0001085146-14-001761.txt : 20140814 0001085146-14-001761.hdr.sgml : 20140814 20140814160126 ACCESSION NUMBER: 0001085146-14-001761 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: EMINENCE CAPITAL, LP CENTRAL INDEX KEY: 0001107310 IRS NUMBER: 134036527 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05589 FILM NUMBER: 141042541 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 FORMER COMPANY: FORMER CONFORMED NAME: EMINENCE CAPITAL LLC DATE OF NAME CHANGE: 20000218 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001107310 XXXXXXXX 06-30-2014 06-30-2014 false EMINENCE CAPITAL, LP

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 08-13-2014 0 58 6053660 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALLERGAN INC COM 018490102 79306 468655 SH SOLE 468655 0 0 ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 148441 9248676 SH SOLE 9248676 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 140424 2572818 SH SOLE 2572818 0 0 ANN INC COM 035623107 53281 1295116 SH SOLE 1295116 0 0 ARMSTRONG WORLD INDS INC NEW COM 04247X102 8776 152807 SH SOLE 152807 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 145530 2117102 SH SOLE 2117102 0 0 AUTODESK INC COM 052769106 338026 5995492 SH SOLE 5995492 0 0 AUTONATION INC COM 05329W102 84975 1423842 SH SOLE 1423842 0 0 BAIDU INC SPON ADR REP A 056752108 80966 433414 SH SOLE 433414 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 145188 8301177 SH SOLE 8301177 0 0 CARMAX INC COM 143130102 29174 560932 SH SOLE 560932 0 0 CARNIVAL CORP PAIRED CTF 143658300 73289 1946586 SH SOLE 1946586 0 0 CBS OUTDOOR AMERS INC COM 14987J106 26144 800000 SH SOLE 800000 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 122358 772561 SH SOLE 772561 0 0 COPART INC COM 217204106 72343 2011766 SH SOLE 2011766 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 30476 475891 SH SOLE 475891 0 0 DOLLAR GEN CORP NEW COM 256677105 138230 2409861 SH SOLE 2409861 0 0 DRIL-QUIP INC COM 262037104 109436 1001792 SH SOLE 1001792 0 0 EBAY INC COM 278642103 227509 4544728 SH SOLE 4544728 0 0 EQUINIX INC COM NEW 29444U502 148665 707627 SH SOLE 707627 0 0 FEDEX CORP COM 31428X106 83659 552644 SH SOLE 552644 0 0 FISERV INC COM 337738108 77631 1286983 SH SOLE 1286983 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 79181 1983000 SH SOLE 1983000 0 0 FOSSIL GROUP INC COM 34988V106 282938 2707024 SH SOLE 2707024 0 0 FRANKLIN RES INC COM 354613101 91152 1575931 SH SOLE 1575931 0 0 GENPACT LIMITED SHS G3922B107 139360 7949827 SH SOLE 7949827 0 0 GOGO INC COM 38046C109 25902 1324212 SH SOLE 1324212 0 0 GOOGLE INC CL A 38259P508 40609 69457 SH SOLE 69457 0 0 GOOGLE INC CL C 38259P706 39957 69457 SH SOLE 69457 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 169644 2012147 SH SOLE 2012147 0 0 HUMANA INC COM 444859102 140459 1099739 SH SOLE 1099739 0 0 INTERXION HOLDING N.V SHS N47279109 132862 4852530 SH SOLE 4852530 0 0 KAR AUCTION SVCS INC COM 48238T109 174101 5462836 SH SOLE 5462836 0 0 LENNAR CORP CL A 526057104 86908 2070235 SH SOLE 2070235 0 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 21286 725000 SH SOLE 725000 0 0 LUMBER LIQUIDATORS HLDGS INC COM 55003T107 24860 327318 SH SOLE 327318 0 0 MADISON SQUARE GARDEN CO CL A 55826P100 115322 1846636 SH SOLE 1846636 0 0 MALLINCKRODT PUB LTD CO SHS G5785G107 57892 723468 SH SOLE 723468 0 0 MCGRAW HILL FINL INC COM 580645109 146502 1764442 SH SOLE 1764442 0 0 MENS WEARHOUSE INC COM 587118100 259291 4646800 SH SOLE 4646800 0 0 MICROSTRATEGY INC CL A NEW 594972408 125504 892503 SH SOLE 892503 0 0 MONSANTO CO NEW COM 61166W101 80904 648578 SH SOLE 648578 0 0 NATIONAL OILWELL VARCO INC COM 637071101 321825 3908014 SH SOLE 3908014 0 0 PVH CORP COM 693656100 77996 668920 SH SOLE 668920 0 0 RALPH LAUREN CORP CL A 751212101 81631 508006 SH SOLE 508006 0 0 SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 64095 1370137 SH SOLE 1370137 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 83774 1015930 SH SOLE 1015930 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 77647 2910300 SH SOLE 2910300 0 0 SPRINT CORP COM SER 1 85207U105 49479 5800605 SH SOLE 5800605 0 0 TIBCO SOFTWARE INC COM 88632Q103 106651 5287591 SH SOLE 5287591 0 0 T-MOBILE US INC COM 872590104 21661 644288 SH SOLE 644288 0 0 UNITED TECHNOLOGIES CORP COM 913017109 73493 636578 SH SOLE 636578 0 0 URBAN OUTFITTERS INC COM 917047102 78599 2321307 SH SOLE 2321307 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 94996 753216 SH SOLE 753216 0 0 VCA INC COM 918194101 182449 5199465 SH SOLE 5199465 0 0 XOOM CORP COM 98419Q101 27449 1041307 SH SOLE 1041307 0 0 ZELTIQ AESTHETICS INC COM 98933Q108 28288 1862309 SH SOLE 1862309 0 0 ZYNGA INC CL A 98986T108 85166 26531473 SH SOLE 26531473 0 0