0001085146-12-000449.txt : 20120214 0001085146-12-000449.hdr.sgml : 20120214 20120214170031 ACCESSION NUMBER: 0001085146-12-000449 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20111231 FILED AS OF DATE: 20120214 DATE AS OF CHANGE: 20120214 EFFECTIVENESS DATE: 20120214 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: 12612126 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 emin4q2011.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: December 31, 2011 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 February 14, 2012 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: 49 Form 13F Information Table Value Total: $2,971,393 (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 84920 1510217 SH SOLE 1510217 0 0 ADOBE SYS INC COM 00724F101 61953 2191459 SH SOLE 2191459 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 55668 799476 SH SOLE 799476 0 0 AON CORP COM 037389103 138345 2956099 SH SOLE 2956099 0 0 APPLE INC COM 037833100 56188 138736 SH SOLE 138736 0 0 ASHLAND INC NEW COM 044209104 37045 648088 SH SOLE 648088 0 0 BECTON DICKINSON & CO COM 075887109 43090 576689 SH SOLE 576689 0 0 CAREFUSION CORP COM 14170T101 46175 1817217 SH SOLE 1817217 0 0 CHECK POINT SOFTWARE TECH LT ORD M22465104 37561 714895 SH SOLE 714895 0 0 CITIGROUP INC COM NEW 172967424 6417 243884 SH SOLE 243884 0 0 CME GROUP INC COM 12572Q105 193978 796068 SH SOLE 796068 0 0 DISNEY WALT CO COM DISNEY 254687106 58195 1551873 SH SOLE 1551873 0 0 EBAY INC COM 278642103 136830 4511384 SH SOLE 4511384 0 0 ELSTER GROUP SE SPONSORED ADR 290348101 40423 3111859 SH SOLE 3111859 0 0 EQUIFAX INC COM 294429105 56205 1450819 SH SOLE 1450819 0 0 EQUINIX INC COM NEW 29444U502 72237 712395 SH SOLE 712395 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 42215 1587640 SH SOLE 1587640 0 0 FISERV INC COM 337738108 83275 1417688 SH SOLE 1417688 0 0 FRANKLIN RES INC COM 354613101 48469 504573 SH SOLE 504573 0 0 GENPACT LIMITED SHS G3922B107 64036 4283328 SH SOLE 4283328 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 51686 571556 SH SOLE 571556 0 0 GOOGLE INC CL A 38259P508 203510 315080 SH SOLE 315080 0 0 GREENLIGHT CAPITAL RE LTD CLASS A G4095J109 2133 90123 SH SOLE 90123 0 0 HDFC BANK LTD ADR REPS 3 SHS 40415F101 7555 287466 SH SOLE 287466 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 9200 785000 SH SOLE 785000 0 0 ILLINOIS TOOL WKS INC COM 452308109 55082 1179225 SH SOLE 1179225 0 0 JPMORGAN CHASE & CO COM 46625H100 64019 1925381 SH SOLE 1925381 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 41915 487556 SH SOLE 487556 0 0 LENNAR CORP CL A 526057104 42801 2178186 SH SOLE 2178186 0 0 LOWES COS INC COM 548661107 48818 1923484 SH SOLE 1923484 0 0 MAKO SURGICAL CORP COM 560879108 4701 186486 SH SOLE 186486 0 0 MARRIOTT INTL INC NEW CL A 571903202 39779 1363689 SH SOLE 1363689 0 0 NETAPP INC COM 64110D104 82709 2280381 SH SOLE 2280381 0 0 NOVELLUS SYS INC COM 670008101 238255 5770292 SH SOLE 5770292 0 0 NXP SEMICONDUCTORS N V COM N6596X109 41876 2724558 SH SOLE 2724558 0 0 PERKINELMER INC COM 714046109 17197 859854 SH SOLE 859854 0 0 QUALCOMM INC COM 747525103 54586 997917 SH SOLE 997917 0 0 QUEST DIAGNOSTICS INC COM 74834L100 42050 724243 SH SOLE 724243 0 0 RALCORP HLDGS INC NEW COM 751028101 12359 144551 SH SOLE 144551 0 0 SARA LEE CORP COM 803111103 5676 300000 SH SOLE 300000 0 0 SCHWAB CHARLES CORP NEW COM 808513105 64981 5770970 SH SOLE 5770970 0 0 SHERWIN WILLIAMS CO COM 824348106 59547 667049 SH SOLE 667049 0 0 STATE STR CORP COM 857477103 42598 1056757 SH SOLE 1056757 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 74377 1653925 SH SOLE 1653925 0 0 TYCO INTERNATIONAL LTD SHS H89128104 141593 3031314 SH SOLE 3031314 0 0 UNILEVER N V N Y SHS NEW 904784709 31626 920165 SH SOLE 920165 0 0 UNITED TECHNOLOGIES CORP COM 913017109 41369 566000 SH SOLE 566000 0 0 US BANCORP DEL COM NEW 902973304 39998 1478658 SH SOLE 1478658 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 46172 1290453 SH SOLE 1290453 0 0