0001085146-14-002338.txt : 20141114 0001085146-14-002338.hdr.sgml : 20141114 20141114160322 ACCESSION NUMBER: 0001085146-14-002338 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 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: 141223934 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 09-30-2014 09-30-2014 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 11-14-2014 0 70 6830447 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ALLEGION PUB LTD CO ORD SHS G0176J109 24416 512500 SH SOLE 512500 0 0 ALLERGAN INC COM 018490102 83001 465801 SH SOLE 465801 0 0 ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 136914 10206053 SH SOLE 10206053 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 139782 2587605 SH SOLE 2587605 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 215761 3994100 SH Call SOLE 3994100 0 0 ANN INC COM 035623107 75761 1842000 SH SOLE 1842000 0 0 APPLE INC COM 037833100 107692 1068900 SH SOLE 1068900 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 123951 1924112 SH SOLE 1924112 0 0 AUTODESK INC COM 052769106 324782 5894412 SH SOLE 5894412 0 0 AUTONATION INC COM 05329W102 83631 1662323 SH SOLE 1662323 0 0 BAIDU INC SPON ADR REP A 056752108 94015 430805 SH SOLE 430805 0 0 BERRY PLASTICS GROUP INC COM 08579W103 52297 2072000 SH SOLE 2072000 0 0 BRUKER CORP COM 116794108 15367 830000 SH SOLE 830000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 76398 4439135 SH SOLE 4439135 0 0 CARNIVAL CORP PAIRED CTF 143658300 84193 2095919 SH SOLE 2095919 0 0 CBS OUTDOOR AMERS INC COM 14987J106 113065 3776395 SH SOLE 3776395 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 101990 673778 SH SOLE 673778 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 77004 1720000 SH SOLE 1720000 0 0 COPART INC COM 217204106 94560 3019655 SH SOLE 3019655 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 38313 675000 SH SOLE 675000 0 0 DOLLAR GEN CORP NEW COM 256677105 60313 986955 SH SOLE 986955 0 0 DRIL-QUIP INC COM 262037104 114961 1285922 SH SOLE 1285922 0 0 EBAY INC COM 278642103 261196 4612321 SH SOLE 4612321 0 0 EQUINIX INC COM NEW 29444U502 137078 645132 SH SOLE 645132 0 0 FEDEX CORP COM 31428X106 82195 509107 SH SOLE 509107 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 49849 1797000 SH SOLE 1797000 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 64163 4663000 SH SOLE 4663000 0 0 FISERV INC COM 337738108 82679 1279169 SH SOLE 1279169 0 0 FORTUNE BRANDS HOME & SEC IN COM 34964C106 72504 1763670 SH SOLE 1763670 0 0 FOSSIL GROUP INC COM 34988V106 262496 2795482 SH SOLE 2795482 0 0 FRANKLIN RES INC COM 354613101 85540 1566384 SH SOLE 1566384 0 0 GENPACT LIMITED SHS G3922B107 113946 6981977 SH SOLE 6981977 0 0 GNC HLDGS INC COM CL A 36191G107 163898 4230725 SH SOLE 4230725 0 0 GOOGLE INC CL A 38259P508 40622 69037 SH SOLE 69037 0 0 GOOGLE INC CL C 38259P706 39859 69037 SH SOLE 69037 0 0 GOPRO INC CL A 38268T103 4685 50000 SH SOLE 50000 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 149993 2062895 SH SOLE 2062895 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 13691 539217 SH SOLE 539217 0 0 HUMANA INC COM 444859102 152944 1173871 SH SOLE 1173871 0 0 INTERXION HOLDING N.V SHS N47279109 164875 5954333 SH SOLE 5954333 0 0 JANUS CAP GROUP INC COM 47102X105 51617 3550000 SH SOLE 3550000 0 0 KAR AUCTION SVCS INC COM 48238T109 107324 3748654 SH SOLE 3748654 0 0 LENNAR CORP CL A 526057104 119233 3070648 SH SOLE 3070648 0 0 LIBERTY INTERACTIVE CORP INT COM SER A 53071M104 36023 1263071 SH SOLE 1263071 0 0 MADISON SQUARE GARDEN CO CL A 55826P100 121069 1831056 SH SOLE 1831056 0 0 MCDONALDS CORP COM 580135101 102072 1076598 SH SOLE 1076598 0 0 MCGRAW HILL FINL INC COM 580645109 143746 1702147 SH SOLE 1702147 0 0 MENS WEARHOUSE INC COM 587118100 215644 4566790 SH SOLE 4566790 0 0 MICROSTRATEGY INC CL A NEW 594972408 115874 885615 SH SOLE 885615 0 0 MONSANTO CO NEW COM 61166W101 89068 791649 SH SOLE 791649 0 0 NATIONAL OILWELL VARCO INC COM 637071101 154157 2025717 SH SOLE 2025717 0 0 PANDORA MEDIA INC COM 698354107 67310 2786000 SH Call SOLE 2786000 0 0 PVH CORP COM 693656100 78558 648437 SH SOLE 648437 0 0 SCRIPPS NETWORKS INTERACT IN CL A COM 811065101 73873 946000 SH Call SOLE 946000 0 0 SENSATA TECHNOLOGIES HLDG NV SHS N7902X106 111225 2497755 SH SOLE 2497755 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 77429 1009767 SH SOLE 1009767 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 85070 3470818 SH SOLE 3470818 0 0 SPRINT CORP COM SER 1 85207U105 44201 6971702 SH SOLE 6971702 0 0 TIBCO SOFTWARE INC COM 88632Q103 210300 8899702 SH SOLE 8899702 0 0 TRIBUNE PUBG CO COM 896082104 3770 186813 SH SOLE 186813 0 0 UNITED TECHNOLOGIES CORP COM 913017109 74476 705263 SH SOLE 705263 0 0 URBAN OUTFITTERS INC COM 917047102 75009 2043854 SH SOLE 2043854 0 0 VALEANT PHARMACEUTICALS INTL COM 91911K102 83733 638212 SH SOLE 638212 0 0 VCA INC COM 918194101 133408 3392009 SH SOLE 3392009 0 0 VIRNETX HLDG CORP COM 92823T108 6481 1080211 SH SOLE 1080211 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 44667 3243813 SH SOLE 3243813 0 0 XOOM CORP COM 98419Q101 19258 877377 SH SOLE 877377 0 0 ZELTIQ AESTHETICS INC COM 98933Q108 28071 1240441 SH SOLE 1240441 0 0 ZIMMER HLDGS INC COM 98956P102 74407 740000 SH SOLE 740000 0 0 ZYNGA INC CL A 98986T108 102994 38146089 SH SOLE 38146089 0 0