0001085146-13-001510.txt : 20130814 0001085146-13-001510.hdr.sgml : 20130814 20130814174453 ACCESSION NUMBER: 0001085146-13-001510 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130814 DATE AS OF CHANGE: 20130814 EFFECTIVENESS DATE: 20130814 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: 131038742 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 06-30-2013 06-30-2013 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 08-14-2013 0 52 4071686 INFORMATION TABLE 2 form13fInfoTable.xml DESCRIPTION FOR INFORMATION TABLE ADVANCE AUTO PARTS INC COM 00751Y106 232061 2858955 SH SOLE 2858955 0 0 AEROPOSTALE COM 007865108 41818 3030303 SH SOLE 3030303 0 0 ALLSCRIPTS HEALTHCARE SOLUTN COM 01988P108 63939 4941197 SH SOLE 4941197 0 0 AMERICAN INTL GROUP INC COM NEW 026874784 129703 2901629 SH SOLE 2901629 0 0 ANN INC COM 035623107 54139 1630683 SH SOLE 1630683 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 67545 1684416 SH SOLE 1684416 0 0 B/E AEROSPACE INC COM 073302101 89237 1414663 SH SOLE 1414663 0 0 BECTON DICKINSON & CO COM 075887109 61378 621044 SH SOLE 621044 0 0 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 5437 258145 SH SOLE 258145 0 0 CAREFUSION CORP COM 14170T101 87151 2365017 SH SOLE 2365017 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 52825 426527 SH SOLE 426527 0 0 CHICAGO BRIDGE & IRON CO N V N Y REGISTRY SH 167250109 63065 1057075 SH SOLE 1057075 0 0 CME GROUP INC COM 12572Q105 88738 1168372 SH SOLE 1168372 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 16349 465000 SH SOLE 465000 0 0 COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102 108214 1727550 SH SOLE 1727550 0 0 COPART INC COM 217204106 58763 1907880 SH SOLE 1907880 0 0 EBAY INC COM 278642103 168179 3251724 SH SOLE 3251724 0 0 EQUIFAX INC COM 294429105 59266 1005705 SH SOLE 1005705 0 0 EXLSERVICE HOLDINGS INC COM 302081104 41152 1392145 SH SOLE 1392145 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 117702 4943388 SH SOLE 4943388 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 83233 1942881 SH SOLE 1942881 0 0 FISERV INC COM 337738108 119294 1364763 SH SOLE 1364763 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 55338 680666 SH SOLE 680666 0 0 FORTINET INC COM 34959E109 59341 3390889 SH SOLE 3390889 0 0 FOSSIL GROUP INC COM 34988V106 133218 1289493 SH SOLE 1289493 0 0 FRANKLIN RES INC COM 354613101 71751 527505 SH SOLE 527505 0 0 GENPACT LIMITED SHS G3922B107 175924 9143640 SH SOLE 9143640 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 47799 743027 SH SOLE 743027 0 0 ILLINOIS TOOL WKS INC COM 452308109 60409 873341 SH SOLE 873341 0 0 INTERNATIONAL GAME TECHNOLOG COM 459902102 9191 550000 SH SOLE 550000 0 0 INTERXION HOLDING N.V SHS N47279109 58302 2231236 SH SOLE 2231236 0 0 JOS A BANK CLOTHIERS INC COM 480838101 13150 318245 SH SOLE 318245 0 0 JPMORGAN CHASE & CO COM 46625H100 87034 1648687 SH SOLE 1648687 0 0 LABORATORY CORP AMER HLDGS COM NEW 50540R409 59621 595613 SH SOLE 595613 0 0 MICROSTRATEGY INC CL A NEW 594972408 76955 884951 SH SOLE 884951 0 0 MONSTER BEVERAGE CORP COM 611740101 113003 1857679 SH SOLE 1857679 0 0 NETAPP INC COM 64110D104 79421 2102200 SH Call SOLE 2102200 0 0 ORACLE CORP COM 68389X105 60611 1973662 SH SOLE 1973662 0 0 PANDORA MEDIA INC COM 698354107 81115 4408416 SH SOLE 4408416 0 0 PVH CORP COM 693656100 11155 89205 SH SOLE 89205 0 0 QUALCOMM INC COM 747525103 129869 2125861 SH SOLE 2125861 0 0 QUEST DIAGNOSTICS INC COM 74834L100 58538 965488 SH SOLE 965488 0 0 SCHWAB CHARLES CORP NEW COM 808513105 95457 4496345 SH SOLE 4496345 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 131305 1993093 SH SOLE 1993093 0 0 SONIC AUTOMOTIVE INC CL A 83545G102 42374 2004444 SH SOLE 2004444 0 0 STATE STR CORP COM 857477103 48138 738194 SH SOLE 738194 0 0 TYCO INTERNATIONAL LTD SHS H89128104 86307 2619347 SH SOLE 2619347 0 0 UNILEVER N V N Y SHS NEW 904784709 34711 883001 SH SOLE 883001 0 0 UNITED TECHNOLOGIES CORP COM 913017109 108362 1165930 SH SOLE 1165930 0 0 VCA ANTECH INC COM 918194101 125572 4813038 SH SOLE 4813038 0 0 VODAFONE GROUP PLC NEW SPONS ADR NEW 92857W209 71125 2474330 SH SOLE 2474330 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 77402 1781817 SH SOLE 1781817 0 0