0001085146-14-001217.txt : 20140515 0001085146-14-001217.hdr.sgml : 20140515 20140515161001 ACCESSION NUMBER: 0001085146-14-001217 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 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: 14847219 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 primary_doc.xml 13F-HR LIVE false true false 0001107310 XXXXXXXX 03-31-2014 03-31-2014 false EMINENCE CAPITAL LLC

65 EAST 55TH STREET 25TH FLOOR NEW YORK NY 10022

13F HOLDINGS REPORT 028-05589 N Ricky C. Sandler 212-418-2100 /s/ Ricky C. Sandler New York NY 05-15-2014 0 64 6175671 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AGILENT TECHNOLOGIES INC COM 00846U101 47085 842000 SH SOLE 842000 0 0 ALLERGAN INC COM 018490102 71175 573526 SH SOLE 573526 0 0 ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 150719 8359324 SH SOLE 8359324 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 126216 2523825 SH SOLE 2523825 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 7552 141815 SH SOLE 141815 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 118729 2146614 SH SOLE 2146614 0 0 AUTODESK INC COM 052769106 254786 5180691 SH SOLE 5180691 0 0 AUTONATION INC COM 05329W102 73992 1390042 SH SOLE 1390042 0 0 B/E AEROSPACE INC COM 073302101 69344 798988 SH SOLE 798988 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 132957 8555820 SH SOLE 8555820 0 0 CAREFUSION CORP COM 14170T101 67718 1683686 SH SOLE 1683686 0 0 CARNIVAL CORP PAIRED CTF 143658300 64071 1692308 SH SOLE 1692308 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 78954 640861 SH SOLE 640861 0 0 CME GROUP INC COM 12572Q105 61472 830483 SH SOLE 830483 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 71199 1407086 SH SOLE 1407086 0 0 COPART INC COM 217204106 71470 1964014 SH SOLE 1964014 0 0 DOLLAR GEN CORP NEW COM 256677105 92370 1664929 SH SOLE 1664929 0 0 DRIL-QUIP INC COM 262037104 27532 245600 SH SOLE 245600 0 0 EBAY INC COM 278642103 210874 3817406 SH SOLE 3817406 0 0 EQUIFAX INC COM 294429105 68539 1007483 SH SOLE 1007483 0 0 EQUINIX INC COM NEW 29444U502 70856 383336 SH SOLE 383336 0 0 FEDEX CORP COM 31428X106 100854 760816 SH SOLE 760816 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 69346 2205653 SH SOLE 2205653 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 71123 1330652 SH SOLE 1330652 0 0 FISERV INC COM 337738108 113197 1996774 SH SOLE 1996774 0 0 FORTINET INC COM 34959E109 72465 3289396 SH SOLE 3289396 0 0 FOSSIL GROUP INC COM 34988V106 215801 1851259 SH SOLE 1851259 0 0 FRANKLIN RES INC COM 354613101 83357 1538516 SH SOLE 1538516 0 0 GAMING & LEISURE PPTYS INC COM 36467J108 8386 230000 SH SOLE 230000 0 0 GAP INC DEL COM 364760108 61584 1537288 SH SOLE 1537288 0 0 GENPACT LIMITED SHS G3922B107 175453 10071908 SH SOLE 10071908 0 0 GOOGLE INC CL A 38259P508 67928 60949 SH SOLE 60949 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 118375 1802848 SH SOLE 1802848 0 0 HILLSHIRE BRANDS CO COM 432589109 50349 1351300 SH SOLE 1351300 0 0 HUMANA INC COM 444859102 116515 1033666 SH SOLE 1033666 0 0 ILLINOIS TOOL WKS INC COM 452308109 68064 836890 SH SOLE 836890 0 0 INTERXION HOLDING N.V SHS N47279109 85981 3585543 SH SOLE 3585543 0 0 KAR AUCTION SVCS INC COM 48238T109 162033 5338819 SH SOLE 5338819 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 42122 428894 SH SOLE 428894 0 0 LENNAR CORP CL A 526057104 98388 2483299 SH SOLE 2483299 0 0 MCDONALDS CORP COM 580135101 97540 995000 SH SOLE 995000 0 0 MCGRAW HILL FINL INC COM 580645109 103414 1355362 SH SOLE 1355362 0 0 MENS WEARHOUSE INC COM 587118100 229393 4683400 SH SOLE 4683400 0 0 MICROSTRATEGY INC CL A NEW 594972408 101255 877503 SH SOLE 877503 0 0 NATIONAL OILWELL VARCO INC COM 637071101 271319 3484250 SH SOLE 3484250 0 0 NATIONAL OILWELL VARCO INC COM 637071101 296327 3805400 SH Call SOLE 3805400 0 0 PVH CORP COM 693656100 78815 631680 SH SOLE 631680 0 0 QUALCOMM INC COM 747525103 211312 2679578 SH SOLE 2679578 0 0 RALPH LAUREN CORP CL A 751212101 74876 465272 SH SOLE 465272 0 0 RESTORATION HARDWARE HLDGS I COM 761283100 92196 1252829 SH SOLE 1252829 0 0 SIGNET JEWELERS LIMITED SHS G81276100 16091 152000 SH SOLE 152000 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 107272 1436620 SH SOLE 1436620 0 0 SOLARWINDS INC COM 83416B109 43571 1022078 SH SOLE 1022078 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 76338 3395801 SH SOLE 3395801 0 0 SPRINT CORP COM SER 1 85207U105 47235 5139786 SH SOLE 5139786 0 0 TIBCO SOFTWARE INC COM 88632Q103 70010 3445362 SH SOLE 3445362 0 0 T-MOBILE US INC COM 872590104 19785 599000 SH SOLE 599000 0 0 UNITED TECHNOLOGIES CORP COM 913017109 72612 621466 SH SOLE 621466 0 0 URBAN OUTFITTERS INC COM 917047102 46550 1276381 SH SOLE 1276381 0 0 VALMONT INDS INC COM 920253101 100779 677097 SH SOLE 677097 0 0 VCA ANTECH INC COM 918194101 157206 4877639 SH SOLE 4877639 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 67884 978019 SH SOLE 978019 0 0 ZELTIQ AESTHETICS INC COM 98933Q108 14570 743000 SH SOLE 743000 0 0 ZYNGA INC CL A 98986T108 60390 14044154 SH SOLE 14044154 0 0