0001085146-15-001829.txt : 20150814 0001085146-15-001829.hdr.sgml : 20150814 20150814160342 ACCESSION NUMBER: 0001085146-15-001829 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 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: 151055629 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 false false 0001107310 XXXXXXXX 06-30-2015 06-30-2015 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 08-14-2015 0 60 7020850 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE AMBARELLA INC SHS G037AX101 51345 500000 SH SOLE 500000 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 193907 3136642 SH SOLE 3136642 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 267198 4322200 SH Call SOLE 4322200 0 0 ARRIS GROUP INC NEW COM 04270V106 107012 3497138 SH SOLE 3497138 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 132163 1458430 SH SOLE 1458430 0 0 AUTODESK INC COM 052769106 208006 4153886 SH SOLE 4153886 0 0 AUTONATION INC COM 05329W102 120152 1907774 SH SOLE 1907774 0 0 BAIDU INC SPON ADR REP A 056752108 186840 938519 SH SOLE 938519 0 0 CANADIAN PAC RY LTD COM 13645T100 29990 187170 SH SOLE 187170 0 0 CARNIVAL CORP PAIRED CTF 143658300 165853 3358018 SH SOLE 3358018 0 0 COPART INC COM 217204106 168382 4745815 SH SOLE 4745815 0 0 CORNERSTONE ONDEMAND INC COM 21925Y103 88798 2551665 SH SOLE 2551665 0 0 CTRIP COM INTL LTD AMERICAN DEP SHS 22943F100 71813 988891 SH SOLE 988891 0 0 DIAGEO P L C SPON ADR NEW 25243Q205 54940 473454 SH SOLE 473454 0 0 EBAY INC COM 278642103 164179 2725423 SH SOLE 2725423 0 0 ENDO INTL PLC SHS G30401106 59954 752724 SH SOLE 752724 0 0 EQUINIX INC COM PAR $0.001 29444U700 120669 475076 SH SOLE 475076 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 114247 7428307 SH SOLE 7428307 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 58373 374040 SH SOLE 374040 0 0 FLOWSERVE CORP COM 34354P105 66108 1255367 SH SOLE 1255367 0 0 FOREST CITY ENTERPRISES INC CL A 345550107 99914 4521000 SH SOLE 4521000 0 0 FOSSIL GROUP INC COM 34988V106 248305 3579948 SH SOLE 3579948 0 0 GENPACT LIMITED SHS G3922B107 173955 8155415 SH SOLE 8155415 0 0 GNC HLDGS INC COM CL A 36191G107 257173 5781756 SH SOLE 5781756 0 0 GOOGLE INC CL A 38259P508 28919 53550 SH SOLE 53550 0 0 GOOGLE INC CL C 38259P706 164098 315264 SH SOLE 315264 0 0 GRAPHIC PACKAGING HLDG CO COM 388689101 22496 1614903 SH SOLE 1614903 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 193772 2133344 SH SOLE 2133344 0 0 HOMEAWAY INC COM 43739Q100 105620 3393944 SH SOLE 3393944 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 120736 539942 SH SOLE 539942 0 0 INTERXION HOLDING N.V SHS N47279109 145841 5274549 SH SOLE 5274549 0 0 INVENSENSE INC COM 46123D205 8305 550000 SH SOLE 550000 0 0 JPMORGAN CHASE & CO COM 46625H100 168519 2487005 SH SOLE 2487005 0 0 KAR AUCTION SVCS INC COM 48238T109 142534 3811057 SH SOLE 3811057 0 0 KEURIG GREEN MTN INC COM 49271M100 82817 1080733 SH SOLE 1080733 0 0 LINKEDIN CORP COM CL A 53578A108 114335 553332 SH SOLE 553332 0 0 MCDONALDS CORP COM 580135101 23609 248334 SH SOLE 248334 0 0 MCGRAW HILL FINL INC COM 580645109 122017 1214701 SH SOLE 1214701 0 0 MENS WEARHOUSE INC COM 587118100 204407 3190377 SH SOLE 3190377 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 191242 4543655 SH SOLE 4543655 0 0 MICROSTRATEGY INC CL A NEW 594972408 151194 888960 SH SOLE 888960 0 0 MONSANTO CO NEW COM 61166W101 161034 1510784 SH SOLE 1510784 0 0 OUTFRONT MEDIA INC COM 69007J106 43522 1724339 SH SOLE 1724339 0 0 PANDORA MEDIA INC COM 698354107 156438 10066783 SH SOLE 10066783 0 0 PRECISION CASTPARTS CORP COM 740189105 116259 581672 SH SOLE 581672 0 0 PTC INC COM 69370C100 105030 2560459 SH SOLE 2560459 0 0 PVH CORP COM 693656100 121294 1052897 SH SOLE 1052897 0 0 SANDERSON FARMS INC COM 800013104 24728 329000 SH SOLE 329000 0 0 SMUCKER J M CO COM NEW 832696405 47513 438267 SH SOLE 438267 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 70315 2950677 SH SOLE 2950677 0 0 SOTHEBYS COM 835898107 79235 1751434 SH SOLE 1751434 0 0 TENNECO INC COM 880349105 65527 1140794 SH SOLE 1140794 0 0 TIM PARTICIPACOES S A SPONSORED ADR 88706P205 21089 1289051 SH SOLE 1289051 0 0 TRIPADVISOR INC COM 896945201 217153 2492001 SH SOLE 2492001 0 0 UNIVAR INC COM 91336L107 651 25000 SH SOLE 25000 0 0 WEBSTER FINL CORP CONN COM 947890109 117068 2960012 SH SOLE 2960012 0 0 WORLD WRESTLING ENTMT INC CL A 98156Q108 54105 3279095 SH SOLE 3279095 0 0 YELP INC CL A 985817105 72770 1691149 SH SOLE 1691149 0 0 YELP INC CL A 985817105 129090 3000000 SH Call SOLE 3000000 0 0 ZYNGA INC CL A 98986T108 218292 76325768 SH SOLE 76325768 0 0