130000 0 0 PEPSICO INC COM 713448108 78067 1175000 SH SOLE 1175000 0 0 PFSWEB INC COM NEW 717098206 146 42169 SH SOLE 42169 0 0 QUEST DIAGNOSTICS INC COM 74834L100 104978 2080000 SH SOLE 2080000 0 0 RAYTHEON CO COM NEW 755111507 92334 2020000 SH SOLE 2020000 0 0 RESEARCH IN MOTION LTD COM 760975102 82755 1699640 SH SOLE 1699640 0 0 ROSS STORES INC COM 778296103 79798 1459900 SH SOLE 1459900 0 0 SCHEIN HENRY INC COM 806407102 93728 1600000 SH SOLE 1600000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 148452 10680000 SH SOLE 10680000 0 0 SYMANTEC CORP COM 871503108 5685 375750 SH SOLE 375750 0 0 TD AMERITRADE HLDG CORP COM 87236Y108 91571 5670000 SH SOLE 5670000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 158004 3300000 SH SOLE 3300000 0 0 TYCO INTERNATIONAL LTD SHS H89128104 144716 3940000 SH SOLE 3940000 0 0 UNILEVER N V N Y SHS NEW 904784709 38380 1284464 SH SOLE 1284464 0 0 UNION PAC CORP COM 907818108 86299 1055000 SH SOLE 1055000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 110050 1545000 SH SOLE 1545000 0 0 US BANCORP DEL COM NEW 902973304 179040 8281200 SH SOLE 8281200 0 0 VISA INC COM CL A 92826C839 154179 2076200 SH SOLE 2076200 0 0 WAL MART STORES INC COM 931142103 90716 1695000 SH SOLE 1695000 0 0 WELLS FARGO & CO NEW COM 949746101 26071 1038049 SH SOLE 1038049 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 109036 3241250 SH SOLE 3241250 0 0
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